Michael Joseph Fry
Advisor at RWC for Life — Naperville, 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
Series 63, Series 65
Experience Industry experience
23 years
Location
Naperville, IL 60563
RWC for Life
Supported
Total advisors
2Clients per advisor
49 TypicalAvg AUM per client
$310,670 Very LowHNW client ratio
10% LowMichael Fry is a financial advisor at RWC For Life with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Steward Financial Services, Inc. since 1993. Fry also creates financial education content through his business, Dashing Upward. RWC For Life provides comprehensive financial planning, targeted consulting, and investment management to individuals, high-net-worth clients, and corporate entities. The firm manages approximately $30 million in discretionary assets and offers customized and model portfolios with regular reviews.
Based on RWC for Life
Based on RWC for Life
$500 to $10,000 for comprehensive financial planning services, fixed fee
0.10% to 2.00% annually (negotiable)
$250 per hour for consulting services
Naperville, IL
2020 Calamos Court, Suite 200
Naperville IL 60563
Advisors at this office
2
Florida · Illinois · Texas
23 years of industry experience
RETIRE WITH CONFIDENCE FOR LIFE dba RWC FOR LIFE
2022 - Present • 4 years
Naperville, IL
Simplicity Wealth, LLC
2019 - 2022 • 3 years
Summit, NJ
Steward Financial Services, Inc.
1993 - Present • 33 years
Naperville, IL
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Accountant / CPA / tax prep
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Bank
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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