Ivan Havrylyan
Outside The Box Financial Planning, LLC · Wheeling, Illinois
Ivan Havrylyan is a fee-only financial advisor at Outside The Box Financial Planning, LLC in Wheeling, Illinois, who holds the CFP credential. Ivan charges a one-time planning fee (one-time plans from $3,600) and focuses on physicians & residents, retirement planning and tax planning.
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Specialties
Who they serve
- Physicians
- Retirees
- Pre-retirees
- High earners
Facts
| Firm | Outside The Box Financial Planning, LLC |
|---|---|
| Based in | Wheeling, Illinois |
| Fee model | One-time planning fee |
| Fees (firm's website) | One-time plans from $3,600 |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $10.1M across 78 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 6126509 |
| Exams passed | Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | otbfinancialplanning.com |
| Profile |
How Ivan's firm compares
- A one-time plan starts at $3,600, above the Illinois median of $2,625 for fee-only firms that publish prices.
- Outside The Box Financial Planning, LLC's average account is about $130,000, from its Form ADV (assets managed divided by 78 accounts).
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Questions about Ivan
Is Ivan Havrylyan a fee-only financial advisor?
Yes. Ivan Havrylyan is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ivan's firm.
How does Ivan charge for financial advice?
Ivan charges a one-time planning fee.
How much does Ivan charge?
According to Outside The Box Financial Planning, LLC's website, checked October 28, 2026: one-time plans from $3,600.
Does Ivan work with clients virtually?
Yes. Outside The Box Financial Planning, LLC says on its website that it works with clients remotely.
Where is Ivan Havrylyan based?
Ivan Havrylyan is based in Wheeling, Illinois.
What does Ivan specialize in?
Ivan's specialties include physicians & residents, retirement planning, tax planning and student loans. Ivan works with physicians, retirees, pre-retirees and high earners.
What credentials does Ivan Havrylyan hold?
Ivan Havrylyan holds the CFP credential.
Is Ivan Havrylyan registered with the SEC?
Yes. Ivan Havrylyan is registered as an investment adviser representative in IL (CRD 6126509), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Outside The Box Financial Planning, LLC manage?
Outside The Box Financial Planning, LLC reports $10.1M across 78 accounts in assets under management.
How do I contact Ivan Havrylyan?
Through Ivan's website, otbfinancialplanning.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
- XY Planning Network directory listing : XYPN members are fee-only
- Outside The Box Financial Planning, LLC 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.
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