The Wealthy Parent
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
119
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
119
Average account size
$0
About
The Wealthy Parent provides fee-only financial planning to individuals and high-net-worth clients through project-based and ongoing engagements, shorter checkups, hourly planning, and occasional educational seminars and speaking engagements. The firm also produces a newsletter focused on personal finance for new parents and makes both free and paid subscription options available.
The adviser does not provide discretionary portfolio management or custody; instead, advice centers on comprehensive planning topics such as cash flow, college savings, retirement, estate planning, tax considerations, and investment analysis. Investment guidance emphasizes asset allocation and passive strategies consistent with Modern Portfolio Theory, with clients expected to implement recommendations through custodians of their choice and to pay fixed, hourly, or subscription fees rather than percentage-of-AUM charges.
Notably, the firm reports no assets under management and does not offer investment management or custody—an atypical structure among independent advisers that often combine planning with portfolio management. The firm’s practice also includes public education through seminars and paid newsletter content aimed at new parents, and the principal holds both CFP® and CFA credentials while maintaining a separate planning role at another independent RIA, disclosures the brochure highlights.
Client services
Financial planning
Educational seminars or workshops
Fee options
The Wealthy Parent Plan: $4,950 fixed fee; The Wealthy Parent Ongoing Access: $495 fixed fee; 90-Minute Financial Checkup: $450 fixed fee; Seminars: $0 to $10,000 fixed fee
$300 per hour for hourly financial planning services
Fee-only: Fixed fees ranging from $200 to $1,000 monthly for ongoing planning; $4,950 fixed fee for The Wealthy Parent Plan (6-month engagement); $495 fixed fee for ongoing access (12-month engagement); $450 fixed fee for 90-Minute Financial Checkup; $300 hourly rate for hourly financial planning; seminar fees range from $0 to $10,000.
Main office location
The Wealthy Parent
448 N La Salle Dr, Office 10 104
Chicago IL 60654, United States
Number of offices
2
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
Quick links
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