Wealth Strategies Counselors, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealth Strategies Counselors, Inc. provides personalized financial planning to individuals (including both high‑net‑worth and non‑HNW clients), pension and profit‑sharing plan participants, trusts, estates, charitable organizations, corporations and other business entities. Services are delivered as written broad‑based or modular financial plans with optional ongoing retainer updates; the firm does not custody client assets or offer discretionary portfolio management for individual accounts.
The firm’s investment analysis combines fundamental and technical approaches and generally favors long‑term purchase strategies, with engagements beginning with a complimentary consultation and resulting in a written, tailored plan. Compensation for advisory services is structured as fixed fees or retainers rather than a percentage of assets under management, and implementation may be carried out through associated persons who are also registered representatives and licensed insurance agents—an arrangement the brochure discloses as creating potential conflicts of interest.
Wealth Strategies Counselors is affiliated with a full‑service accounting firm (Tax & Accounting Strategies, Inc.) led by the same principal and may cross‑refer clients between the two practices, though clients are not required to use the accounting affiliate. Compared with many peers in the supported‑firm category, the absence of AUM‑based fees and the lack of portfolio management for individuals mark the firm as primarily planning‑focused, while its dual roles in brokerage and insurance distribution are a notable implementation pathway.
Client services
Expertise
Fee options
Fixed fees ranging from $600 (modular plans) to $3,000 (broad-based plans)
Separate commission-based compensation earned by associated persons as registered representatives and insurance agents
Annual financial planning retainer fees equal to 1/4 to 1/2 of original fee depending on plan type
Minimum fee: $600 to $3,000 depending on financial planning service complexity Fee-only: Fixed fees for financial planning ranging from $600 to $3,000; annual update fees at 1/4 to 1/2 of original fee
Main office
1770 Park St, Ste 204
Naperville IL 60563
Advisors at this office
2
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Advisors at this firm
Mark M
CFP®, Series 63
Naperville, IL
Wealth Strategies Counselors, Inc
Mark Madia is a CFP® professional with over 33 years of experience in financial advising. He has been with Wealth Strategies Counselors, Inc. since 1998 and has held roles at FSC Securities Corporation and Tax & Investment Services, Inc. Additionally, Madia is involved with Tax & Accounting Strategies, Inc., a tax preparation and bookkeeping firm he leads. Wealth Strategies Counselors, Inc. provides personalized financial planning to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and businesses. The firm focuses on written broad-based or modular financial plans without discretionary portfolio management and employs a combination of fundamental and technical investment analysis, generally favoring long-term purchase strategies.
Thomas T
Series 63, Series 65
Naperville, IL
Wealth Strategies Counselors, Inc
Thomas Theodore is a financial advisor with Wealth Strategies Counselors, Inc. in Naperville, IL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at FSC Securities Corporation and Tax & Investment Services Inc. and serves as president of Wealth Strategies Counselors. Outside of advisory work, he owns a tax preparation and bookkeeping firm and participates as vice president on the board of his office condominium association. Wealth Strategies Counselors, Inc. offers personalized financial planning to a diverse client base, including individuals, trusts, and business entities. The firm emphasizes written, tailored plans with a combination of fundamental and technical investment analysis, generally favoring long-term purchase strategies, and operates primarily on fixed fees or retainers without discretionary portfolio management.
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