Urban Financial Advisory Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,426,833,675
Clients
254
Advisors
3
across 2 offices
About
The firm advises mid‑ to high‑net‑worth individuals and related entities, providing comprehensive financial planning and portfolio management for individual clients as well as trusts, estates and retirement plans. Financial planning engagements commonly produce written cash‑flow and asset projections that form the basis for investment recommendations and ongoing advice.
Engagements typically begin with a planning process using the eMoney platform to define time horizons and liquidity needs, then produce an investment policy that aligns expected draws with allocations to cash/fixed income versus growth assets. Portfolios are implemented with diversified mutual funds, ETFs and, for larger accounts, individual bonds; most assets are managed on a discretionary basis and quarterly performance reports are provided via Advyzon.
What distinguishes the firm from many peers is the integration of accounting and legal capabilities alongside advisory services: several advisors are CPAs and the firm provides tax planning, tax compliance and estate administration, while estate legal services are offered through a separate law practice (all such ancillary services are disclosed and billed separately). The firm also highlights specialized experience advising employees of a multinational energy company on complex qualified and non‑qualified retirement and compensation plans, which it applies when servicing clients with employer‑sponsored benefit complexities.
Client services
Expertise
Occupation focus
Fee options
Flat management fee may be negotiated; initial portfolio set-up fee generally $1,000
$0 - $3,000,000: 0.40% annually $3,000,000 - $10,000,000: 0.30% annually Above $10,000,000+: 0.20% annually
Account minimum: $1,000,000 Minimum fee: $1,250 per quarter minimum fee
Main office
See office33 N. La Salle St., Suite 1210
Chicago IL 60602
Advisors at this office
2
Offices (2)
Most active in
Illinois
Also doing business as
Urban Financial Advisory Corp · Urban Financial Advisory Corporation
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
-
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.
Quick links
Advisors at this firm
Andrew K
CFP®
Chicago, IL
Urban Financial Advisory Corporation
Andrew Kitay is a CFP® professional with six years of experience at Urban Financial Advisory Corporation in Chicago. Prior to joining Urban Financial, he held roles at EY and The Ohio State University. Urban Financial Advisory Corporation serves mid- to high-net-worth individuals and related entities, delivering comprehensive financial planning and portfolio management. The firm integrates accounting and legal services alongside advisory work, providing tax planning, compliance, and estate administration in addition to investment management.
Steven U
CFP®, Series 65
Evanston, IL
Urban Financial Advisory Corporation
Steven Urban is a CFP® and Series 65 designated advisor with 29 years of industry experience. He is a principal at Urban Financial Advisory Corporation in Evanston, IL, where he has worked since 1990. Urban Financial Advisory Corporation serves mid- to high-net-worth individuals and related entities, offering comprehensive financial planning and portfolio management. The firm integrates accounting and legal services alongside its advisory work, and specializes in advising clients with complex employer-sponsored retirement and compensation plans.
Jeremy A
CFP®
Chicago, IL
Urban Financial Advisory Corporation
Jeremy Ander is a CFP® professional with Urban Financial Advisory Corporation, where he has worked since 2007. He is based in Chicago, IL, and has 19 years of experience with the firm. Urban Financial Advisory Corporation advises mid- to high-net-worth individuals and related entities, offering comprehensive financial planning and portfolio management. The firm integrates accounting and legal services alongside advisory work, and specializes in handling complex employer-sponsored benefit plans for clients.
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”)