# Marcos Murillo

> Marcos Murillo is a fee-only financial advisor at Vantage Point Financial in Lisle, Illinois. Marcos charges a percentage of assets and focuses on small business owners, retirement planning and family wealth transfer.

Page: https://find.wellspent.co/advisors/marcos-murillo/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** Vantage Point Financial
- **Based in:** Lisle, Illinois
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $100M - $500M
- **Specialties:** Small business owners, Retirement planning, Family wealth transfer, Equity compensation, Tax planning, Estate & legacy planning
- **Works with:** High earners, Ultra high net worth, HENRY (High Earners, Not Rich Yet), Executives, Founders, Pre-retirees, Retirees, Multi-generational families
- **Firm size:** 17 employees
- **Website:** https://vantagepoint-financial.com/

## About

We build generational, life-long relationships with our clients and their families. Whether you’re just getting started, facing a mid-life milestone, or making sure your retirement is built to last – our team is here to sweat the details so you don’t have to.

## Frequently asked questions

### Is Marcos Murillo a fee-only financial advisor?

Yes. Marcos Murillo is listed in the public advisor directory (listed as fee-only).

### How does Marcos charge for financial advice?

Marcos charges a percentage of assets.

### Where is Marcos Murillo based?

Marcos Murillo is based in Lisle, Illinois.

### What does Marcos specialize in?

Marcos's specialties include small business owners, retirement planning, family wealth transfer, equity compensation, tax planning and estate & legacy planning. Marcos works with high earners, ultra high net worth, HENRY (High Earners, Not Rich Yet), executives and founders.

### How much does Vantage Point Financial manage?

Vantage Point Financial reports $100M - $500M in assets under management.

### How do I contact Marcos Murillo?

Through Marcos's website, vantagepoint-financial.com.

## Sources

- Public advisor directory: listed as fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://vantagepoint-financial.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.