# Robert Riedl

> Robert Riedl is a fee-only financial advisor at Endowment Wealth Management, Inc. in Chicago, Illinois, who holds the AWMA, BS and CFA credentials. Robert charges a percentage of assets and focuses on pension planning, retirement planning and real estate investors.

Page: https://find.wellspent.co/advisors/robert-riedl/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Endowment Wealth Management, Inc.
- **Based in:** Chicago, Illinois
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $609.2M across 3,057 accounts
- **Credentials:** AWMA, BS, CFA, CFP, CPA, MBA
- **Specialties:** Pension planning, Retirement planning, Real estate investors, Family wealth transfer, Founders (pre-exit), Physicians & residents
- **Works with:** Founders, Physicians, Retirees, Pre-retirees, Real estate investors, Multi-generational families
- **Firm size:** 14 employees
- **Website:** http://endowmentwm.com

## Frequently asked questions

### Is Robert Riedl a fee-only financial advisor?

Yes. Robert Riedl is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

### How does Robert charge for financial advice?

Robert charges a percentage of assets.

### Where is Robert Riedl based?

Robert Riedl is based in Chicago, Illinois.

### What does Robert specialize in?

Robert's specialties include pension planning, retirement planning, real estate investors, family wealth transfer, founders (pre-exit) and physicians & residents. Robert works with founders, physicians, retirees, pre-retirees and real estate investors.

### What credentials does Robert Riedl hold?

Robert Riedl holds the AWMA, BS, CFA, CFP, CPA and MBA credentials.

### How much does Endowment Wealth Management, Inc. manage?

Endowment Wealth Management, Inc. reports $609.2M across 3,057 accounts in assets under management.

### How do I contact Robert Riedl?

Through Robert's website, endowmentwm.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45553): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://endowmentwm.com/): specialties, clients served, and fees, checked October 28, 2026

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