Michael J.. Schussele, CPA
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
3
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
3
Average account size
$0
About
The firm provides investment advice primarily to individual investors and may also advise trusts, partnerships, corporations, not‑for‑profits, and retirement plans. Services include portfolio recommendations, retirement and estate financial planning, and employee retirement plan design, delivered in person or through a purposely virtual practice.
Investment recommendations are personally researched and tailored rather than produced by automated software or pre‑designed models; the adviser uses fundamental and technical analysis supplemented by weekly economic and financial research and independent databases. Clients are evaluated with a written risk questionnaire, and retirement planning incorporates independent stress‑testing tools to assess longevity and spending scenarios.
The firm is fee‑only and is compensated on an hourly basis rather than using percentage‑of‑assets under management, and it does not accept custody of client funds—clients implement trades themselves or may grant a limited trade authorization for execution at the client's brokerage. The adviser also declines to recommend or sell insurance products (the firm did not renew an insurance license) and does not provide tax‑preparation services, choices that distinguish it from many peers.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
General estate planning guidance
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Fee options
$100/hour for net investable assets of $250,000 or less; $200/hour for up to $500,000; $300/hour for amounts over $500,000; $100/hour for estate planning; first hour free
Fee-only: Hourly fees based on net investable assets: $100/hour for $250,000 or less; $200/hour for up to $500,000; $300/hour for amounts over $500,000; Estate planning at $100/hour; First introductory hour free; Retirement planning requires $500 retainer.
Main office location
Michael J.. Schussele, CPA
Springfield IL, United States
Number of offices
1
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 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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