# David Theis

> David Theis is a fee-only financial advisor at Fee-Only Financial Advisors, Ltd. in Palatine, Illinois, who holds the BS and CFP credentials. David focuses on retirement planning. Fee-Only Financial Advisors, Ltd. reports charging hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Fee-Only Financial Advisors, Ltd.
- **Based in:** Palatine, Illinois
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Credentials:** BS, CFP
- **Specialties:** Retirement planning
- **Works with:** Retirees
- **CRD:** 2015952 (https://adviserinfo.sec.gov/individual/summary/2015952)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 63 (1990), Series 65 (1994)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://feeonlyfinancial.com

## Frequently asked questions

### Is David Theis a fee-only financial advisor?

Yes. David Theis is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.

### How does David charge for financial advice?

David's firm, Fee-Only Financial Advisors, Ltd., reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is David Theis based?

David Theis is based in Palatine, Illinois.

### What does David specialize in?

David's specialties include retirement planning. David works with retirees.

### What credentials does David Theis hold?

David Theis holds the BS and CFP credentials.

### Is David Theis registered with the SEC?

Yes. David Theis is registered as an investment adviser representative in IL (CRD 2015952), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact David Theis?

Through David's website, feeonlyfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/1202): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (http://feeonlyfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

---

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