BS
CFP
BS
CFP

Bradley Michael Steinman

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
172 advisors
Number of Clients
10,085 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$16.1B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000
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Location

707 Lake Cook Road, Suite 109, Deerfield, IL, 60015

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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

Bradley is involved with StrategIQ Tax and Business Services, LLC, focusing on tax return preparation. This non-investment related activity requires a few hours per week.

Employment History
Current Registrations
Waverly Advisors, LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Strategiq Financial Group, LLC
December 2021 - March 2024 · 2 yrs 3 mos
Personal Financial Planning, INC.
December 2020 - December 2021 · 1 yr
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.