Financial Design Studio, Inc.
Deer Park, Illinois
Financial Design Studio, Inc. at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 4 employees and 134 individual clients, 32 of them high net worth.
- Its average account is about $233,000 (assets it manages divided by its 452 accounts).
- Its ongoing planning fee starts at $10,000 a year, above the Illinois median of $5,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Deer Park, Illinois |
|---|---|
| Website | financialdesignstudio.com |
| [email protected] | |
| Phone | (847) 238-8050 |
Questions about Financial Design Studio, Inc.
How much does Financial Design Studio, Inc. charge?
Financial Design Studio, Inc. publishes these prices: ongoing planning: from $10,000 a year; asset-based fee: 1.25% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Financial Design Studio, Inc. paid?
Financial Design Studio, Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Financial Design Studio, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 3 advisors at Financial Design Studio, Inc., and 3 hold the CFP.
What is the average account at Financial Design Studio, Inc.?
Financial Design Studio, Inc.'s average account is about $233,000. That's the assets on its Form ADV divided by its 452 accounts.
What does Financial Design Studio, Inc. specialize in?
Financial Design Studio, Inc.'s advisors and website list retirement planning, equity compensation, tax planning and estate & legacy planning.
Is Financial Design Studio, Inc. accepting new clients?
Yes, according to Financial Design Studio, Inc.'s website, checked October 28, 2026.
Does Financial Design Studio, Inc. work with clients virtually?
Yes. Financial Design Studio, Inc.'s website says it works with clients virtually.
Financial Design Studio, Inc. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $10,000 a year |
|---|---|
| Asset-based fee | 1.25% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"we do have a minimum fee of $10,000 per year or $833 per month" source
"$0 - $500,000 1.25%" source
"You're a High Net Worth Investor, usually with $1 Million in investable assets" source
"Our fee for ongoing wealth management is paid from your investment accounts as a percentage of the assets we invest for you." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $106 million |
| Individual clients | 102 |
| High-net-worth clients | 32 |
| Accounts managed | 452 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-134607) |
| Financial planning | Offered |
| Form ADV filed | July 16, 2026 |
| SEC record | CRD 286686 |
Advisors at this firm (3)
Other fee-only firms in Illinois
- Financial Elements, Inc. · Rolling Meadows
- Financial Planning Advisors · Alton
- Financial Planning, Asset Management · Champaign
- FirstGen Wealth · Chicago
- Fisher Financial Group · Northbrook
- Fleur-de-lis Financial · Lake Bluff
- FMI Financial · Oak Brook
- Focused Up Financial, LLC · La Grange