Todt Marks
Todt Investment Management · Chicago, Illinois
Todt Marks is a fee-only financial advisor at Todt Investment Management in Chicago, Illinois, who holds the CFP credential. Todt charges hourly fees and a percentage of assets.
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Facts
| Firm | Todt Investment Management |
|---|---|
| Based in | Chicago, Illinois |
| Fee model | Hourly · Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $19.5M across 50 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 5758173 |
| Exams passed | Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.todtim.com |
How Todt's firm compares
- Todt Investment Management's average account is about $390,000, from its Form ADV (assets managed divided by 50 accounts).
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Questions about Todt
Is Todt Marks a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Todt holds no broker registration, and Todt Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Todt charge for financial advice?
Todt charges hourly fees and a percentage of assets.
Where is Todt Marks based?
Todt Marks is based in Chicago, Illinois.
What credentials does Todt Marks hold?
Todt Marks holds the CFP credential.
Is Todt Marks registered with the SEC?
Yes. Todt Marks is registered as an investment adviser representative in IL (CRD 5758173), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Todt Investment Management manage?
Todt Investment Management reports $19.5M across 50 accounts in assets under management.
How do I contact Todt Marks?
Through Todt's website, www.todtim.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
- Todt Investment Management 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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