Jeremy Ander
Urban Financial Advisory · Chicago, Illinois
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.
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Specialties
Facts
| Firm | Urban Financial Advisory |
|---|---|
| Based in | Chicago, Illinois |
| Fee model | One-time planning fee |
| Assets under management | $1.49B across 1,060 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 7989098 |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.ufinadv.com |
| Profile |
How Jeremy's firm compares
- Urban Financial Advisory's average account is about $1.4 million, from its Form ADV (assets managed divided by 1,060 accounts).
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Questions about Jeremy
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.
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
- Urban Financial Advisory 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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