John Piershale
Piershale Wealth Management · Crystal Lake, Illinois
John Piershale is a fee-only financial advisor at Piershale Wealth Management in Crystal Lake, Illinois, who holds the CFP credential. John focuses on retirement planning, tax planning and estate & legacy planning. Piershale Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Piershale Wealth Management |
|---|---|
| Based in | Crystal Lake, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $27.0M across 110 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 2335715 |
| Exams passed | Series 63 (1993) · Series 66 (2003) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | johnpiershale.com |
| Profile |
How John's firm compares
- Piershale Wealth Management's average account is about $245,000, from its Form ADV (assets managed divided by 110 accounts).
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Questions about John
Is John Piershale a fee-only financial advisor?
Yes. John Piershale is listed in 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 John's firm.
How does John charge for financial advice?
John's firm, Piershale Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Piershale based?
John Piershale is based in Crystal Lake, Illinois.
What does John specialize in?
John's specialties include retirement planning, tax planning, estate & legacy planning and equity compensation. John works with retirees.
What credentials does John Piershale hold?
John Piershale holds the CFP credential.
Is John Piershale registered with the SEC?
Yes. John Piershale is registered as an investment adviser representative in IL (CRD 2335715), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Piershale Wealth Management manage?
Piershale Wealth Management reports $27.0M across 110 accounts in assets under management.
How do I contact John Piershale?
Through John's website, johnpiershale.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Piershale Wealth Management 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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