Nancy Tani is a CFP-designated registered investment advisor at Retire Secure Financial Planning, LLC, based in Evanston, IL, with 12 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.75% |
Fees are negotiable at the sole discretion of the firm.
Fee Estimator
Contact
Nancy Tani
Location
Evanston, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Retire Secure Financial Planning, LLC
Previous Registrations
Fieldstone Financial Management Group, LLC
Strategic Wealth Partners
Greatlight Fee Only Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Since she received her CERTIFIED FINANCIAL PLANNER™ designation in 2010, Nancy has worked as a fee-only financial planner and wealth advisor, most recently at Retire Secure. Prior to that, Nancy was a partner in a fee-only financial planning and investment management firm, where she worked with clients in all areas of financial planning, including retirement, investments, tax, and estate planning. She also advised clients on financial matters in divorce/mediation situations. Lastly, she took the lead role in the research, construction and management of client investment portfolios, taking into account the client’s risk tolerance and goals, with an eye for maximizing tax efficiency and minimizing costs.