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Terrence Cicero

Advisor at DHJJ Financial Advisors

Updated today
DHJJ Financial Advisors logo

Firm

DHJJ Financial Advisors

Location

St. Charles, IL

Credentials

CFP®, Series 65

Industry experience

18 years

About

Terrence Cicero is a CFP® credentialed financial advisor with 18 years of industry experience. He has been with DHJJ Financial Advisors and DigioVine, Hnilo, Jordan & Johnson, Ltd. since 2007. DHJJ Financial Advisors is an SEC-registered firm managing approximately $543.5 million across eight advisors, serving both individual and high-net-worth clients with portfolio management, financial planning, and retirement plan services. The firm offers integrated tax preparation and accounting services through an affiliated CPA firm and typically manages accounts on a discretionary basis using a range of investment vehicles.

Client services

Based on DHJJ Financial Advisors

Financial planning Portfolio management Pension consulting
Portfolio management for profit sharing plans & pension plans

Expertise

Based on DHJJ Financial Advisors

Options & derivatives strategies

Occupation focus

Based on DHJJ Financial Advisors

Founder/Business Owner Retired

Fee options

Percentage

$0 - $250,000: 1.75% $250,000 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.65% $10,000,000+: 0.50%

Project-based

$150 to $495 per hour for financial planning depending on complexity and advisor experience; $200 to $400 per hour for additional retirement plan services

Other

Account minimum: $250,000 Minimum fee: $5,000 annual minimum fee for 401(k) Plan clients Fee-only: Investment advisory fees and hourly financial planning fees; no commissions

Location

St. Charles, IL

Most active in

Illinois · Texas

Work history

DHJJ Financial Advisors

2007 - Present (19 years)

DigioVine, Hnilo, Jordan & Johnson, Ltd.

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Maggie B

CFP®, CPA, RICP®

Naperville, IL

NexJenn Financial Services

I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.

General retirement planning Elder care planning Sandwich Generation Gen X (Born 1965-1980)
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Jeffrey D

CFP®

Glen Ellyn, IL

4D Financial Advisors, LLC

General retirement planning Social Security optimization Tax-loss harvesting
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Michael L

CFP®

Wheaton, IL

Lamke Financial LLC

General retirement planning General tax planning Passive / index investing Real estate investing
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Joseph M

CFP®

Naperville, IL

Heritage Drive Wealth Management LLC

General retirement planning Cash flow / budgeting
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Richard P

CFP®, Series 63, Series 65

Naperville, IL

Patap Financial Services

General retirement planning General tax planning Cash flow / budgeting Retirement income strategy
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Christopher J

CFP®, Series 66

Glen Ellyn, IL

Azalea Wealth Management LLC

Options & derivatives strategies
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