Marcos Murillo
We build custom, comprehensive plans, so you can live retirement boldly on your terms.
Vantage Point Financial · Lisle, Illinois
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.
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Specialties
Who they serve
- High earners
- Ultra high net worth
- HENRY (High Earners, Not Rich Yet)
- Executives
- Founders
- Pre-retirees
- Retirees
- Multi-generational families
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.
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- College/Education Planning
- Estate Planning
- Family Wealth Transfer
- Exit Planning
- Financial Planning
- Insurance Planning
- Investment Management
- Philanthropic Planning
- Retirement Planning
- Social Security Planning
- Tax Strategy
- Wealth Management
- Charitable Giving
- Financial Advice & Coaching
- Individual Tax Services
- Portfolio Management
- Stock Option Planning
Facts
| Firm | Vantage Point Financial |
|---|---|
| Based in | Lisle, Illinois |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $100M - $500M |
| Firm founded | 2020 |
| Firm size | 6 - 20 employees |
| Investment approach | Blend of both |
| Firm size | 17 employees |
| Website | vantagepoint-financial.com |
| Profile |
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Questions about Marcos
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Vantage Point Financial 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 25, 2026.
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