# Luke Van de Loo

> Luke Van de Loo is a fee-only financial advisor at Sullivan Mermel, Inc. in Chicago, Illinois, who holds the CFP, CPA and MA credentials. Luke charges an ongoing planning fee and a one-time planning fee (ongoing planning from $6,000 a year and one-time plans from $950) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/luke-van-de-loo/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Sullivan Mermel, Inc.
- **Based in:** Chicago, Illinois
- **Fee model:** Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $6,000 a year; one-time plans from $950
- **Works virtually:** Yes (firm's website)
- **Credentials:** CFP, CPA, MA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 7031712 (https://adviserinfo.sec.gov/individual/summary/7031712)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 65 (2023)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://sullivanmermel.com

## Frequently asked questions

### Is Luke Van de Loo a fee-only financial advisor?

Yes. Luke Van de Loo is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Luke's firm.

### How does Luke charge for financial advice?

Luke charges an ongoing planning fee and a one-time planning fee.

### How much does Luke charge?

According to Sullivan Mermel, Inc.'s website, checked October 28, 2026: ongoing planning from $6,000 a year; one-time plans from $950.

### Does Luke work with clients virtually?

Yes. Sullivan Mermel, Inc. says on its website that it works with clients remotely.

### Where is Luke Van de Loo based?

Luke Van de Loo is based in Chicago, Illinois.

### What does Luke specialize in?

Luke's specialties include retirement planning, tax planning and estate & legacy planning.

### What credentials does Luke Van de Loo hold?

Luke Van de Loo holds the CFP, CPA and MA credentials.

### Is Luke Van de Loo registered with the SEC?

Yes. Luke Van de Loo is registered as an investment adviser representative in IL (CRD 7031712), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Luke Van de Loo?

Through Luke's website, sullivanmermel.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/6128): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.sullivanmermel.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.