Justin Koress
Bondurant Investment Advisory · Evanston, Illinois
Justin Koress is a fee-only financial advisor at Bondurant Investment Advisory in Evanston, Illinois, who holds the CFP credential. Justin focuses on estate & legacy planning, tax planning and family wealth transfer. Bondurant Investment Advisory reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Bondurant Investment Advisory |
|---|---|
| Based in | Evanston, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $111.1M across 137 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 7302498 |
| Exams passed | Series 65 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sbondinvest.com |
| Profile |
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Questions about Justin
Is Justin Koress a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Justin holds no broker registration, and Bondurant Investment Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Justin charge for financial advice?
Justin's firm, Bondurant Investment Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Justin Koress based?
Justin Koress is based in Evanston, Illinois.
What does Justin specialize in?
Justin's specialties include estate & legacy planning, tax planning and family wealth transfer. Justin works with multi-generational families.
What credentials does Justin Koress hold?
Justin Koress holds the CFP credential.
Is Justin Koress registered with the SEC?
Yes. Justin Koress is registered as an investment adviser representative in IL (CRD 7302498), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bondurant Investment Advisory manage?
Bondurant Investment Advisory reports $111.1M across 137 accounts in assets under management.
How do I contact Justin Koress?
Through Justin's website, www.sbondinvest.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
- Bondurant Investment 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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