# Jonathan Rigoni

> Jonathan Rigoni is a fee-only financial advisor at North Shore Capital Group Investment Advisors in Lake Forest, Illinois. Jonathan focuses on estate & legacy planning and tax planning. North Shore Capital Group Investment Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** North Shore Capital Group Investment Advisors
- **Based in:** Lake Forest, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $38.1M across 481 accounts
- **Specialties:** Estate & legacy planning, Tax planning
- **CRD:** 5110312 (https://adviserinfo.sec.gov/individual/summary/5110312)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2006), Series 66 (2008)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://nscg-ia.com

## Frequently asked questions

### Is Jonathan Rigoni a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and North Shore Capital Group Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jonathan charge for financial advice?

Jonathan's firm, North Shore Capital Group Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Jonathan Rigoni based?

Jonathan Rigoni is based in Lake Forest, Illinois.

### What does Jonathan specialize in?

Jonathan's specialties include estate & legacy planning and tax planning.

### Is Jonathan Rigoni registered with the SEC?

Yes. Jonathan Rigoni is registered as an investment adviser representative in TX (CRD 5110312), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does North Shore Capital Group Investment Advisors manage?

North Shore Capital Group Investment Advisors reports $38.1M across 481 accounts in assets under management.

### How do I contact Jonathan Rigoni?

Through Jonathan's website, nscg-ia.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5110312): 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://nscg-ia.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.