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Financial Design Studio, Inc.

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Client assets under management

$105,100,000

Clients

134

24% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

45

Typical

Average account size

$784,328

About

Financial Design Studio, Inc. serves individuals (including high‑net‑worth clients), small businesses, and charitable organizations with a mix of portfolio management and financial planning. Beyond investment and planning services, the firm also provides personal tax return preparation, business bookkeeping and consulting, and educational seminars and speaking engagements.

The firm’s investment approach emphasizes long‑term asset allocation and buy‑and‑hold strategies using mutual funds and ETFs, with discretionary portfolio management and selective use of actively managed funds when deemed appropriate. Its advisory process integrates ongoing financial planning with portfolio oversight and draws on fundamental, technical, and cyclical analysis to inform allocation and security selection.

What is noteworthy about the firm is its broader service set for a small advisory team: it offers in‑house tax preparation and bookkeeping alongside investment advice, and it runs no‑cost group educational seminars that are explicitly educational rather than individualized sales events. As a compact multi‑advisor practice managing roughly $100 million in client assets, it combines investment management, planning, and business financial services in a single advisory relationship more commonly seen at larger firms.

Client services

Financial planning Portfolio management Educational seminars or workshops Tax preparation services

Expertise

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning

Occupation focus

Founder/Business Owner

Fee options

Fixed

Ongoing Financial Planning Services: typically $10,000 annually, paid monthly in arrears; Business Bookkeeping monthly flat fees depend on service scope

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001+: 0.60%

Project-based

$250 per hour (negotiable based on scope)

Other

Account minimum: $875,000 minimum portfolio value for Investment Management Services (may be waived at discretion)

Main office location

Financial Design Studio, Inc.

21660 West Field Parkway, Suite 118

Deer Park IL 60010, United States

Number of offices

1

Most active in

More info

Illinois · Kansas · Texas

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website (847) 238-8050

Advisors at this firm

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user avatar

Trevore M

CFP®

Deer Park, IL

Financial Design Studio, Inc.

Trevore Meyer is a CFP® professional with nine years of industry experience. He has worked at Financial Design Studio, Inc. since 2019 and previously held roles at Presence Financial and Responsive Financial Group, Inc. Financial Design Studio, Inc. serves individuals, small businesses, and charitable organizations with portfolio management and financial planning, supplemented by in-house tax preparation, business bookkeeping, and educational seminars. The firm’s investment approach focuses on long-term asset allocation and buy-and-hold strategies, combining fundamental, technical, and cyclical analysis to guide portfolio decisions.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning Founder/Business Owner
user avatar

Robert S

CFP®, CFA®

Deer Park, IL

Financial Design Studio, Inc.

Robert Stoll is a CFP® and CFA® with eight years of industry experience. He has worked at Financial Design Studio, Inc. since 2019 and previously held roles at Original Financial LLC, Honey Lake Advisors, LLC, and Institutional Capital LLC. Financial Design Studio, Inc. serves individuals, small businesses, and charitable organizations with portfolio management, financial planning, tax preparation, bookkeeping, and educational seminars. The firm emphasizes long-term asset allocation and buy-and-hold strategies, integrating ongoing financial planning with portfolio oversight.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning Founder/Business Owner
user avatar

Michelle S

CFP®, Series 65

Deer Park, IL

Financial Design Studio, Inc.

Michelle Smalenberger is a CFP® with 13 years of industry experience. She has worked at Financial Design Studio, Inc. since 2017 and previously spent 12 years at Kabarec Financial Advisors, Ltd. Financial Design Studio, Inc. serves individuals, small businesses, and charitable organizations with portfolio management and financial planning, as well as personal tax return preparation, business bookkeeping, and educational seminars. The firm emphasizes long-term asset allocation and buy-and-hold strategies, integrating financial planning with portfolio oversight and using a combination of fundamental, technical, and cyclical analysis.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning Founder/Business Owner
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