Funded Life Financial, LLC at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Chicago, Illinois |
|---|---|
| Website | fundedlifefinancial.com |
| [email protected] | |
| Phone | (312) 719-1095 |
Questions about Funded Life Financial, LLC
Does Funded Life Financial, LLC have an account minimum?
No. Funded Life Financial, LLC says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Funded Life Financial, LLC paid?
Funded Life Financial, LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Funded Life Financial, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Funded Life Financial, LLC.
What does Funded Life Financial, LLC specialize in?
Funded Life Financial, LLC's advisors and website list flat-fee planning.
Is Funded Life Financial, LLC accepting new clients?
Not at the moment, according to Funded Life Financial, LLC's website, checked October 28, 2026.
Funded Life Financial, LLC 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.
| Account minimum | None |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"No commissions. No product pitches. No minimum assets." source
"I charge a flat fee based on the complexity of your personal situation." source
"You may choose to pay this fee monthly or quarterly." 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 · Fixed fees |
|---|---|
| Individual clients | 0 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 5, 2026 |
| SEC record | CRD 325806 |