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Jessica Freiburg

Advisor at Avantax Planning Partners, Inc.

Updated today

Location

Oak Brook, IL 60523

Credentials

PFS™

Industry experience

2 years

About

Jessica Freiburg is a financial advisor at Avantax Planning Partners, Inc. with the PFS™ designation and two years of industry experience. She is also the managing partner of Sassetti LLC, a firm providing tax planning, audit, accounting, and advisory services. Freiburg serves as the treasurer for the Parks Foundation of Oak Park, where she manages budgeting and fundraising efforts, and volunteers as a mentor with the Illinois Wesleyan University Council for Women. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based style allocation strategy overseen by an Investment Advisory Committee and offers tax-intelligent overlays and discretionary management with centralized trading and reporting.

Client services

Based on Avantax Planning Partners, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Avantax Planning Partners, Inc.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management

Occupation focus

Based on Avantax Planning Partners, Inc.

Founder/Business Owner Retired

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Fee options

Fixed

Fixed fees may be charged for stand-alone financial planning services; specific amounts not stated.

Percentage

$0 - $1,000,000: 1.25% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.60% annually

Project-based

Hourly fees may be charged for stand-alone financial planning services; specific rates not stated.

Other

Fee-only: Fees for financial planning may be fixed or hourly based; included in Management Fee if part of asset management services.

Location

2107 Swift Drive, Suite 210

Oak Brook, IL 60523

Most active in

Illinois

Work history

Avantax Planning Partners, Inc.

2024 - Present (2 years)

Illinois Wesleyan University Council for Women

2019 - Present (7 years)

Illinois Wesleyan University Council for Women

2019 - 2019 (1 year)

Illinois Wesleyan University Council for Women

2019 - 2019 (1 year)

Sassetti LLC

2004 - Present (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John D

Series 63, Series 65

Hinsdale, IL

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John Doncaster is the principal of Doncaster Wealth LLC in Hinsdale, IL, holding Series 63 and Series 65 licenses with 12 years of industry experience. He previously worked at Northwestern Mutual and Pacific Life, where he maintained roles from 2012 through 2025. Outside of advisory work, he is involved in insurance sales and servicing. Doncaster Wealth LLC provides discretionary asset management and financial planning services tailored to clients’ goals, time horizons, and risk tolerance. The firm employs methods including fundamental and cyclical analysis, as well as Modern Portfolio Theory, and accepts discretionary trading authority to implement strategies.

General retirement planning Income planning Wealth management Tax-loss harvesting Charitable giving tax strategies

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General retirement planning Elder care planning Sandwich Generation Gen X (Born 1965-1980)
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Christopher K

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Wheaton, IL

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Active portfolio management Options & derivatives strategies Private / alternative investments
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CFP®, Series 63, Series 65

Chicago, IL

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College savings (529s, UTMA, etc.) Equity compensation tax strategy Options & derivatives strategies Executive
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General retirement planning Social Security optimization Tax-loss harvesting
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Michael A

Series 65

Elk Grove Village, IL

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Michael Akinosho is the principal advisor at MOA Advisory & Financial Services Co. He holds a Series 65 designation and has five years of industry experience. Prior to his current role, he held positions at Engooden Health Inc. and Global View Capital Management, Ltd. In addition to his advisory work, he serves as Manager of Technical Accounting for the American Medical Association, overseeing financial reporting and budgeting for over 240 physicians and medical students. MOA Advisory & Financial Services Co is a state-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, families, trusts, estates, pension and profit-sharing plans, pooled investment vehicles, and small businesses. The firm integrates a long-term core asset-allocation approach with technically based, rule-driven strategies, and maintains an in-house tax and accounting practice offering tax preparation and planning services alongside its advisory work.

Active portfolio management Options & derivatives strategies Concentrated stock management
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