The Wealthy Parent
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Demographic focus
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
448 N La Salle Dr, Office 10 104
Chicago IL 60654
Advisors at this office
1
Most active in
California · Illinois · Texas
Also doing business as
The Wealthy Parent · The Wealthy Parent 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:
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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
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