Thomas Koleski
Cedar Capital Advisors · Glen Ellyn, Illinois
Thomas Koleski is a fee-only financial advisor at Cedar Capital Advisors in Glen Ellyn, Illinois, who holds the CFP credential. Thomas focuses on retirement planning, tax planning and estate & legacy planning. Cedar Capital Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Cedar Capital Advisors |
|---|---|
| Based in | Glen Ellyn, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $93.3M across 234 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 4941185 |
| Exams passed | Series 63 (2013) · Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.cedarcapitaladvisors.com |
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Questions about Thomas
Is Thomas Koleski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Cedar Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Cedar Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Thomas charge?
According to Cedar Capital Advisors's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Does Thomas work with clients virtually?
Yes. Cedar Capital Advisors says on its website that it works with clients remotely.
Where is Thomas Koleski based?
Thomas Koleski is based in Glen Ellyn, Illinois.
What does Thomas specialize in?
Thomas's specialties include retirement planning, tax planning and estate & legacy planning. Thomas works with retirees and pre-retirees.
What credentials does Thomas Koleski hold?
Thomas Koleski holds the CFP credential.
Is Thomas Koleski registered with the SEC?
Yes. Thomas Koleski is registered as an investment adviser representative in IL (CRD 4941185), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cedar Capital Advisors manage?
Cedar Capital Advisors reports $93.3M across 234 accounts in assets under management.
How do I contact Thomas Koleski?
Through Thomas's website, www.cedarcapitaladvisors.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
- Cedar Capital Advisors 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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