Neha Howery
Studio Investment Management · Chicago, Illinois
Neha Howery is a fee-only financial advisor at Studio Investment Management in Chicago, Illinois, who holds the CFP and CFA credentials. Studio Investment Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Neha →
Facts
| Firm | Studio Investment Management |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $903.0M across 961 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in IL, TX · CRD 6470936 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.studioinvestment.com |
How Neha's firm compares
- Studio Investment Management's average account is about $940,000, from its Form ADV (assets managed divided by 961 accounts).
Request an introduction to Neha
Tell Neha a little about what you're looking for. Neha 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.
Questions about Neha
Is Neha Howery a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Neha holds no broker registration, and Studio Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Neha charge for financial advice?
Neha's firm, Studio Investment Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Neha Howery based?
Neha Howery is based in Chicago, Illinois.
What credentials does Neha Howery hold?
Neha Howery holds the CFP and CFA credentials.
Is Neha Howery registered with the SEC?
Yes. Neha Howery is registered as an investment adviser representative in IL and TX (CRD 6470936), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Studio Investment Management manage?
Studio Investment Management reports $903.0M across 961 accounts in assets under management.
How do I contact Neha Howery?
Through Neha's website, www.studioinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.