David Theis

CFP®

Fee-Only Financial Advisors, Ltd.

Financial Advisor

David Theis

CFP®

Fee-Only Financial Advisors, Ltd.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - David Theis, CFP®

(847) 359-3300

    Fee-Only Financial Planner Serving North West Suburbs of Chicago

    David Theis is a Palatine, IL fee-only financial planner. Fee-Only Financial Advisors, Ltd. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, David Theis is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
    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).

    David Theis is a Member of the National Association of Personal Financial Advisors

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

    NAPFA members live by three important values:

    • To be the beacon for independent, objective financial advice for individuals and families.
    • To be the champion of financial services delivered in the public interest.
    • To be the standard bearer for the emerging profession of financial planning
    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.

    Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

    Specialties

    • Comprehensive Financial Planning
    • Retirement Income Planning
    • Investment Management
    • College Education Planning
    • Tax Planning

    Ideal Clients

    • Retirees and Near Retirees
    • Growing Families
    • Business Owners and Executives
    • Sudden Money Situations
    • Novice Investors

    Working Together

    • In-Office Meetings
    • Virtual Meetings
    • Clearly Defined Fees
    • No Product Sales
    • Complimentary Initial Consultation

    Professional Designations & Affiliations

    Contact David Theis

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    Office Locations:

    • 116 East Slade Street
      Palatine, IL 60067

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