Michael J.. Schussele, CPA
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advice primarily to individual investors and may also advise trusts, partnerships, corporations, not‑for‑profits, and retirement plans. Services include portfolio recommendations, retirement and estate financial planning, and employee retirement plan design, delivered in person or through a purposely virtual practice.
Investment recommendations are personally researched and tailored rather than produced by automated software or pre‑designed models; the adviser uses fundamental and technical analysis supplemented by weekly economic and financial research and independent databases. Clients are evaluated with a written risk questionnaire, and retirement planning incorporates independent stress‑testing tools to assess longevity and spending scenarios.
The firm is fee‑only and is compensated on an hourly basis rather than using percentage‑of‑assets under management, and it does not accept custody of client funds—clients implement trades themselves or may grant a limited trade authorization for execution at the client's brokerage. The adviser also declines to recommend or sell insurance products (the firm did not renew an insurance license) and does not provide tax‑preparation services, choices that distinguish it from many peers.
Client services
Expertise
Fee options
$100/hour for net investable assets of $250,000 or less; $200/hour for up to $500,000; $300/hour for amounts over $500,000; $100/hour for estate planning; first hour free
Fee-only: Hourly fees based on net investable assets: $100/hour for $250,000 or less; $200/hour for up to $500,000; $300/hour for amounts over $500,000; Estate planning at $100/hour; First introductory hour free; Retirement planning requires $500 retainer.
Main office
Springfield IL
Advisors at this office
1
Most active in
Illinois
Also doing business as
Michael J. Schussele, Cpa · Michael Jon Schussele
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
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)