# Gary Tagtmeier

> Gary Tagtmeier is a fee-only financial advisor at D/B/A Financial Awareness Institute in Woodridge, Illinois. D/B/A Financial Awareness Institute reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/gary-tagtmeier/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** D/B/A Financial Awareness Institute
- **Based in:** Woodridge, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $15M across 6 accounts
- **CRD:** 2997847 (https://adviserinfo.sec.gov/individual/summary/2997847)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 65 (1998)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://financialawarenessinstitute.com

## Frequently asked questions

### Is Gary Tagtmeier a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gary holds no broker registration, and D/B/A Financial Awareness Institute reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Gary charge for financial advice?

Gary's firm, D/B/A Financial Awareness Institute, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Gary Tagtmeier based?

Gary Tagtmeier is based in Woodridge, Illinois.

### Is Gary Tagtmeier registered with the SEC?

Yes. Gary Tagtmeier is registered as an investment adviser representative in IL (CRD 2997847), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does D/B/A Financial Awareness Institute manage?

D/B/A Financial Awareness Institute reports $15M across 6 accounts in assets under management.

### How do I contact Gary Tagtmeier?

Through Gary's website, financialawarenessinstitute.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2997847): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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