Woodfield Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$202,674,300
Clients
383
Advisors
3
of 3 employees
About
Woodfield Financial Advisors provides personalized financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages roughly $230 million for several hundred client relationships and offers services that include portfolio management, retirement and estate planning, education funding, insurance reviews, and cash‑flow and tax planning.
The firm typically builds portfolios around an agreed asset allocation derived from an initial interview and written risk questionnaire, implements investments across mutual funds and ETFs, and rebalances semi‑annually while monitoring client reaction to market movements. It offers both ongoing discretionary management and one‑time or limited‑scope planning engagements (hourly or single‑fee), providing written evaluations, net worth statements, and periodic account reviews.
Compared with many peers, the firm both sells insurance products and discloses it may earn commissions on those sales, and it conducts detailed insurance planning and implementation as part of its practice. It has also created a DBA focused on serving individuals who inherit $1,000,000 or more and recently implemented a succession plan that allocated minority ownership stakes to senior staff, features that are less common among similarly sized supported firms.
Client services
Expertise
Fee options
Single fee planning engagements ranging from $600 to $15,000 depending on scope and complexity.
$0 - $5,000,000: 1.00% annually Above $5,000,000 - $10,000,000: 0.80% annually Above $10,000,000+: 0.50% annually
May earn commissions from sale of insurance products; advisory fees not charged on products that pay a commission.
$350 per hour for limited scope engagements.
Main office
21660 W. Field Pkwy Suite 290
Deer Park IL 60010
Advisors at this office
3
Most active in
Arizona · Florida · Illinois · Maryland · Tennessee · Wisconsin
Also doing business as
Woodfield Financial Advisors, Inc. · Woodfield Planning 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
James D
CFP®, Series 63
Deer Park, IL
Woodfield Financial Advisors, Inc.
James Dobbs is a CFP® with 28 years of industry experience. He has been with Woodfield Financial Advisors, Inc. since 2009. Woodfield Financial Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, small businesses, and other business entities. The firm provides financial planning, investment advisory, portfolio management, and insurance review services, developing tailored asset-allocation models that are implemented and monitored with periodic reviews and semiannual rebalancing.
Martin K
CFP®, Series 65
Deer Park, IL
Woodfield Financial Advisors, Inc.
Martin Konsor is a CFP® professional with 10 years of industry experience, currently serving at Woodfield Financial Advisors, Inc. He has been employed at Zurich North America since 2012. Woodfield Financial Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers financial planning, investment advisory, portfolio management, and insurance review services, implementing tailored asset-allocation models based on fundamental analysis and ongoing portfolio monitoring.
Donald M
CFP®, Series 63, Series 66
Deer Park, IL
Woodfield Financial Advisors, Inc.
Donald Monsen is a CFP® professional with 18 years of industry experience. He is affiliated with Woodfield Financial Advisors, Inc. in Deer Park, IL, and has prior experience with Independent Financial Group LLC and Woodfield Planning Corp. Woodfield Financial Advisors serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides financial planning, investment advisory, and portfolio management services, developing tailored asset-allocation models implemented through mutual funds and ETFs, with ongoing portfolio monitoring and periodic rebalancing.
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