Robert Stoll
Financial Design Studio, Inc. · Deer Park, Illinois
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.
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Specialties
Who they serve
- Executives
- Pre-retirees
- Retirees
- High earners
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 |
| Accepting new clients | Yes |
| Assets under management | $105.5M across 452 accounts |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in IL, KS, TX · CRD 6793378 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | financialdesignstudio.com |
| Profile |
How Robert's firm compares
- Ongoing planning starts at $10,000 a year, above the Illinois median of $5,000 for fee-only firms that publish prices.
- Financial Design Studio, Inc.'s average account is about $233,000, from its Form ADV (assets managed divided by 452 accounts).
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Questions about Robert
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.
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
- XY Planning Network directory listing : XYPN members are fee-only
- Financial Design Studio, 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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