Padden Financial Planning LLC
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About
Padden Financial Planning LLC is a fee-only adviser that serves individuals and families, including trusts, estates, and retirement plans, providing holistic financial planning and tax planning services. Its stated offerings include portfolio analysis and asset allocation, investment recommendations, income tax planning and preparation, retirement and estate planning, education funding, and cash flow and budgeting support; the firm lists two advisors and 46 clients.
The firm’s investment approach centers on disciplined asset allocation with an emphasis on equities for long-term appreciation, global diversification, and high-quality fixed income to manage volatility, typically implemented with mutual funds, ETFs and passively managed index funds. Padden works with clients through three non‑AUM engagement types (Open Retainer, Project Retainer, and Hourly), does not accept discretionary trading authority, and requires client approval before executing transactions.
Compared with many peers, Padden does not use a percentage‑of‑assets fee model and instead relies on flat retainers and hourly billing while maintaining a fee‑only, non‑commission policy and no custody of client assets. Distinctive features in the brochure include the principal’s CPA, CFP® and Registered Life Planner credentials and memberships in ACP and NAPFA, and the firm’s disclosure that it advises approximately $180 million in marketable assets that are not reported as regulatory AUM because services are not continuous supervisory management.
Client services
Expertise
Fee options
Flat annual fees for Open Retainer ($4,000 - $50,000), flat fees for Project Retainer engagements
$350 per hour
Fee-only: Flat annual fees ranging from $4,000 to $50,000 for Open Retainer; flat fees for Project Retainer engagements
Main office
Chicago IL
Advisors at this office
2
Most active in
Illinois · Louisiana · Texas
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
Advisors at this firm
Brian P
Series 63, Series 65
Chicago, IL
Padden Financial Planning LLC
Brian Padden is a financial advisor at Padden Financial Planning LLC in Chicago, IL. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Padden Financial Planning, he held roles at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory work, he also spends time as a rideshare driver for Uber Technologies, Inc. Padden Financial Planning LLC is a fee-only firm serving individuals and families, including trusts, estates, and retirement plans. The firm offers comprehensive financial and tax planning services with an investment approach that emphasizes disciplined asset allocation, global diversification, and the use of primarily mutual funds, ETFs, and passive index funds.
Sheila P
CFP®, PFS™
Chicago, IL
Padden Financial Planning LLC
Sheila Padden is a CFP® and PFS™ credentialed advisor with 13 years of experience at Padden Financial Planning LLC and over 27 years as a CPA. She has led her firm since 2013, providing financial planning services from Chicago, IL. Padden Financial Planning LLC is a fee-only advisory firm serving individuals and families, including trusts, estates, and retirement plans. The firm offers comprehensive financial and tax planning with an investment approach focused on disciplined asset allocation, global diversification, and managing volatility through mutual funds, ETFs, and passive index funds.
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