Donovan Sanchez
Model Wealth · Wheaton, Illinois
Donovan Sanchez is a fee-only financial advisor at Model Wealth in Wheaton, Illinois, who holds the CFP credential. Donovan charges hourly fees, a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $7,900 a year and one-time plans from $4,200) and focuses on flat-fee planning and retirement planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Model Wealth |
|---|---|
| Based in | Wheaton, Illinois |
| Fee model | Hourly · Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $7,900 a year · One-time plans from $4,200 · $350 an hour · Typically works with clients with $1,000,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $318.2M across 622 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 6594768 |
| Exams passed | Series 63 (2016) · Series 65 (2018) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.modelwealth.com |
| Profile |
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Questions about Donovan
Is Donovan Sanchez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donovan holds no broker registration, and Model Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donovan charge for financial advice?
Donovan charges hourly fees, a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Donovan charge?
According to Model Wealth's website, checked October 30, 2026: ongoing planning from $7,900 a year; one-time plans from $4,200; $350 an hour; typically works with clients with $1,000,000 or more.
Does Donovan work with clients virtually?
Yes. Model Wealth says on its website that it works with clients remotely.
Where is Donovan Sanchez based?
Donovan Sanchez is based in Wheaton, Illinois.
What does Donovan specialize in?
Donovan's specialties include flat-fee planning and retirement planning. Donovan works with retirees and pre-retirees.
What credentials does Donovan Sanchez hold?
Donovan Sanchez holds the CFP credential.
Is Donovan Sanchez registered with the SEC?
Yes. Donovan Sanchez is registered as an investment adviser representative in IL (CRD 6594768), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Model Wealth manage?
Model Wealth reports $318.2M across 622 accounts in assets under management.
How do I contact Donovan Sanchez?
Through Donovan's website, www.modelwealth.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
- Model Wealth 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.
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