Steven Urban
Urban Financial Advisory · Evanston, Illinois
Steven Urban is a fee-only financial advisor at Urban Financial Advisory in Evanston, Illinois, who holds the CFP credential. Steven charges a one-time planning fee and focuses on tax planning.
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Specialties
Facts
| Firm | Urban Financial Advisory |
|---|---|
| Based in | Evanston, Illinois |
| Fee model | One-time planning fee |
| Assets under management | $1.49B across 1,060 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 2349888 |
| Exams passed | Series 65 (1993) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.ufinadv.com |
How Steven's firm compares
- Urban Financial Advisory's average account is about $1.4 million, from its Form ADV (assets managed divided by 1,060 accounts).
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Questions about Steven
Is Steven Urban a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Urban Financial Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven charges a one-time planning fee.
Where is Steven Urban based?
Steven Urban is based in Evanston, Illinois.
What does Steven specialize in?
Steven's specialties include tax planning.
What credentials does Steven Urban hold?
Steven Urban holds the CFP credential.
Is Steven Urban registered with the SEC?
Yes. Steven Urban is registered as an investment adviser representative in IL (CRD 2349888), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Urban Financial Advisory manage?
Urban Financial Advisory reports $1.49B across 1,060 accounts in assets under management.
How do I contact Steven Urban?
Through Steven's website, www.ufinadv.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
- Urban Financial Advisory 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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