Kadisak Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$65,350,000
Clients
77
Advisors
2
of 3 employees
About
Kadisak Financial Services provides discretionary investment management and financial planning to individual and trust clients, serving both high-net-worth and non‑HNW households. The firm manages approximately $65.5 million across roughly 77 client relationships and offers supplementary services such as retirement planning, employer retirement plan reviews, and consultations on estate, tax, and insurance matters.
Clients are onboarded with a written Investment Policy and, when requested, a retirement plan that guide portfolio decisions executed through an independent custodian; portfolios are generally built from diversified mutual funds and ETFs rather than managed individual stocks. The firm follows an actively managed, tactical asset‑allocation approach with regular quarterly reviews and rebalancing, making adjustments based on changing market and asset‑class valuations.
Noteworthy operational features include a mandatory Investment Policy as part of onboarding, separate treatment and billing for employer retirement-plan reviews, and a structured program for managing children’s accounts with age‑based rules and special pricing, while operating on a fee‑only basis without accepting commissions. The advisory team is composed of two certified financial planning professionals (including an advisor with an accounting credential), and the firm expressly excludes individual stock positions from its managed portfolio reporting and rebalancing processes.
Client services
Expertise
Fee options
Investment Policy preparation: $350 one-time fee; Retirement Plan: $750 (if with Investment Plan) or $1,000 stand-alone; revisions $250 each; additional analysis $250 or more.
$0 - $1,000,000: 1.0% $1,000,001+: 0.5%
Other consulting services at $350 per hour (negotiable)
Account minimum: $100,000 or agree to pay the minimum fee of $1,000 per year Minimum fee: $1,000 per year minimum fee on asset management Fee-only: Fee-only basis; no commissions, rebates, bonuses, or finder’s fees accepted.
Main office
710 E. Ogden Suite 670
Naperville IL 60563
Advisors at this office
2
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Roger K
CFP®, Series 65
Naperville, IL
Kadisak Financial Services, Inc.
Roger Kadisak is a CFP® and Series 65-licensed advisor with 27 years of industry experience. He has been with Kadisak Financial Services, Inc. since 1995. The firm provides discretionary investment management and financial planning to both high-net-worth and non-HNW individual and trust clients. Kadisak Financial Services manages approximately $65.5 million across about 77 client relationships, using an actively managed, tactical asset-allocation approach focused on diversified mutual funds and ETFs.
Jacob K
CFP®
Naperville, IL
Kadisak Financial Services, Inc.
Jacob Kadisak is a CFP® professional with 7 years of industry experience, currently serving as an advisor at Kadisak Financial Services, Inc. in Naperville, IL, where he has worked since 2011. The firm provides discretionary investment management and financial planning to individual and trust clients, including both high-net-worth and non-high-net-worth households. Kadisak Financial Services manages approximately $65.5 million across about 77 client relationships, using an actively managed, tactical asset-allocation approach focused on diversified mutual funds and ETFs, with services that include retirement planning and employer retirement plan reviews.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")