David A. Theis

David A. Theis

| CFP®

Fee-Only Financial Advisors, Ltd.

(847) 359-3300

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Fee-Only Financial Planner Serving North West Suburbs of Chicago

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

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116 East Slade Street
Palatine, IL 60067

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

David Theis is a Chicago, IL Fee-Only Financial Planner serving the entire Chicago area. Fee-Only Financial Advisors, Ltd. specializes in providing objective financial planning and advice to help clients build, manage, grow, and protect their assets through life's transitions. David Theis is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
We focus on the needs of Retiree clients
 
"I develop a personal relationship with my clients, working hard to understand their goals and concerns."
 
Our President 
David A. Theis, CFP®  is the President and Registered Investment Advisor of Fee-Only Financial Advisors, Ltd.  Mr. Theis has over 25 Years of Financial Experience. 
 
Fee-Only Financial Advisors, Ltd.
Fee-Only Financial Advisors, Ltd. was founded by Mr. Theis in Naperville, Illinois in January 1995.  Fee-Only Financial Advisors, Ltd. moved to Palatine, Illinois in June 2001.
 
Previous Financial Experience
Mr. Theis advised clients while working with IDS Financial Services (currently named Ameriprise Financial) from December 1989 to January 1994.  Seeking a fee-only approach to financial planning, he began independent advising for clients at Bethke & Associates from January 1994 to January 1995.
 
Education and Affiliations
Mr. Theis graduated from the University of Illinois in Urbana, Illinois with a degree in Finance from the School of Commerce in 1986.  He has subsequently spent his entire career in the financial services industry and has been engaged in the business of financial planning and investment management since 1989.  Mr. Theis earned his Certified Financial Planner (CFP®) professional designation in 1991 and is a full member of the National Association of Personal Financial Advisors (NAPFA).
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Services of Fee-Only Financial Advisors, Ltd.:
 
At Fee-Only Financial Advisors, Ltd., we take care to provide our Retiree clients high quality services personalized for their unique needs.  
 
We provide Investment Advisory Services and Financial Planning including:
  • Financial position and cash flow
  • Risk management
  • Accumulation goals
  • Tax reduction strategies
  • Retirement planning
  • Estate planning
If you have any questions concerning these services, please contact us.
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