Kinkelaar & Associates
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
84
Advisors
1
of 1 employees
About
Kinkelaar & Associates serves individuals, trusts, estates, and small businesses, providing fee-only financial planning and investment advisory services through hourly project engagements and fixed-fee arrangements. The firm also conducts educational workshops and programs on financial and small-business topics, which are offered periodically and sometimes provided pro bono or through sponsors.
The firm’s investment approach emphasizes fundamental analysis and the principles of Modern Portfolio Theory to establish strategic asset allocations, typically recommending low-cost mutual funds and ETFs and periodic rebalancing. Advice is delivered on a non-discretionary basis: clients receive specific recommendations but retain final implementation authority and the firm does not provide continuous account monitoring.
Compared with many independent peers, the firm’s combination of serving business clients and routinely offering group educational programs is uncommon for a small advisory practice. It also differs by not charging percentage-of-assets or performance-based fees, not accepting commissions, and not taking custody of client assets, relying solely on client-paid hourly or fixed fees.
Client services
Expertise
Fee options
Fixed fees may be charged for some engagements or educational workshops; based on hourly rate and estimated time.
$230 per hour
Fee-only: Hourly fee of $230 per hour; fixed fees based on hourly rate; some educational workshops may be pro bono or charged a fixed fee.
Main office
125 South Wacker Drive, Suite 300
Chicago IL 60606
Advisors at this office
1
Most active in
Illinois · Ohio
Also doing business as
Deshongkinkelaar, Mary P · Kinkelaar & Associates
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.
Forms ADV
Quick links
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