Paul Samuel Shuman
Advisor at The Planning Group — Northfield, 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®, Series 66
Experience Industry experience
22 years
Location
Northfield, IL 60093
The Planning Group
Supported
Total advisors
4Clients per advisor
63 HighAvg AUM per client
$1,099,260 HighHNW client ratio
24% TypicalPaul Shuman is a CFP® with 21 years of industry experience, currently serving as an advisor at The Planning Group. He has previously worked at Cambridge Investment Research Advisors and has operated Shuman Financial Consulting, LLC since 2009. Shuman is a CPA and serves as a board member and Financial Committee Chairman for Shore Community Services, Inc. in Skokie, IL. The Planning Group is a registered investment adviser that serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a model-based investment approach using fundamental analysis and modern portfolio theory, offering discretionary portfolio management and financial planning tailored to client objectives.
Based on The Planning Group
Fixed fees for financial planning between $500 and $25,000
$0 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.65% $3,000,001+: 0.50%
$100 to $500 per hour
Fee-only: Fixed fees between $500 and $25,000; Hourly fees between $100 and $500
Northfield, IL
465 Central Ave, Suite 201
Northfield IL 60093
Advisors at this office
4
Arizona · California · Florida · Illinois · Nebraska · Texas
22 years of industry experience
TPG Advisors LLC
2018 - Present • 8 years
Northfield, IL
Shuman Financial Consulting, LLC
2009 - Present • 17 years
Northfield, IL
CAMBRIDGE INVESTMENT RESEARCH Advisors, INC
2009 - 2018 • 9 years
Fairfield, IA
Cambridge Investment Research, Inc
2009 - 2018 • 9 years
Fairfield, IA
Tower Square Securities, Inc.
2006 - 2009 • 3 years
IL
Securian Financial Services, Inc.
2004 - 2006 • 2 years
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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