Firm
Todt Investment Management
Chicago, Illinois
Fee-only
Todt Investment Management 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 and 12 individual clients.
- Its average account is about $390,000 (assets it manages divided by its 50 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Chicago, Illinois |
|---|---|
| Website | todtim.com |
| Phone | (773) 209-2640 |
Todt Investment Management fees
Todt Investment Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $20 million |
| Individual clients | 12 |
| Accounts managed | 50 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 4, 2026 |
| SEC record | CRD 152637 |