Advisor at Robertson Stephens
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Robertson Stephens
Location
North Barrington, IL 60010
Credentials
CFP®, Series 63, Series 65
Industry experience
27 years
Thomas Chernesky is a CFP® with 27 years of industry experience, currently serving as an advisor at Robertson Stephens since 2024. Prior to this, he spent 11 years at CAFG Wealth Management, Inc., where he was also president of the company, a non-operating legal entity handling payments from the installment sale of a former RIA business to Robertson Stephens. Robertson Stephens Wealth Management provides advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office and Committee, managing over $7 billion in client assets as of the end of 2024.
Based on Robertson Stephens
Financial planning flat fees range from $2,500 to $50,000 per plan; $1,000 to $5,000 per update; quarterly flat fees total $500 to $100,000 per year; fixed fees for investment management negotiated per client
Negotiable; typically 0.10% to 2.00% annually based on size and complexity
$250 to $500 per hour for financial planning services
110 S. Wynstone Park Dr, Unit #103
North Barrington, IL 60010
Illinois
Robertson Stephens
2024 - Present (2 years)
CAFG Wealth Management, Inc.
2013 - 2024 (11 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®
Barrington, IL
Maple Street Capital Advisors, LLC
Series 63, Series 65
Rolling Meadows, IL
Leading Edge Wealth Management, LLC
CFA®, Series 66
Lincolnshire, IL
SVN Capital, LLC
Series 65
Arlington Heights, IL
Carlisle Financial Management, LLC
CFP®, Series 63, Series 66
Arlington Heights, IL
RB Salzman Wealth Management, LLC
Series 63, Series 65
Arlington Heights, IL
Directional Asset Management, LLC
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