Ian Kos
Tetley Investments · Park Ridge, Illinois
Ian Kos is a fee-only financial advisor at Tetley Investments in Park Ridge, Illinois. Ian focuses on estate & legacy planning and tax planning. Tetley Investments reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Tetley Investments |
|---|---|
| Based in | Park Ridge, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $193.9M across 525 accounts |
| SEC registration | Investment adviser representative in IL · CRD 6119885 |
| Exams passed | Series 65 (2012) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.tetleyinvestments.com |
| Profile |
How Ian's firm compares
- Tetley Investments's average account is about $369,000, from its Form ADV (assets managed divided by 525 accounts).
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Questions about Ian
Is Ian Kos a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ian holds no broker registration, and Tetley Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ian charge for financial advice?
Ian's firm, Tetley Investments, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Ian Kos based?
Ian Kos is based in Park Ridge, Illinois.
What does Ian specialize in?
Ian's specialties include estate & legacy planning and tax planning.
Is Ian Kos registered with the SEC?
Yes. Ian Kos is registered as an investment adviser representative in IL (CRD 6119885), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tetley Investments manage?
Tetley Investments reports $193.9M across 525 accounts in assets under management.
How do I contact Ian Kos?
Through Ian's website, www.tetleyinvestments.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
- Tetley Investments 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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