Robert Riedl
Endowment Wealth Management, Inc. · Chicago, Illinois
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.
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Specialties
Who they serve
- Founders
- Physicians
- Retirees
- Pre-retirees
- Real estate investors
- Multi-generational families
Facts
| Firm | Endowment Wealth Management, Inc. |
|---|---|
| Based in | Chicago, Illinois |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $609.2M across 3,057 accounts |
| Credentials | AWMA · BS · CFA · CFP · CPA · MBA |
| Firm size | 14 employees |
| Website | endowmentwm.com |
How Robert's firm compares
- Endowment Wealth Management, Inc.'s average account is about $199,000, from its Form ADV (assets managed divided by 3,057 accounts).
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Questions about Robert
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Endowment Wealth Management, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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