Brian Rhoads is a CFA-designated registered investment advisor at Checkpoint Financial Planning, based in Highland Park, IL, with 2 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 70 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Review — $3,000, provides a second opinion or validation of your financial position and trajectory relative to stated goals, curated knowledge and guidance on its application to specific circumstances, and/or directional guidance for achieving personal financial goals.
- Strategic Plan — $375 per hour, a holistic, detailed financial planning service flexible to accommodate Clients with a wide range of needs and complexity.
Location
Highland Park, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Checkpoint Financial Planning
State Registrations4 states
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