DHJJ Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$586,427,493
Clients
399
Advisors
7
across 4 offices
About
DHJJ Financial Advisors serves individual investors (including high-net-worth clients) and retirement-plan sponsors, offering discretionary and non-discretionary portfolio management, written financial planning, and retirement-plan advisory and participant-education services. The firm also makes tax preparation and other accounting services available through an affiliated CPA firm under separate engagement agreements.
Investment management is delivered primarily on a discretionary basis with accounts custodied at Charles Schwab, and portfolios are constructed around client-specific objectives, time horizons, risk tolerance, and tax considerations. The firm employs asset-allocation and fundamental analysis, uses mutual funds and ETFs as core holdings, and may utilize structured notes and options strategies in appropriate client accounts; it also uses approved AI tools to support analysis while maintaining advisor judgment and will only transact in cryptocurrencies at an express client request.
A noteworthy aspect relative to many peers is the formal affiliation with an accounting firm (DHJJ), including shareholder overlap and disclosed potential conflicts of interest, with accounting services performed under separate contracts and no requirement that clients use the affiliate. The brochure also highlights less-common offerings for a firm this size—advising on Section 351 exchange ETFs, occasional use of structured notes, and a documented AI policy—while disclosing custodian practices, proxy-voting limits, and client-directed limitations on certain strategies.
Client services
Expertise
Occupation focus
Fee options
$0 - $250,000: 1.75% $250,000 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.65% $10,000,000+: 0.50%
$150 to $495 per hour for financial planning depending on complexity and advisor experience; $200 to $400 per hour for additional retirement plan services
Account minimum: $250,000 Minimum fee: $5,000 annual minimum fee for 401(k) Plan clients Fee-only: Investment advisory fees and hourly financial planning fees; no commissions
Main office
See office184 Shuman Boulevard, Suite 200
Naperville IL 60563
Advisors at this office
3
Offices (4)
Most active in
Arizona · California · Colorado · Florida · Illinois · Indiana · Michigan · Texas · Wisconsin
Also doing business as
Dhjj Financial Advisors · Dhjj Financial Advisors, Ltd. · Digiovine Hnilo Jordan & Johnson Financial Advisors · Digiovine Hnilo Jordan & Johnson Financial Advisors Ltd
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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.
Quick links
Advisors at this firm
Terrence C
CFP®, Series 65
St. Charles, IL
DHJJ Financial Advisors
Terrence Cicero is a CFP® credentialed financial advisor with 18 years of industry experience. He has been with DHJJ Financial Advisors and DigioVine, Hnilo, Jordan & Johnson, Ltd. since 2007. DHJJ Financial Advisors is an SEC-registered firm managing approximately $543.5 million across eight advisors, serving both individual and high-net-worth clients with portfolio management, financial planning, and retirement plan services. The firm offers integrated tax preparation and accounting services through an affiliated CPA firm and typically manages accounts on a discretionary basis using a range of investment vehicles.
Suzanne L
Series 63, Series 65
St. Charles, IL
DHJJ Financial Advisors
Suzanne Lockwoodfisher is a financial advisor at DHJJ Financial Advisors with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Cetera Advisor Networks, and Total Clarity Wealth Management. Since 2020, she has been with DHJJ Financial Advisors, a team of eight advisors based in St. Charles, IL. DHJJ Financial Advisors manages approximately $543.5 million for individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan services. The firm employs client-specific investment policies and manages accounts primarily on a discretionary basis, with a notable affiliation to a Certified Public Accounting firm that provides tax and accounting services under separate agreements.
Dana A
CFP®
Naperville, IL
DHJJ Financial Advisors
Dana Anderson is a CFP® professional with five years of experience at DHJJ Financial Advisors. Prior to joining DHJJ, Dana held roles at Ernst & Young, United Parcel Service, and worked in various positions while attending North Central College. DHJJ Financial Advisors is an SEC-registered firm managing approximately $543.5 million and serving both individual and high-net-worth clients. The firm provides portfolio management, financial planning, and retirement plan services, and offers access to tax preparation and accounting through an affiliated CPA firm.
Paul M
CFP®, Series 63, Series 65
Naperville, IL
DHJJ Financial Advisors
Paul Minta is a CFP® professional with 28 years of experience in financial advising. He has been with Digiovino, Hnilo, Jordan & Johnson Financial Advisors, Ltd. since 1996. He is based in Naperville, IL, and holds Series 63 and Series 65 licenses. DHJJ Financial Advisors is an SEC-registered firm managing approximately $543.5 million through a team of eight advisors. The firm serves individual and high-net-worth clients with portfolio management, financial planning, and retirement plan services, and offers integrated access to tax preparation and accounting through an affiliated CPA firm.
Katherine B
CFP®
Geneva, IL
DHJJ Financial Advisors
Katherine Byrne is a CFP® professional with 10 years of industry experience. She has been with DHJJ Financial Advisors, a firm based in Geneva, IL, since 2014. DHJJ Financial Advisors is an SEC-registered firm managing approximately $543.5 million and serves individual and high-net-worth clients. The firm provides portfolio management, financial planning, and retirement plan services, and offers access to tax preparation and accounting through an affiliated CPA firm.
Katelyn W
CFP®
Naperville, IL
DHJJ Financial Advisors
Katelyn Wright is a CFP® professional at DHJJ Financial Advisors with four years at the firm and a total of seven years in the financial industry. Before joining DHJJ, she worked for six years at CUSD 200. DHJJ Financial Advisors serves individual investors, including high-net-worth clients, and retirement-plan sponsors by providing portfolio management, financial planning, and retirement-plan advisory services. The firm integrates accounting services through an affiliated CPA firm and employs discretionary investment management tailored to client-specific goals using asset allocation, fundamental analysis, and approved AI tools.
Camilla C
CFP®
Bartlett, IL
DHJJ Financial Advisors
Camilla Corso is a CFP® professional with 14 years of experience in financial advising. She has been with DigioVine Hnilo Jordan + Johnson, Ltd. since 2010. Corso is based in Bartlett, IL, and works as part of an eight-advisor team at DHJJ Financial Advisors. DHJJ Financial Advisors manages approximately $543.5 million and serves individual and high-net-worth clients with portfolio management, financial planning, and retirement plan services. The firm integrates investment management with access to tax preparation and accounting services through an affiliated CPA firm and typically manages accounts on a discretionary basis using a variety of investment vehicles.
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