# Nancy Doyle

> Nancy Doyle is a fee-only financial advisor at Manage Your Financial Life in Winnetka, Illinois, who holds the CFA and CFT credentials. Nancy charges hourly fees ($250 an hour) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/nancy-doyle/
Built from public directory listings; last checked November 2, 2026.

## Facts

- **Firm:** Manage Your Financial Life
- **Based in:** Winnetka, Illinois
- **Fee model:** Hourly
- **Fees (Advice-Only Network profile):** $250 an hour
- **Works virtually:** Yes (Advice-Only Network profile)
- **Accepting new clients:** Yes (Advice-Only Network profile)
- **Credentials:** CFA, CFT
- **Specialties:** Retirement planning
- **Works with:** Divorced individuals
- **CRD:** 2515096 (https://adviserinfo.sec.gov/individual/summary/2515096)
- **SEC registration:** Investment adviser representative in FL, IL
- **Exams passed:** Series 63 (1994), Series 7 (1994)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.nancydoyle.com

## About

Nancy Doyle is an advice-only, hourly planner at Manage Your Financial Life who works mainly with women and families, especially those going through financial transitions. Drawing on thirty years in finance and wealth management, she helps clients who find money overwhelming become more informed and involved in their own finances.

Working one-on-one, Nancy helps clients simplify their finances, see all their assets and net worth in one place, set priorities, understand their investments, review spending and handle life changes. She explains things plainly, without jargon, and brings in ideas from financial therapy and professional organizing.

As a fiduciary, Nancy keeps client matters confidential and puts client needs first. She charges an hourly rate, with no retainers, commissions or referral fees. To her, financial wellness means clear goals, confident decisions and room for joy.

## Frequently asked questions

### Is Nancy Doyle a fee-only financial advisor?

Yes. Nancy Doyle is listed in the Advice-Only Network (advice-only practices, no product sales). SEC records as of November 2, 2026 show no broker registration and no commission compensation reported by Nancy's firm.

### How does Nancy charge for financial advice?

Nancy charges hourly fees.

### Does Nancy work with clients virtually?

Yes. Nancy's Advice-Only Network profile says they meet with clients virtually.

### Where is Nancy Doyle based?

Nancy Doyle is based in Winnetka, Illinois.

### What does Nancy specialize in?

Nancy's specialties include retirement planning. Nancy works with divorced individuals.

### What credentials does Nancy Doyle hold?

Nancy Doyle holds the CFA and CFT credentials.

### Is Nancy Doyle registered with the SEC?

Yes. Nancy Doyle is registered as an investment adviser representative in FL and IL (CRD 2515096), per SEC Investment Adviser Public Disclosure data as of November 2, 2026.

### How do I contact Nancy Doyle?

Through Nancy's website, www.nancydoyle.com.

## Sources

- Advice-Only Network listing (https://adviceonlynetwork.com/advisors/nancydoyle): advice-only practices, no product sales
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of November 2, 2026

---

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