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The Change Advisory Group, LLC

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Client assets under management

$74,922,076

Clients

64

31% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

32

Low

Average account size

$1,170,657

About

The Change Advisory Group primarily serves high‑net‑worth individuals and related personal, trust, and retirement accounts, providing discretionary and non‑discretionary portfolio management alongside modular financial planning and consulting services. The two‑advisor firm manages roughly $75 million in client assets and builds portfolios using individual equities and fixed income, mutual funds, ETFs, and other publicly traded vehicles.

Investment decisions are guided by client‑specific asset allocation, risk tolerance, tax considerations, and the firm’s market outlooks, with offered strategies that include equity growth, dividend income, and diversified balanced portfolios. The firm routinely addresses client constraints such as low‑basis inherited positions or concentrated employer stock and may transition holdings over time to manage tax and risk implications.

A firm principal is licensed as an insurance agent and the brochure discloses that the firm may recommend and implement insurance products for which separate compensation is received, with disclosures and steps intended to mitigate conflicts of interest. The firm also offers financial planning via fixed‑fee modules, hourly work, or an annual retainer that includes quarterly follow‑ups and coordinated strategy meetings with clients’ other advisors, and it participates in institutional custody programs (Charles Schwab and Interactive Brokers) that provide practice support in addition to custody.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Concentrated stock management Tax-loss harvesting Equity compensation tax strategy General retirement planning Debt management

Occupation focus

Executive

Fee options

Fixed

$1,000 flat fee for 401k review; fixed financial planning fees from $2,500 to $10,500

Percentage

$0 - $500,000: 1.75% $500,001 - $2,000,000: 1.50% $2,000,001 - $3,000,000: 1.25% $3,000,001+: 1.00%

Project-based

$350 per hour for consulting services; $150 per hour for Chief Investment Officer for 401k consultations

Subscriptions

Retainer fees equal to half the initial cost of the written financial plan, payable quarterly in advance

Other

Account minimum: $100,000 Minimum fee: $250 per quarter minimum quarterly fee, waivable/reducible Fee-only: Financial planning fixed fees ranging from $2,500 to $10,500; hourly consulting fee $350/hour; retainer fees at half initial plan cost payable quarterly; $1,000 flat fee for 401k review; $5,000 annual retainer consulting fee

Main office location

The Change Advisory Group, LLC

Chicago IL, United States

Number of offices

1

Most active in

More info

Illinois · 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

Quick links

Website 312-662-1588

Advisors at this firm

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user avatar

Lamont C

CFP®, Series 66

Chicago, IL

The Change Advisory Group, LLC

Lamont Change is a CFP® professional with 16 years of experience, practicing at The Change Advisory Group, LLC in Chicago, IL. He holds the Series 66 designation and serves as a managing director at the firm. The Change Advisory Group primarily serves high-net-worth individuals and related entities, providing discretionary portfolio management alongside financial planning and consulting for trusts, IRAs, retirement accounts, and employer-sponsored plans. The firm constructs customized portfolios using asset allocation and security selection across multiple asset classes and serves a diverse client base that includes institutional and governmental entities.

Concentrated stock management Tax-loss harvesting Equity compensation tax strategy General retirement planning Debt management Executive
user avatar

Imani C

CFP®

Chicago, IL

The Change Advisory Group, LLC

Imani Change is a CFP® professional with four years of industry experience, currently serving as an advisor at The Change Advisory Group, LLC. Prior to joining the firm, Imani worked at Amazon and Amazon UK for a total of seven years. Outside of financial advising, Imani owns and operates a real estate development and property management business focused on refurbishing and renting apartment buildings. The Change Advisory Group primarily serves high-net-worth individuals and related entities, offering discretionary portfolio management alongside financial planning and consulting for trusts, IRAs, retirement accounts, and employer-sponsored plans. The firm uses customized portfolios with a range of investment strategies informed by fundamental equity analysis and fixed-income structuring, serving a varied client base that includes institutional and governmental entities.

Concentrated stock management Tax-loss harvesting Equity compensation tax strategy General retirement planning Debt management Executive
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