Mantas Tautkus
MT Financial Planning, Inc. · Lake Barrington, Illinois
Mantas Tautkus is a fee-only financial advisor at MT Financial Planning, Inc. in Lake Barrington, Illinois, who holds the CFP, CRPC and EA credentials.
- $36M
- Firm assets managed
- $138,000
- Firm's average account
- 2010
- First securities exam
What Mantas focuses on
How does Mantas's firm compare?
-
MT Financial Planning, Inc.'s average account is about $138,000, from its Form ADV (assets managed divided by 261 accounts).
Questions about Mantas
Is Mantas Tautkus a fee-only financial advisor?
Yes. Mantas Tautkus is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Mantas's firm.
How does Mantas Tautkus charge for financial advice?
Mantas Tautkus charges a one-time planning fee, hourly fees and a flat fee or retainer.
How much does Mantas Tautkus charge?
According to MT Financial Planning, Inc.'s website, checked October 28, 2026: no asset minimum.
Where is Mantas Tautkus based?
Mantas Tautkus is based in Lake Barrington, Illinois.
What does Mantas Tautkus specialize in?
Mantas Tautkus's specialties include tax planning.
What credentials does Mantas Tautkus hold?
Mantas Tautkus holds the CFP, CRPC and EA credentials.
Is Mantas Tautkus registered with the SEC?
Yes. Mantas Tautkus is registered as an investment adviser representative in IL (CRD 5683438), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does MT Financial Planning, Inc. manage?
MT Financial Planning, Inc. reports $36.1M across 261 accounts in assets under management.
How do I contact Mantas Tautkus?
Through Mantas Tautkus's website, mtfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | MT Financial Planning, Inc. |
|---|---|
| Based in | Lake Barrington, Illinois |
| Fee model | One-time planning fee · Hourly · Flat fee or retainer |
| Fees (firm's website) | No asset minimum |
| Assets under management | $36.1M across 261 accounts |
| Credentials | CFP · CRPC · EA |
| SEC registration | Investment adviser representative in IL · CRD 5683438 |
| Exams passed | Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | mtfinancialplanning.com |
| Profile |
Request an introduction to Mantas
Tell Mantas a little about what you're looking for. Mantas 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.
Other fee-only advisors in Illinois
Other advisors in Illinois who focus on tax planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- MT Financial Planning, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.