Phoebe Stefani
Doyenne Wealth Advisors · Chicago, Illinois
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.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
- Mid-life transitions
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 | $2.04B across 740 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 6809811 |
| Exams passed | Series 66 (2018) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.doyenneadvisors.com |
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Questions about Phoebe
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.
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
- Doyenne Wealth Advisors 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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