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John Matthew Piershale

Advisor at Piershale Wealth Management, LLC — Crystal Lake, IL

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

33 years

Location

Crystal Lake, IL 60014

Piershale Wealth Management, LLC logo

Piershale Wealth Management, LLC

Independent

Total advisors

1

Clients per advisor

52 High

Avg AUM per client

$518,844 Typical

HNW client ratio

0% Low

About

John Piershale is a CFP® professional with 32 years of industry experience. He is the sole advisor at Piershale Wealth Management, LLC in Crystal Lake, Illinois, and has held prior roles at Origin Financial, Ausdal Financial Partners, Inc., Piershale Financial Group, Inc., and Triad Advisors, Inc. Piershale Wealth Management provides discretionary investment management and a variety of financial planning services to individual clients. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory and fundamental analysis, offering specialized tax and estate planning within a modest, single-advisor model.

Client services

Based on Piershale Wealth Management, LLC

Financial planning Portfolio management

Expertise

Based on Piershale Wealth Management, LLC

General retirement planning Wealth management

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Fee options

Fixed

Ongoing Financial Planning: $4,000 to $15,000 per year; One-time Financial Planning: $4,000 to $15,000; Tax Planning: $2,000 to $4,000; all negotiable depending on complexity.

Percentage

$0 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $1,500,000: 0.75% $1,500,001+: 0.50%

Project-based

$250 to $500 per hour depending on complexity; minimum charge $125 billed in 30-minute increments.

Other

Account minimum: $100,000 (may be waived at firm's discretion) Fee-only: Investment management fees only; no insurance commissions received.

Location

Crystal Lake, IL

333 Commerce Dr, Ste 150

Crystal Lake IL 60014

Advisors at this office

1

Most active in

Illinois

Work history

33 years of industry experience

Origin Financial

2021 - Present • 5 years

San Francisco, CA

John Piershale Wealth Management, LLC

2021 - Present • 5 years

Crystal Lake, IL

Ausdal Financial Partners, INC

2019 - 2021 • 2 years

Davenport, IA

Piershale Financial Group, Inc.

2013 - 2019 • 6 years

Crystal Lake, IL

Triad Advisors, Inc

2013 - 2018 • 5 years

Norcross, GA

LPL Financial

2008 - 2013 • 5 years

Chase Investment Services Corp.

2005 - 2008 • 3 years

Springfield, IL

Commerce Brokerage Services, Inc.

2004 - 2005 • 1 year

Bloomington, IL

Natcity Investments, Inc.

2003 - 2004 • 1 year

Mishawaka, IN

CUNA Brokerage Services, Inc.

2003 - 2003 • 1 year

Peoria, IL

Disclosures

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

Business activities & affiliations

Benjamin H

CFP®

Barrington, IL

Illuminate Wealth Management

As a CFP® professional and founder of Illuminate Wealth Management, I work with business owners, executives, and professionals who are navigating complex financial decisions. My goal is to help you understand your options, avoid costly mistakes, and create a strategy that supports the life you're working so hard to build. Over the years, I've developed a particular passion for helping clients make smart decisions around equity compensation. Whether you're dealing with RSUs, ISOs, stock options, ESPPs, or a major liquidity event, I help clients think through the tax implications, manage concentration risk, and create a plan that connects today's decisions with their long-term goals. I also work closely with business owners who are balancing the demands of running a company while trying to make thoughtful decisions about growing and protecting their personal wealth. When your business, taxes, retirement goals, investments, and family finances are all connected, financial planning becomes about much more than investments alone. While equity compensation and business planning are often what bring people to me, my role is much larger than solving a single financial challenge. I help clients think through retirement, taxes, investments, cash flow, and long-term wealth planning so they can make decisions with confidence and stay focused on what matters most. My approach is simple: bring clarity to complexity and help people make confident financial decisions. I believe good planning should help you spend less time worrying about money and more time focusing on what matters most to you.

Private / alternative investments Equity compensation tax strategy Retirement income strategy Roth conversion strategy RSUs / ISOs / NSOs Founder/Business Owner Executive Established Professionals

James M

Series 65

Algonquin, IL

Hendricks Wealth and Estate Management

James Madl is a financial advisor at Hendricks Wealth and Estate Management with a Series 65 designation and four years of industry experience. Hendricks Wealth and Estate Management advises individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a range of analytical approaches and integrates financial planning with tax, insurance, and corporate-structure considerations, providing coordinated legal, tax, and insurance services through affiliated professionals.

General retirement planning Income planning Equity compensation tax strategy Business Financial Management
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David M

CFA®

Barrington, IL

Maple Street Capital Advisors, LLC

David Meehan is a CFA® charterholder with seven years of industry experience. He has been the sole advisor at Maple Street Capital Advisors, LLC since 2018 and previously worked as a self-employed investor for three years. Maple Street Capital Advisors provides investment management and financial planning services to individuals and families, including high-net-worth clients. The firm employs a fundamental, long-term investment approach focused on diversified, low-cost core equity and fixed-income funds, complemented by selected individual equities, with an emphasis on asset allocation, rebalancing, and strategic cash management including a near-constant allocation to gold via ETFs.

Equity compensation tax strategy Real estate investing Tax-loss harvesting General retirement planning Cash flow / budgeting
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Scott S

CFP®, Series 65

Elgin, IL

Sierens Financial Group, Inc.

Scott Sierens is a CFP® professional with 10 years of industry experience. He is the principal at Sierens Financial Group, Inc. in Elgin, IL, and has prior experience with AE Wealth Management, Gradient Advisors, and AptarGroup. He also works as a paid contractor creating content for YouTube. Sierens Financial Group, Inc. provides discretionary asset management and financial planning to individuals, trusts, estates, and high-net-worth clients, combining mutual funds, ETFs, and both fundamental and technical analysis. The firm offers educational seminars and workshops and accommodates client-specific investment restrictions and goals.

Retirement income strategy Social Security optimization Income planning General tax planning Medicare planning
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David G

CFP®

Barrington, IL

Retirement Matters, Inc.

David Grant is a CFP® at Retirement Matters, Inc. in Barrington, IL, where he has worked since 2013. He has 15 years of industry experience and operates as the sole advisor at his independent firm. Retirement Matters, Inc. manages approximately $25 million for about 21 clients, offering discretionary portfolio management, comprehensive financial planning, and ongoing wealth management services. The firm serves individuals, pension and profit-sharing plans, and charitable organizations, and incorporates fundamental analysis and individualized investment policies in its approach.

General retirement planning Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Educators, Teachers, and Academics
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James R

CFP®, Series 66

Elgin, IL

Monotelo Wealth Partners

James Richter is a CFP® professional with 25 years of industry experience, currently serving as the sole advisor at Monotelo Wealth Partners in Elgin, IL. He previously worked at Hd Vest Advisory Services and Hd Vest Investment Services before founding Monotelo Wealth Partners in 2017. In addition to his advisory role, he owns and operates Monotelo Advisors, an accounting and tax preparation practice. Monotelo Wealth Partners is an independent firm that provides discretionary portfolio management and investment advisory services to a select client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages balanced, diversified portfolios with a focus on exchange-traded funds and employs multiple methods of analysis to implement tax-efficient investment strategies.

Active portfolio management Tax-loss harvesting
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