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David A. Theis, CFP®

Fee-Only Financial Advisors, Ltd.

116 E. Slade Street
Palatine, IL 60067
Phone: (847) 359-3300
Fax: (847) 359-3303

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Household Income Minimum: $0
Investable Asset Minimum: $750,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

Foreign Languages
  • English

 

About My Practice

We specialize in Retirees
    Fee-Only Financial Advisors, Ltd. is a Retiree-centered firm committed to helping clients achieve their financial goals.
      We work for You
        We are Fee-Only compensated. This means we are compensated solely by our clients for our expertise. We accept no commissions, referral fees, or reimbursements from financial providers. Our interests are aligned with yours.
          Why choose Fee-Only Financial Advisors, Ltd.?
          • Retiree Focus
          • Personal Attention
          • Caring and Competent
            We can help you answer these questions:
              Investments
              • Are you taking too much risk?
              • Are your investments managed properly?
                Retirement Income
                • Will you have the income you need?
                • Will your income keep pace with healthcare costs?
                  Tax Reduction
                  • Have you minimized your income tax & property tax?
                  • Have you minimized your estate tax?
                    We invite you to visit our Website at www.FeeOnlyFinancial.com.

                     

                    Experience

                    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 Planning 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).

                                   

                                  Registrations, Licenses, Certifications & Affiliations
                                  Securities Registrations or Exam Qualifications
                                  Series 65
                                  Insurance Licenses
                                  Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
                                  Designations & Certifications
                                  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
                                  Broker-Dealer Affiliation
                                  None/NA

                                   

                                  How Planner Charges

                                  Considerations: We are Fee-Only compensated. This means we are compensated solely by our clients for our expertise. We accept no commissions, referral fees, or reimbursements from financial providers. Our interests are aligned with yours.

                                  I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.