A complete list of active advisors currently associated with Sjostrom Financial Planning Inc.
Warmer can help you find a great advisor at Sjostrom Financial Planning Inc. or one who fits your needs even better.
The firm provides comprehensive financial planning and investment advisory services to a mix of individual clients (both high‑net‑worth and other individuals), pension and profit‑sharing plans, corporations, charities, estates and trusts. Its stated service offerings include investment planning, college education planning, income tax/cash‑flow advice, fringe‑benefit/employee‑benefit (pension) consulting, business continuity planning and estate planning, with portfolio construction and supervision integrated into the planning process. The firm follows a client‑specific financial planning process — data gathering, goal setting, analysis, recommendations, implementation and ongoing monitoring — and emphasizes diversified asset allocation across mutual funds, ETFs and selected managers or individual securities where appropriate. It routinely uses third‑party institutional platforms and managers (including SEI and custodians such as TD Ameritrade, Vanguard and Fidelity), reviews performance quarterly, and rebalances portfolios as part of ongoing management. Notable characteristics for a small, state‑registered advisory firm include an explicit focus on pension and profit‑sharing plan clients and pension consulting alongside individual wealth management, an affiliation as an insurance agent (disclosing commissions on insurance products placed through Ohio National), and a mix of engagement models — percentage‑of‑AUM asset management, limited hourly projects and two‑hour review engagements for clients who do not qualify for ongoing asset management. The practice is owner‑supervised, may act as a solicitor recommending third‑party managers, and discloses that it can receive modest reimbursements from institutional providers for client meetings or events.
To learn more about the advisors currently working at Sjostrom Financial Planning Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Oak Park, IL
| 24
|
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”)