# Robert Stoll

> Robert Stoll is a fee-only financial advisor at Financial Design Studio, Inc. in Deer Park, Illinois, who holds the CFA and CFP credentials. Robert charges a percentage of assets and an ongoing planning fee (ongoing planning from $10,000 a year and 1.25% a year on the first tier of assets managed) and focuses on retirement planning, equity compensation and tax planning.

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

## Facts

- **Firm:** Financial Design Studio, Inc.
- **Based in:** Deer Park, Illinois
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $10,000 a year; 1.25% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $105.5M across 452 accounts
- **Credentials:** CFA, CFP
- **Specialties:** Retirement planning, Equity compensation, Tax planning, Estate & legacy planning
- **Works with:** Executives, Pre-retirees, Retirees, High earners
- **CRD:** 6793378 (https://adviserinfo.sec.gov/individual/summary/6793378)
- **SEC registration:** Investment adviser representative in IL, KS, TX
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://financialdesignstudio.com

## Frequently asked questions

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

Yes. Robert Stoll is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Robert's firm.

### How does Robert charge for financial advice?

Robert charges a percentage of assets and an ongoing planning fee.

### How much does Robert charge?

According to Financial Design Studio, Inc.'s website, checked October 28, 2026: ongoing planning from $10,000 a year; 1.25% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more.

### Does Robert work with clients virtually?

Yes. Financial Design Studio, Inc. says on its website that it works with clients remotely.

### Where is Robert Stoll based?

Robert Stoll is based in Deer Park, Illinois.

### What does Robert specialize in?

Robert's specialties include retirement planning, equity compensation, tax planning and estate & legacy planning. Robert works with executives, pre-retirees, retirees and high earners.

### What credentials does Robert Stoll hold?

Robert Stoll holds the CFA and CFP credentials.

### Is Robert Stoll registered with the SEC?

Yes. Robert Stoll is registered as an investment adviser representative in IL, KS and TX (CRD 6793378), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Financial Design Studio, Inc. manage?

Financial Design Studio, Inc. reports $105.5M across 452 accounts in assets under management.

### How do I contact Robert Stoll?

Through Robert's website, financialdesignstudio.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39226): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://financialdesignstudio.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.