David Theis is a CFP-designated registered investment advisor at Fee-Only Financial Advisors,ltd., based in Palatine, IL, with 27 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 2 more. Their firm serves 22 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Fee-Only Financial Advisors charges a fixed annual fee for investment advisory and financial planning services. The fee is based on the type, complexity, and scope of the engagement, including the amount of planning and consulting services, and the value of your investments. The firm generally requires a minimum annual fee of $10,000. Fees are typically not negotiable, but may be reduced at the firm's discretion.
Contact
David Theis
Location
Palatine, IL
Get directionsHistory
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
Fee-Only Financial Advisors,ltd.
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
David A. Theis has over 25 Years of Financial Experience.