G
Gianotti Wealth Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$48,824,083
Clients
84
32% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
84
Very HighAverage account size
$581,239
About
Gianotti Wealth Advisory provides portfolio management, financial planning and pension consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and corporate entities. The firm also recommends and places insurance products and annuities as part of its services.
The firm develops individualized Investment Policy Statements and typically manages accounts with discretionary authority, using a core passive allocation with tactical active adjustments informed by fundamental, quantitative and modern portfolio theory analysis. Its stated investment approach emphasizes long‑term trading and periodic tactical shifts, and client accounts are custodied through Schwab Institutional.
Noteworthy distinctions include a licensed insurance practice that accepts commissions for the sale of insurance products and annuities — a relationship the brochure discloses as a potential conflict of interest and documents for clients. The firm also highlights a formal pension consulting offering for employer plans, and it discloses policies intended to address conflicts (including documenting recommendations and informing clients they may purchase products elsewhere).
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Annuities
College savings (529s, UTMA, etc.)
Debt management
Wealth management
Fee options
Fixed financial planning fees range from $250 to $12,500, based on client complexity.
$0 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
Commissions received from insurance product sales; not primary source of compensation.
Main office location
Gianotti Wealth Advisory
1949 W Court St
Kankakee IL 60901, United States
Number of offices
1
Most active in
Gianotti Wealth Advisory has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
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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