Lotic Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lotic Financial Planning LLC provides fee-only, project-based financial planning to individuals, families, small businesses, and high-net-worth individuals. Services are delivered as limited-scope, one-time engagements covering cash flow and debt management, retirement and estate planning, tax and insurance review, college savings, and investment analysis.
The firm’s advice draws on modern portfolio theory and fundamental analysis and may include recommendations for asset allocation, passive index funds, mutual funds or ETFs, and socially responsible investing options when requested. Recommendations are made solely in the context of a financial plan; clients are responsible for implementing and monitoring any trades because the firm does not provide ongoing portfolio management, custody, or discretionary trading.
Compared with many independent advisers, the firm does not offer portfolio management or percentage-of-assets fees and instead focuses on standalone planning engagements without accepting custody or performance-based fees. The firm was recently established as a fee-only LLC and notes a principal with a technical and business academic background, which is reflected in its emphasis on one-time, analytical planning work rather than continuous asset management.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$200 per hour
Fee-only: Hourly rate of $200, fees negotiable
Main office
Naperville IL
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 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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