# Jeremy Ander

> Jeremy Ander is a fee-only financial advisor at Urban Financial Advisory in Chicago, Illinois, who holds the CFP credential. Jeremy charges a one-time planning fee and focuses on tax planning.

Page: https://find.wellspent.co/advisors/jeremy-ander/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Urban Financial Advisory
- **Based in:** Chicago, Illinois
- **Fee model:** One-time planning fee
- **Assets under management (firm):** $1.49B across 1,060 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning
- **CRD:** 7989098 (https://adviserinfo.sec.gov/individual/summary/7989098)
- **SEC registration:** Investment adviser representative in IL
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** http://www.ufinadv.com

## Frequently asked questions

### Is Jeremy Ander a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Urban Financial Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeremy charge for financial advice?

Jeremy charges a one-time planning fee.

### Where is Jeremy Ander based?

Jeremy Ander is based in Chicago, Illinois.

### What does Jeremy specialize in?

Jeremy's specialties include tax planning.

### What credentials does Jeremy Ander hold?

Jeremy Ander holds the CFP credential.

### Is Jeremy Ander registered with the SEC?

Yes. Jeremy Ander is registered as an investment adviser representative in IL (CRD 7989098), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Urban Financial Advisory manage?

Urban Financial Advisory reports $1.49B across 1,060 accounts in assets under management.

### How do I contact Jeremy Ander?

Through Jeremy's website, www.ufinadv.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7989098): 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
- The firm's website (https://www.ufinadv.com/): specialties, clients served, and fees, checked October 30, 2026

---

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