Skinner Advisory, LTD.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Skinner Advisory is a fee-only registered investment adviser that primarily serves individual clients, managing taxable accounts, qualified retirement accounts, and revocable living trusts, and it occasionally advises corporate pension and profit-sharing plans. The firm provides discretionary portfolio management, investment advice, and limited consulting on income tax and estate planning.
The firm invests almost exclusively in no‑load mutual funds and exchange-traded funds, relying on Morningstar data, fund filings, and manager presentations to evaluate funds for long‑term, risk‑adjusted performance and alignment of interests. Portfolios are reviewed monthly by the advisor, with quarterly written reports to clients and an annual conference to reassess objectives and allocation changes.
Distinctive features include its small scale — approximately $22.1 million in assets under management across 37 client relationships — and operation by a single, CPA‑credentialed adviser with multi‑decade experience and professional securities qualifications. The firm also provides very limited tax preparation and representation while maintaining a Code of Ethics, avoids soft‑dollar arrangements, permits firm personnel to trade the same publicly traded securities recommended to clients, and does not take custody of client assets.
Client services
Expertise
Fee options
1% per annum, billed quarterly
Account minimum: $250,000 Fee-only: Investment advisory fees only; no commissions or other compensation
Main office
Wheaton 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:
-
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”)