KG
CFP
KG
CFP

Krzysztof Garlewicz

17 Years of Experience
Des Plaines, IL

Krzysztof Garlewicz is a CFP-designated registered investment advisor at Prosperifi LLC, based in Des Plaines, IL, with 17 years of industry experience. Krzysztof 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 3 more. Their firm serves 87 clients with $61M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
87 clients
Average Client Portfolio
$704K average
Assets Under Management
$61.2M

Fee Structure

Minimum Investment:$400K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.85%
$500K - $1.0M1.50%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.70%
$3.0M - $5.0M0.50%
$5M+0.25%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

701 Lee Street, Suite 650, Des Plaines, IL, 60018

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Krzysztof spends a few hours per week on speaker/content creation since 2018. He also dedicates minimal time as an author/writer for Financial Freedom Formula since 2017.

Employment History
Current Registrations
Prosperifi LLC
May 2018 - Present · 7 yrs 11 mos
Previous Registrations
Prosperifi LLC
May 2018 - December 2021 · 3 yrs 7 mos
LPL Financial LLCBroker
April 2016 - October 2023 · 7 yrs 6 mos
LPL Financial LLC
April 2016 - October 2023 · 7 yrs 6 mos
Arete Wealth Advisors, LLC
February 2014 - April 2016 · 2 yrs 2 mos
Arete Wealth Management, LLCBroker
February 2014 - April 2016 · 2 yrs 2 mos
Commonwealth Financial Network
January 2010 - February 2014 · 4 yrs 1 mo
Commonwealth Financial NetworkBroker
October 2008 - February 2014 · 5 yrs 4 mos
New England Securities Corporation
September 2008 - September 2008 · 0 mos
New England SecuritiesBroker
April 2008 - September 2008 · 5 mos
State Registrations3 states
ILTXWI
Advisor

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
No exam information available for this advisor.
Krzysztof Garlewicz - Financial Advisor | TrueAdvisor