Financial Design Studio, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Financial Design Studio, Inc. serves individuals (including high‑net‑worth clients), small businesses, and charitable organizations with a mix of portfolio management and financial planning. Beyond investment and planning services, the firm also provides personal tax return preparation, business bookkeeping and consulting, and educational seminars and speaking engagements.
The firm’s investment approach emphasizes long‑term asset allocation and buy‑and‑hold strategies using mutual funds and ETFs, with discretionary portfolio management and selective use of actively managed funds when deemed appropriate. Its advisory process integrates ongoing financial planning with portfolio oversight and draws on fundamental, technical, and cyclical analysis to inform allocation and security selection.
What is noteworthy about the firm is its broader service set for a small advisory team: it offers in‑house tax preparation and bookkeeping alongside investment advice, and it runs no‑cost group educational seminars that are explicitly educational rather than individualized sales events. As a compact multi‑advisor practice managing roughly $100 million in client assets, it combines investment management, planning, and business financial services in a single advisory relationship more commonly seen at larger firms.
Client services
Expertise
Occupation focus
Fee options
Ongoing Financial Planning Services: typically $10,000 annually, paid monthly in arrears; Business Bookkeeping monthly flat fees depend on service scope
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001+: 0.60%
$250 per hour (negotiable based on scope)
Account minimum: $875,000 minimum portfolio value for Investment Management Services (may be waived at discretion)
Main office
21660 West Field Parkway, Suite 118
Deer Park IL 60010
Advisors at this office
3
Most active in
Illinois · Kansas · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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.
Quick links
Advisors at this firm
Trevore M
CFP®
Deer Park, IL
Financial Design Studio, Inc.
Trevore Meyer is a CFP® professional with nine years of industry experience. He has worked at Financial Design Studio, Inc. since 2019 and previously held roles at Presence Financial and Responsive Financial Group, Inc. Financial Design Studio, Inc. serves individuals, small businesses, and charitable organizations with portfolio management and financial planning, supplemented by in-house tax preparation, business bookkeeping, and educational seminars. The firm’s investment approach focuses on long-term asset allocation and buy-and-hold strategies, combining fundamental, technical, and cyclical analysis to guide portfolio decisions.
Robert S
CFP®, CFA®
Deer Park, IL
Financial Design Studio, Inc.
Robert Stoll is a CFP® and CFA® with eight years of industry experience. He has worked at Financial Design Studio, Inc. since 2019 and previously held roles at Original Financial LLC, Honey Lake Advisors, LLC, and Institutional Capital LLC. Financial Design Studio, Inc. serves individuals, small businesses, and charitable organizations with portfolio management, financial planning, tax preparation, bookkeeping, and educational seminars. The firm emphasizes long-term asset allocation and buy-and-hold strategies, integrating ongoing financial planning with portfolio oversight.
Michelle S
CFP®, Series 65
Deer Park, IL
Financial Design Studio, Inc.
Michelle Smalenberger is a CFP® and holds a Series 65 license with 14 years of industry experience. She has worked at Financial Design Studio, Inc. since 2017 and previously spent 12 years at Kabarec Financial Advisors, Ltd. Financial Design Studio, Inc. serves individuals, small businesses, and charitable organizations with portfolio management and financial planning. The firm provides additional services including personal tax preparation, business bookkeeping, and educational seminars, emphasizing long-term asset allocation and buy-and-hold strategies using mutual funds and ETFs.
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