Brian Tumpane
Cedar Capital Advisors · Glen Ellyn, Illinois
Brian Tumpane is a fee-only financial advisor at Cedar Capital Advisors in Glen Ellyn, Illinois. Brian focuses on retirement planning, tax planning and estate & legacy planning. Cedar Capital Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Brian →
Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Cedar Capital Advisors |
|---|---|
| Based in | Glen Ellyn, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $93.3M across 234 accounts |
| SEC registration | Investment adviser representative in IL · CRD 8227718 |
| Exams passed | Series 65 (2026) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.cedarcapitaladvisors.com |
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 Tumpane a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Cedar Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Cedar Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Brian charge?
According to Cedar Capital Advisors's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Does Brian work with clients virtually?
Yes. Cedar Capital Advisors says on its website that it works with clients remotely.
Where is Brian Tumpane based?
Brian Tumpane is based in Glen Ellyn, Illinois.
What does Brian specialize in?
Brian's specialties include retirement planning, tax planning and estate & legacy planning. Brian works with retirees and pre-retirees.
Is Brian Tumpane registered with the SEC?
Yes. Brian Tumpane is registered as an investment adviser representative in IL (CRD 8227718), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cedar Capital Advisors manage?
Cedar Capital Advisors reports $93.3M across 234 accounts in assets under management.
How do I contact Brian Tumpane?
Through Brian's website, www.cedarcapitaladvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Cedar Capital Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.