# Phoebe Stefani

> Phoebe Stefani is a fee-only financial advisor at Doyenne Wealth Advisors in Chicago, Illinois, who holds the CFP credential. Phoebe focuses on family wealth transfer and tax planning. Doyenne Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Doyenne Wealth Advisors
- **Based in:** Chicago, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** a $10,000,000 asset minimum
- **Assets under management (firm):** $2.04B across 740 accounts
- **Credentials:** CFP
- **Specialties:** Family wealth transfer, Tax planning
- **Works with:** Ultra high net worth, Multi-generational families, Mid-life transitions
- **CRD:** 6809811 (https://adviserinfo.sec.gov/individual/summary/6809811)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 66 (2018)
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** https://www.doyenneadvisors.com/

## Frequently asked questions

### Is Phoebe Stefani a fee-only financial advisor?

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

### How does Phoebe charge for financial advice?

Phoebe's firm, Doyenne Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does Phoebe charge?

According to Doyenne Wealth Advisors's website, checked October 30, 2026: a $10,000,000 asset minimum.

### Where is Phoebe Stefani based?

Phoebe Stefani is based in Chicago, Illinois.

### What does Phoebe specialize in?

Phoebe's specialties include family wealth transfer and tax planning. Phoebe works with ultra high net worth, multi-generational families and mid-life transitions.

### What credentials does Phoebe Stefani hold?

Phoebe Stefani holds the CFP credential.

### Is Phoebe Stefani registered with the SEC?

Yes. Phoebe Stefani is registered as an investment adviser representative in IL (CRD 6809811), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Doyenne Wealth Advisors manage?

Doyenne Wealth Advisors reports $2.04B across 740 accounts in assets under management.

### How do I contact Phoebe Stefani?

Through Phoebe's website, www.doyenneadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6809811): 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://www.doyenneadvisors.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.