Financial Planning, Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,556,790
Total clients
4
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
4
Average account size
$389,198
About
The firm provides financial planning and investment management for individual clients and trusts, and offers consultation to small businesses on retirement plans. It delivers planning across education, retirement, investment, and estate matters and provides financial plans on an hourly basis separate from its asset-management services.
New portfolios are customized to client circumstances and risk tolerance and are constructed from mutual funds, ETFs, and individual equities with an emphasis on long-term, diversified allocation while avoiding higher-risk instruments such as options and currency trading. Clients may grant discretionary trading authority — as of 2025 the firm’s managed assets are held only in discretionary accounts — and accounts are reviewed quarterly with annual portfolio-level reviews.
The firm is unusually small for an independent adviser, managing about $1.56 million for four clients, which implies a highly personalized service model compared with peers. The adviser is CFP®‑certified with an academic background outside finance, uses custodians that include Interactive Brokers and the institutional division of Betterment Securities, and also serves as a liaison to attorneys and tax professionals for estate and trust-related work, including managing investments for established trusts.
Client services
Expertise
Fee options
$0 - $99,999: 1.5% annually $100,000+: 1.0% annually
$150 per hour for financial planning services
Account minimum: $100,000
Main office location
Financial Planning, Asset Management
Champaign IL, United States
Number of offices
1
Most active in
Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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