Jeffrey Dvorak
4D Financial Advisors · Glen Ellyn, Illinois
Jeffrey Dvorak is a fee-only financial advisor at 4D Financial Advisors in Glen Ellyn, Illinois, who holds the CFP and CPWA credentials. Jeffrey charges an ongoing planning fee and a one-time planning fee (ongoing planning from $5,000 a year and one-time plans from $4,000).
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Facts
| Firm | 4D Financial Advisors |
|---|---|
| Based in | Glen Ellyn, Illinois |
| Fee model | Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $5,000 a year · One-time plans from $4,000 · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $66.4M across 210 accounts |
| Credentials | CFP · CPWA |
| SEC registration | Investment adviser representative in IL · CRD 6044031 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | 4dfinancialadvisors.com |
How Jeffrey's firm compares
- Ongoing planning starts at $5,000 a year, in line with the Illinois median of $5,000 for fee-only firms that publish prices.
- A one-time plan starts at $4,000, above the Illinois median of $2,625 for fee-only firms that publish prices.
- 4D Financial Advisors's average account is about $316,000, from its Form ADV (assets managed divided by 210 accounts).
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Questions about Jeffrey
Is Jeffrey Dvorak a fee-only financial advisor?
Yes. Jeffrey Dvorak 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 Jeffrey's firm.
How does Jeffrey charge for financial advice?
Jeffrey charges an ongoing planning fee and a one-time planning fee.
How much does Jeffrey charge?
According to 4D Financial Advisors's website, checked October 28, 2026: ongoing planning from $5,000 a year; one-time plans from $4,000; no asset minimum.
Does Jeffrey work with clients virtually?
Yes. 4D Financial Advisors says on its website that it works with clients remotely.
Where is Jeffrey Dvorak based?
Jeffrey Dvorak is based in Glen Ellyn, Illinois.
What credentials does Jeffrey Dvorak hold?
Jeffrey Dvorak holds the CFP and CPWA credentials.
Is Jeffrey Dvorak registered with the SEC?
Yes. Jeffrey Dvorak is registered as an investment adviser representative in IL (CRD 6044031), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does 4D Financial Advisors manage?
4D Financial Advisors reports $66.4M across 210 accounts in assets under management.
How do I contact Jeffrey Dvorak?
Through Jeffrey's website, 4dfinancialadvisors.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
- 4D Financial Advisors 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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