Servant's Heart Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Servant's Heart Financial Planning provides fee‑only financial planning and investment management services to individuals and high‑net‑worth clients. The firm offers written financial plans on either a project basis or as an ongoing engagement and advises on individual portfolios that include stocks, bonds, mutual funds, ETFs and cash equivalents.
The firm’s investment approach is goal‑ and asset‑allocation driven, combining principles of modern portfolio theory and fundamental analysis and using both passive and active vehicles to align allocations with clients’ risk tolerances. It can manage accounts on a discretionary or non‑discretionary basis and integrates planning topics such as retirement, tax, estate, insurance, and business planning into its advice.
Noteworthy features relative to peers include operating as a single‑practitioner registered adviser that relies on fixed and hourly fee arrangements rather than exclusively on asset‑based fees, and offering portfolio management in addition to standalone financial planning — characteristics that are uncommon in this regulatory category. The firm is recently formed, currently reports no assets under management, does not serve as a private‑fund adviser, and the principal maintains a separate outside employment.
Client services
Expertise
Fee options
Fixed fees ranging between $2,500 to $5,000 for Project-Based Financial Planning; $250 monthly fee for Ongoing Financial Planning
Hourly rate of $275 for Project-Based Financial Planning
Monthly recurring fee of $250 for Ongoing Financial Planning
Minimum fee: Flat annual fee of up to $7,500 for Investment Management services Fee-only: Fee-only firm compensated solely by advisory fees; no commissions or sales-related compensation
Main office
Palos Park IL
Advisors at this office
1
Most active in
Illinois
Also doing business as
Servant's Heart Financial Planning · Servant's Heart Financial Planning, LLC
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
Quick links
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”)