A complete list of active advisors currently associated with Financial Illumination Advisors, LLC
Warmer can help you find a great advisor at Financial Illumination Advisors, LLC or one who fits your needs even better.
The firm provides personalized financial planning and outsourced CFO services to high‑net‑worth individuals, trusts, family LLCs and partnerships, private foundations, family businesses, and other family‑related enterprises. Advice is gathered through in‑depth interviews and questionnaires and delivered in a comprehensive written plan; clients retain discretion over whether and how to implement recommendations. As an outsourced CFO, the firm offers investment due diligence, illiquid investment tracking, third‑party services sourcing, estate‑planning coordination, philanthropy coordination, and other concierge financial services, and may recommend separate account managers for client consideration. The firm does not manage client assets, does not take custody or investment discretion, and provides ongoing monitoring with periodic review meetings at the client’s request. Noteworthy distinctions include that the adviser is a licensed insurance agent who may receive commission compensation for insurance products, a disclosed potential conflict of interest. The firm also departs from typical independents by not providing portfolio management for individual clients and by not relying on percentage‑of‑AUM fee arrangements, focusing its work on high‑net‑worth and family‑entity engagements rather than on non‑HNW individual clients.
To learn more about the advisors currently working at Financial Illumination Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Chicago, IL
| 11
|
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