Jonathan Rigoni
North Shore Capital Group Investment Advisors · Lake Forest, Illinois
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.
Request an introduction to Jonathan →
Specialties
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 | $38.1M across 481 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5110312 |
| Exams passed | Series 63 (2006) · Series 66 (2008) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | nscg-ia.com |
How Jonathan's firm compares
- North Shore Capital Group Investment Advisors's average account is about $79,000, from its Form ADV (assets managed divided by 481 accounts).
Request an introduction to Jonathan
Tell Jonathan a little about what you're looking for. Jonathan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jonathan
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.
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
- North Shore Capital Group Investment Advisors 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.
See something wrong? Request a correction. Read our methodology.