Brian Thompson
Brian Thompson Financial LLC · Chicago, Illinois
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.
Request an introduction to Brian →
Specialties
Who they serve
- Founders
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 |
| Assets under management | $19.1M across 38 accounts |
| Credentials | CFP · JD |
| SEC registration | Investment adviser representative in IL, NY · CRD 6594522 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | btfinancial.com |
| Profile |
How Brian's firm compares
- Ongoing planning starts at $8,000 a year, above the Illinois median of $5,000 for fee-only firms that publish prices.
- A one-time plan starts at $4,000, above the Illinois median of $2,625 for fee-only firms that publish prices.
- Brian Thompson Financial LLC's average account is about $502,000, from its Form ADV (assets managed divided by 38 accounts).
Request an introduction to Brian
Tell Brian a little about what you're looking for. Brian isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brian
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Brian Thompson Financial LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.