Athena Advisor Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Athena Advisor Services, LLC provides asset management and financial planning to individuals (including high‑net‑worth clients), trusts and estates, and business entities. The firm delivers discretionary portfolio management, written financial plans, and an ongoing financial planning subscription that includes account aggregation and planning software, and it offers a wrap‑fee program option.
Portfolios are tailored to each client’s objectives and emphasize continuous supervision, with holdings that may include individual stocks and bonds, mutual funds, ETFs and options; the firm employs fundamental, technical and cyclical analysis and reviews accounts at least quarterly with rebalancing as appropriate. Cash balances are generally managed conservatively in short‑term instruments such as money market funds and certificates of deposit to provide liquidity for fee debits and short‑term needs.
A noteworthy distinction is the firm’s affiliation with licensed insurance agents and use of a third‑party insurance platform for RIA‑friendly annuities and commission‑free insurance products, a relationship the brochure discloses as a potential conflict of interest when insurance is recommended. The firm also highlights advisors with private‑wealth credentials and the integration of planning software and account aggregation into its advisory process, which shapes how planning recommendations are produced and implemented.
Client services
Expertise
Fee options
2.0% maximum annual charge on all managed assets, billed quarterly in advance on a pro-rata annualized basis
Financial planning services available at $400 per quarter with a commitment to four quarters (1 year)
Account minimum: $500,000
Main office
1 E 22nd Street, Suite 405
Lombard IL 60148
Advisors at this office
3
Most active in
Arizona · Florida · Illinois · Texas · Wisconsin
Also doing business as
Athena Advisor Services, LLC · Athena Investment Group LLC · Athena Private Wealth · Athena Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Daniel A
CFP®, Series 63, Series 65
Lombard, IL
Athena Advisor Services, LLC
Daniel Alberth is a CFP® with 27 years of industry experience, currently with Athena Advisor Services, LLC, where he has worked for 15 years. Prior to that, he spent 10 years at Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as treasurer for the Schaumburg High School Band Boosters and co-hosts the Fierce Fiduciary Podcast, which focuses on financial education. Athena Advisor Services, LLC serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $82.2 million for about 187 clients. The firm offers discretionary asset management and financial planning, employing a combination of fundamental, technical, and cyclical analysis across various investment strategies with regular portfolio supervision and rebalancing.
Thomas S
Series 66
Lombard, IL
Athena Advisor Services, LLC
Thomas Stecich is a financial advisor at Athena Advisor Services, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked with Purshe Kaplan Sterling Investments and Athena Advisor Services since 2013. Outside of his advisory role, he serves as a volunteer firefighter and treasurer for the Ogden Dunes Amateur Radio Club. Athena Advisor Services provides asset management and financial planning to individuals, trusts, estates, and business entities. The firm offers discretionary portfolio management and ongoing planning services, using fundamental, technical, and cyclical analysis to tailor portfolios that are reviewed quarterly.
Brian B
Series 63, Series 65
Lombard, IL
Athena Advisor Services, LLC
Brian Beasley is a financial advisor with Athena Advisor Services, LLC in Lombard, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at LPL Financial for 14 years before joining Athena Advisor Services in 2013. Beasley co-hosts the Fierce Fiduciary Podcast and serves as an uncompensated administrator for several financial education discussion groups. Athena Advisor Services provides asset management and financial planning to individuals, trusts, estates, and business entities. The firm offers discretionary portfolio management, written financial plans, and ongoing subscription planning services, using fundamental, technical, and cyclical analysis to tailor portfolios and conduct quarterly reviews.
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