Shae Daniel Hess
Advisor at The Mather Group, LLC — Lisle, 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 63
Experience Industry experience
6 years
Location
Lisle, IL 60532
The Mather Group, LLC
Multi-team
Shae Hess is a CFP® professional with six years of industry experience, currently serving as a financial advisor at The Mather Group, LLC. Prior to joining The Mather Group, Hess held roles at firms including Sebold Capital Management, Northwestern Mutual, and Wells Fargo Advisors. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with customizable portfolio strategies and incorporates AI and machine-learning tools under human oversight.
Based on The Mather Group, LLC
Based on The Mather Group, LLC
Fixed fees may be charged for tax preparation services for clients below $5,000,000 AUM; also applies for additional tax preparation beyond scope.
$0 - $2,000,000: 1.15% $2,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Financial planning fees are quoted individually as a retainer fee; tax preparation may have a fixed fee for clients below certain asset thresholds.
Account minimum: $1,000,000 Minimum fee: Some legacy clients have minimum fees that may exceed 2% on assets under management; these minimum fees are agreed upon with the client.
Lisle, IL
2443 Warrenville Rd, Suite 150
Lisle IL 60532
Advisors at this office
1
Illinois
6 years of industry experience
The Mather Group, LLC
2026 - Present • 1 year
Chicago, IL
Sebold Capital Management
2023 - 2026 • 3 years
Lisle, IL
Chad McQuade
2023 - 2023 • 1 year
Oak Brook, IL
Northwestern Mutual Investment Services LLC
2023 - 2023 • 1 year
Oak Brook, IL
Wells Fargo Advisors
2022 - 2023 • 1 year
Oakbrook, IL
McLean Wealth Mangement
2022 - 2023 • 1 year
Oak Brook, IL
Unemployed
2022 - 2022 • 1 year
York, PA
Cambridge Investment Research, Inc.
2019 - 2022 • 3 years
Fairfield, IA
Harvest Rock Advisors
2019 - 2022 • 3 years
York, PA
Northwestern Mutual Wealth Management Company
2017 - 2019 • 2 years
Milwaukee, WI
Matthew McCormick
2017 - 2019 • 2 years
York, PA
Northwestern Mutual Investment Services LLC
2017 - 2019 • 2 years
York, PA
DH Distributing
2014 - 2017 • 3 years
Harrisburg, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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