# Brian Thompson

> Brian Thompson is a fee-only financial advisor at Brian Thompson Financial LLC in Chicago, Illinois, who holds the CFP and JD credentials. Brian charges an ongoing planning fee and a one-time planning fee (ongoing planning from $8,000 a year and one-time plans from $4,000) and focuses on small business owners.

Page: https://find.wellspent.co/advisors/brian-thompson/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Brian Thompson Financial LLC
- **Based in:** Chicago, Illinois
- **Fee model:** Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $8,000 a year; one-time plans from $4,000
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $19.1M across 38 accounts
- **Credentials:** CFP, JD
- **Specialties:** Small business owners
- **Works with:** Founders
- **CRD:** 6594522 (https://adviserinfo.sec.gov/individual/summary/6594522)
- **SEC registration:** Investment adviser representative in IL, NY
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://btfinancial.com

## Frequently asked questions

### Is Brian Thompson a fee-only financial advisor?

Yes. Brian Thompson is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brian's firm.

### How does Brian charge for financial advice?

Brian charges an ongoing planning fee and a one-time planning fee.

### How much does Brian charge?

According to Brian Thompson Financial LLC's website, checked October 28, 2026: ongoing planning from $8,000 a year; one-time plans from $4,000.

### Where is Brian Thompson based?

Brian Thompson is based in Chicago, Illinois.

### What does Brian specialize in?

Brian's specialties include small business owners. Brian works with founders.

### What credentials does Brian Thompson hold?

Brian Thompson holds the CFP and JD credentials.

### Is Brian Thompson registered with the SEC?

Yes. Brian Thompson is registered as an investment adviser representative in IL and NY (CRD 6594522), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Brian Thompson Financial LLC manage?

Brian Thompson Financial LLC reports $19.1M across 38 accounts in assets under management.

### How do I contact Brian Thompson?

Through Brian's website, btfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38766): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://btfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.