A complete list of active advisors currently associated with The Wealthy Parent
Warmer can help you find a great advisor at The Wealthy Parent or one who fits your needs even better.
The Wealthy Parent provides financial planning services to individuals and high-net-worth clients through a mix of project-based and ongoing engagements, including fixed-fee plans, a 90-minute checkup, hourly planning, and an ongoing-access offering. The firm is fee-only and may recommend third‑party professionals (attorneys, accountants, etc.) to assist with implementation. The firm does not provide discretionary portfolio management or custody of client assets; instead, it delivers investment analysis and recommendations centered on asset allocation, passive funds, and modern portfolio theory, and assists clients in implementing those recommendations through custodians they select. Ongoing planning clients receive monitoring and plan updates tailored to changes in their circumstances and goals. Noteworthy differences from many peers include a formal program of educational seminars and speaking engagements and a paid newsletter with tiered subscriptions, both offered to clients and the public. The firm reports no assets under management and does not charge percentage‑of‑AUM fees, and its principal holds both CFP® and CFA credentials, reflecting a planning-focused, credentialed practice at a small, solo-practitioner scale.
To learn more about the advisors currently working at The Wealthy Parent, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Chicago, IL
| 2
|
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