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Advisor

C. Travis Reader

Illuminate Wealth Management, LLC · Chicago, Illinois

C. Travis Reader is a fee-only financial advisor at Illuminate Wealth Management, LLC in Chicago, Illinois, who holds the CFP and MSFS credentials. Illuminate Wealth Management, LLC reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only CFPMSFS

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Facts

FirmIlluminate Wealth Management, LLC
Based in Chicago, Illinois
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$167.6M across 380 accounts
CredentialsCFP · MSFS
Firm size6 employees

How C. Travis's firm compares

  • Illuminate Wealth Management, LLC's average account is about $441,000, from its Form ADV (assets managed divided by 380 accounts).

What fee-only advisors charge in Illinois

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Questions about C. Travis

Is C. Travis Reader a fee-only financial advisor?

Yes. C. Travis Reader is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

How does C. Travis charge for financial advice?

C. Travis's firm, Illuminate Wealth Management, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is C. Travis Reader based?

C. Travis Reader is based in Chicago, Illinois.

What credentials does C. Travis Reader hold?

C. Travis Reader holds the CFP and MSFS credentials.

How much does Illuminate Wealth Management, LLC manage?

Illuminate Wealth Management, LLC reports $167.6M across 380 accounts in assets under management.

How do I contact C. Travis Reader?

Contact details aren't on file yet. Search for Illuminate Wealth Management, LLC.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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