# Paul Linzer

> Paul Linzer is a fee-only financial advisor at Kenora Financial in Des Plaines, Illinois. Paul charges a percentage of assets (0.4%–2% a year of assets managed and a $150,000 asset minimum) and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/paul-linzer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Kenora Financial
- **Based in:** Des Plaines, Illinois
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.4%–2% a year of assets managed; a $150,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $315.8M across 100 accounts
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Pre-retirees
- **CRD:** 4602316 (https://adviserinfo.sec.gov/individual/summary/4602316)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 65 (1999)
- **Firm size:** 7 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://kenorafinancial.com

## Frequently asked questions

### Is Paul Linzer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Kenora Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Paul charge for financial advice?

Paul charges a percentage of assets.

### How much does Paul charge?

According to Kenora Financial's website, checked October 30, 2026: 0.4%–2% a year of assets managed; a $150,000 asset minimum.

### Where is Paul Linzer based?

Paul Linzer is based in Des Plaines, Illinois.

### What does Paul specialize in?

Paul's specialties include retirement planning and tax planning. Paul works with pre-retirees.

### Is Paul Linzer registered with the SEC?

Yes. Paul Linzer is registered as an investment adviser representative in IL (CRD 4602316), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Kenora Financial manage?

Kenora Financial reports $315.8M across 100 accounts in assets under management.

### How do I contact Paul Linzer?

Through Paul's website, kenorafinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4602316): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://kenorafinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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