Lisa Dieter
Ember House Wealth Management · Chicago, Illinois
Lisa Dieter is a fee-only financial advisor at Ember House Wealth Management in Chicago, Illinois. Lisa charges a percentage of assets (1.5% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on estate & legacy planning.
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Specialties
Facts
| Firm | Ember House Wealth Management |
|---|---|
| Based in | Chicago, Illinois |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.5% a year on the first tier of assets managed · A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $92.0M across 166 accounts |
| SEC registration | Investment adviser representative in IL · CRD 4711787 |
| Exams passed | Series 63 (2003) · Series 65 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.emberhouse.com |
| Profile |
How Lisa's firm compares
- Ember House Wealth Management's average account is about $554,000, from its Form ADV (assets managed divided by 166 accounts).
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Questions about Lisa
Is Lisa Dieter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lisa holds no broker registration, and Ember House Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lisa charge for financial advice?
Lisa charges a percentage of assets.
How much does Lisa charge?
According to Ember House Wealth Management's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed; a $500,000 asset minimum.
Where is Lisa Dieter based?
Lisa Dieter is based in Chicago, Illinois.
What does Lisa specialize in?
Lisa's specialties include estate & legacy planning.
Is Lisa Dieter registered with the SEC?
Yes. Lisa Dieter is registered as an investment adviser representative in IL (CRD 4711787), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ember House Wealth Management manage?
Ember House Wealth Management reports $92.0M across 166 accounts in assets under management.
How do I contact Lisa Dieter?
Through Lisa's website, www.emberhouse.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
- Ember House Wealth Management 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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