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Fee-Only Financial Advisors, Ltd.
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About Fee-Only Financial Advisors, Ltd.
We focus on the needs of Retiree clients.
David A. Theis, CFP®
President & CEO
"I develop a personal relationship with my clients, working hard to understand their goals and concerns."
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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).
