Here’s The Deal:
Stenger Family Office is an independent financial and wealth management firm headquartered in Naperville, IL. Nick Stenger is the firm's chief executive officer and financial advisor. The team at Stenger Family Office travels frequently to meet with clients and can move with you if you move. Their ongoing process is based on an extensive and proactive service plan to ensure you are always informed and up-to-date on the financial markets and your financial plan. Their team of financial advisors in Naperville, IL, can work with you and your family even if you are located in another state. They have clients in nearly all 50 states and can meet you in a convenient location. They designed the Stenger Family Office to serve you and your family, building a fiduciary process around their investment portfolios and financial plans. They've created a family-first environment that serves their clients as people, not just as numbers on a spreadsheet like many large Wall Street firms. Their financial advisors are legally obligated to operate in clients' best interest, just as they would expect with their own family. They also have an office in Spring, TX.
3 Best Financial Services in Naperville, IL
Expert recommended Top 3 Financial Services in Naperville, Illinois. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, price and general excellence. You deserve only the best!
F5 FINANCIAL PLANNING
Since 2011
Here’s The Deal:
F5 Financial is a fee-only financial planner in Naperville, Illinois. Curt Stowers, the president and financial advisor of the firm, is a CERTIFIED FINANCIAL PLANNER™. He graduated from the University of Illinois, earning a BS, MS, and PhD in Industrial Engineering. The team at F5 Financial provides insights and tailored strategies that inspire and equip their clients to enjoy a life of significance and financial freedom. They aim to ensure families, corporate executives, and entrepreneurs have a comprehensive financial plan to reach their life goals. They offer complete planning services and recommend low-cost, academically proven passive investment solutions. They're excited to have the opportunity to help you live a life of significance and financial freedom. They serve various clients throughout Chicago, Metro Atlanta, South Florida, and the US.
Specialty:
$Price:
Investable Assets and Annual Fees:
<$600,000: $5,000
$600,000 - $700,000: $6,000
$700,000 - $800,000: $7,000
$800,000 - $900,000: $8,000
$1,000,000 - $1,200,000: $10,500
$1,200,000 - $1,400,000: $12,000
$1,400,000 - $1,600,000: $13,500
$1,600,000 - $1,800,000: $15,000
$1,800,000 - $2,000,000: $16,500
$2,000,000 - $2,500,000: $19,000
$2,500,000 - $3,000,000: $21,500
$3,000,000 - $3,500,000: $24,000
>$3,500,000: Negotiable
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
MILLINGTON FINANCIAL ADVISORS
Since 2011
Here’s The Deal:
Millington Financial Advisors is a well-known financial planner in Naperville, Illinois. Charles G. Millington is the president of the firm. He utilizes his extensive financial services and accounting expertise to help align you with your financial goals. He holds an undergraduate degree in accounting and a master’s in business administration. Charles G. Millington is a certified public accountant, a CERTIFIED FINANCIAL PLANNER™, and holds 7 General Securities brokers, 24 General Supervision principals, 27 Financial/Operations principals, and 66 Uniform Combined State laws certifications. The team at Millington Financial Advisors is dedicated to meeting each client’s needs and goals. They take the time to listen, understand, and develop a financial plan that aids in building, preserving, and managing wealth. Located in downtown Naperville, Illinois, their financial advisory business primarily serves individuals and families.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
