Patti Hughes
Lake Life Wealth Advisory Group LLC · Chicago, Illinois
Patti Hughes is a fee-only financial advisor at Lake Life Wealth Advisory Group LLC in Chicago, Illinois, who holds the CFP and CPA credentials. Patti charges an ongoing planning fee (ongoing planning from $3,000 a year and no asset minimum) and focuses on student loans, retirement planning and tax planning.
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Specialties
Who they serve
- Early-career professionals
Facts
| Firm | Lake Life Wealth Advisory Group LLC |
|---|---|
| Based in | Chicago, Illinois |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $3,000 a year · No asset minimum |
| Accepting new clients | Yes |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in IL · CRD 6840659 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | lakelifewealthadvisorygroup.com |
How Patti's firm compares
- Ongoing planning starts at $3,000 a year, below the Illinois median of $5,000 for fee-only firms that publish prices.
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Questions about Patti
Is Patti Hughes a fee-only financial advisor?
Yes. Patti Hughes is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Patti's firm.
How does Patti charge for financial advice?
Patti charges an ongoing planning fee.
How much does Patti charge?
According to Lake Life Wealth Advisory Group LLC's website, checked October 28, 2026: ongoing planning from $3,000 a year; no asset minimum.
Where is Patti Hughes based?
Patti Hughes is based in Chicago, Illinois.
What does Patti specialize in?
Patti's specialties include student loans, retirement planning, tax planning and estate & legacy planning. Patti works with early-career professionals.
What credentials does Patti Hughes hold?
Patti Hughes holds the CFP and CPA credentials.
Is Patti Hughes registered with the SEC?
Yes. Patti Hughes is registered as an investment adviser representative in IL (CRD 6840659), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Patti Hughes?
Through Patti's website, lakelifewealthadvisorygroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Lake Life Wealth Advisory Group LLC 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.
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