The Wealthy Parent
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
27
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
TypicalAverage account size
$0
About
The Wealthy Parent provides financial planning services to individuals and high-net-worth clients through a mix of project-based and ongoing engagements, including fixed-fee plans, a 90-minute checkup, hourly planning, and an ongoing-access offering. The firm is fee-only and may recommend third‑party professionals (attorneys, accountants, etc.) to assist with implementation.
The firm does not provide discretionary portfolio management or custody of client assets; instead, it delivers investment analysis and recommendations centered on asset allocation, passive funds, and modern portfolio theory, and assists clients in implementing those recommendations through custodians they select. Ongoing planning clients receive monitoring and plan updates tailored to changes in their circumstances and goals.
Noteworthy differences from many peers include a formal program of educational seminars and speaking engagements and a paid newsletter with tiered subscriptions, both offered to clients and the public. The firm reports no assets under management and does not charge percentage‑of‑AUM fees, and its principal holds both CFP® and CFA credentials, reflecting a planning-focused, credentialed practice at a small, solo-practitioner scale.
Client services
Financial planning
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Demographic focus
Parents
Fee options
The Wealthy Parent Plan: $4,950; The Wealthy Parent Ongoing Access: $495; 90-Minute Financial Checkup: $450; Seminars: $0 to $10,000
$300 per hour
Newsletter subscription: free, $10/month, or $100/year
Fee-only: Fixed fees ranging from $200 to $1,000 per month for ongoing planning; $4,950 fixed for The Wealthy Parent Plan; $495 fixed for ongoing access; $450 fixed for 90-Minute Financial Checkup; $300 hourly rate for hourly financial planning; seminar fees range from $0 to $10,000
Main office location
The Wealthy Parent
448 N La Salle Dr, Office 10 104
Chicago IL 60654, United States
Number of offices
2
Most active in
The Wealthy Parent has reported serving >5 clients in these states in the last 12 months.
California · Illinois · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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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.
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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
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