BS
BS

Bradley Sieniawski

13 Years of Experience
Chicago, IL

Bradley Sieniawski is a registered investment advisor at Planpilot, based in Chicago, IL, with 13 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 172 clients with $5.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
IM Fee
Planning only
Assets Under Management
$5.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
One-Time Plan:$6,500 - $60,000
Hourly Rate:$100 - $400/hr
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Location

223 West Jackson, Suite 800, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Planpilot
March 2025 - Present · 1 yr 1 mo
Previous Registrations
CBIZ Investment Advisory Services, LLC
September 2019 - February 2025 · 5 yrs 5 mos
CBIZ Retirement Plan Advisory Services
September 2013 - December 2021 · 8 yrs 3 mos
CBIZ Financial Solutions, INC.Broker
December 2012 - December 2021 · 9 yrs
State Registrations2 states
OHTX
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.