Paul Linzer
Kenora Financial · Des Plaines, Illinois
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.
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Specialties
Who they serve
- Pre-retirees
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 |
| Assets under management | $315.8M across 100 accounts |
| SEC registration | Investment adviser representative in IL · CRD 4602316 |
| Exams passed | Series 65 (1999) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | kenorafinancial.com |
How Paul's firm compares
- Kenora Financial's average account is about $3.2 million, from its Form ADV (assets managed divided by 100 accounts).
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Questions about Paul
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.
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
- Kenora Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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