Sophie Kaluziak
Vista Financial Planning · Oak Park, Illinois
Sophie Kaluziak is a fee-only financial advisor at Vista Financial Planning in Oak Park, Illinois. Sophie charges an ongoing planning fee and focuses on estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Vista Financial Planning |
|---|---|
| Based in | Oak Park, Illinois |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| SEC registration | Investment adviser representative in IL · CRD 4744389 |
| Exams passed | Series 65 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.vistafp.com |
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Questions about Sophie
Is Sophie Kaluziak a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sophie holds no broker registration, and Vista Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sophie charge for financial advice?
Sophie charges an ongoing planning fee.
Where is Sophie Kaluziak based?
Sophie Kaluziak is based in Oak Park, Illinois.
What does Sophie specialize in?
Sophie's specialties include estate & legacy planning and tax planning.
Is Sophie Kaluziak registered with the SEC?
Yes. Sophie Kaluziak is registered as an investment adviser representative in IL (CRD 4744389), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Sophie Kaluziak?
Through Sophie's website, www.vistafp.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
- Vista Financial Planning 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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