Advisor at Savvy — Prospect Heights, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, AIF®, CIMA®, Series 66
Experience Industry experience
22 years
Location
Prospect Heights, IL
Savvy
Multi-team
Eric Kirste, CFP®, CIMA®, AIF® is the Co-Founder, Principal Wealth Manager at Savvy Advisors, Inc. He has been featured in Barron's, The Wall Street Journal, InvestmentNews, Business Insider, GoBankingRates, and U.S. News & World Report. With a deep-rooted passion for service and enriching the lives of others, Eric found his calling as a wealth management professional early on. Eric brings over 24 years of deep experience working closely with individuals and families in transition, helping them navigate difficult changes. Compassion is important to Eric, and he helps clients who are going through a divorce or grieving the loss of a spouse or family member get through the transition to financial independence and overcome new challenges with confidence. He also helps business owners and individuals looking to retire early or nearing retirement ensure they are best prepared for their ideal retirement lifestyle.
At Savvy, he strives to help his clients align their money with their values, provide integrated solutions to serve all of their needs and empower them to make a lifetime of smart financial decisions. Importantly, Eric is committed to keeping his clients’ best interests top of mind while offering ongoing guidance, encouragement and accountability.
With a passion for helping others, Eric has volunteered for the Foundation for Financial Planning, AARP and is the Treasurer on the Board of Wings For Widows. Eric is a native of the northwest suburbs of Chicago. He is committed to giving back to his community and serves as the Treasurer for the Prospect Heights Park District Board of Commissioners and the Old Orchard Country Club. He enjoys spending time with his wife, Alisa, their two sons, Logan and Matthew, and their rescue dog, Bear.
Based on Savvy
Tax preparation services charged at a flat fee of $895; financial planning and consulting charged flat fees, negotiable.
$0+: Negotiable, typically ranging from 0.30% to 1.9% per year depending on size and complexity N/A - N/A: Net worth based fees negotiated, typically 0.10% to 0.40% annually, billed quarterly in advance
Some firm representatives receive commissions from unaffiliated broker-dealers or insurance sales, separate from advisory fees.
Account minimum: $500,000 Minimum fee: Advisors may implement a minimum account fee for accounts below the minimum size; specific amounts not stated. Fee-only: Flat fees for financial planning and consulting services, negotiable, assessed quarterly.
Prospect Heights, IL
Prospect Heights IL
Advisors at this office
1
Illinois
22 years of industry experience
Savvy Advisors, Inc.
2022 - Present • 4 years
New York, NY
UnEmployed
2022 - 2022 • 1 year
Prospect Heights, IL
Wipfli Financial Advisors, Llc
2020 - 2022 • 2 years
Lincolnshire, IL
Wipfli Financial Advisors, Llc
2018 - 2020 • 2 years
Lincolnshire, IL
Hewins Financial Advisors, LLC
2018 - 2018 • 1 year
Palatine, IL
Ehlert Financial Group
2017 - 2018 • 1 year
Lincolnshire, IL
UnEmployed
2016 - 2017 • 1 year
Prospect Heights, IL
IRON Financial LLC
2011 - 2016 • 5 years
Northbrook, IL
Citigroup Global Markets
2007 - 2011 • 4 years
Chicago, IL
Citicorp Investment Services
2005 - 2007 • 2 years
Chicago, IL
Natcity Investments, Inc.
2003 - 2005 • 2 years
Mishawaka, IN
Axa Advisors, Llc
2002 - 2003 • 1 year
Northbrook, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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