David Theis
Fee-Only Financial Advisors, Ltd. · Palatine, Illinois
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.
Request an introduction to David →
Specialties
Who they serve
- Retirees
Facts
| Firm | Fee-Only Financial Advisors, Ltd. |
|---|---|
| Based in | Palatine, Illinois |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Credentials | BS · CFP |
| SEC registration | Investment adviser representative in IL · CRD 2015952 |
| Exams passed | Series 63 (1990) · Series 65 (1994) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | feeonlyfinancial.com |
Request an introduction to David
Tell David a little about what you're looking for. David 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 David
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.
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
- Fee-Only Financial Advisors, Ltd. 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.