GCR Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee‑based financial planning, investment supervisory services, and tax preparation/advice to individual clients and related trust, small‑business, and retirement‑plan relationships; it reports managing approximately $47.4 million for about 39 clients. It operates as a solo independent adviser and offers ongoing asset supervision, standalone written plans, and hourly consultations.
Investment supervision is conducted primarily on a non‑discretionary basis, with the adviser presenting an Initial Investment Proposal and obtaining client authorization for transactions; portfolios emphasize diversified allocations using mutual funds, ETFs and individual bonds, with individual equities generally limited to a small portion when requested. The firm applies fundamental analysis, Modern Portfolio Theory, technical and quantitative techniques, and provides written supervisory reviews at least quarterly.
Noteworthy features include an affiliation with an accounting/tax practice and the provision of tax preparation and tax advice for a fee, which the brochure describes as an integrated part of its services — an arrangement that is uncommon among independent advisers. The firm does not receive commissions, generally does not accept discretionary authority, and maintains custodial relationships (including Charles Schwab Institutional services) for execution, reporting, and fee withdrawal with client consent.
Client services
Expertise
Fee options
$0 - $500,000: 1% $500,000 - $1,000,000: 0.8% $1,000,000 - $1,500,000: 0.6% $1,500,000+: 0.5%
$150 per hour
Fee-only: Single Needs Analysis/Financial Plan fees quoted in advance based on complexity; no specific range given.
Main office
2020 Calamos Ct, Ste. 200
Naperville IL 60563
Advisors at this office
1
Most active in
Illinois
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.
Forms ADV
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