F
Financial Solutions, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Financial Solutions, Inc. is a state‑registered investment adviser that offers investment management and a range of financial planning services, including project‑based and ongoing comprehensive planning for individuals, high‑net‑worth clients, and businesses. The firm is newly registered and currently reports no assets under management; it generally charges advisory fees based on a percentage of AUM.
FSI builds individualized investment policy statements and implements portfolios using a mix of fundamental, technical, and charting analyses, with both passive and active strategies informed by Modern Portfolio Theory. The firm also recommends and oversees outside managers, assisting clients with manager selection, onboarding, and periodic monitoring of holdings, strategy, concentrations, and compliance.
What is noteworthy about FSI is the emphasis on accounting and tax expertise in its advisory work: the principal holds CPA credentials and advanced tax and finance degrees alongside CFP designation, and the brochure highlights tax‑aware planning, business planning, and estate considerations as part of its services. The firm’s formal due‑diligence process for selecting and monitoring outside managers, and its disclosure that it does not share in outside managers’ advisory fees, are practices that distinguish it from many peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
General estate planning guidance
Fee options
Project-Based Financial Planning fees are fixed and negotiable, with half due upfront and remainder at completion; upfront charge for Comprehensive Financial Planning up to $2,500.
$0 - $250,000: 1.00% $250,001 - $500,000: 0.90% $500,001 - $750,000: 0.80% $750,001+: 0.70%
Main office location
Financial Solutions, Inc.
9350 Skokie Boulevard, Suite 504
Skokie IL 60077, United States
Number of offices
1
Most active in
Financial Solutions, Inc. has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
-
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.
-
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.
Forms ADV
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