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Cantlon Financial Planning LLC

EST. AUM
$113,069,312

CONTACTS
2

CLIENT ACCOUNTS
264

Firm Details

Metro area Chicago
CRD Number 106622
Website cantlonfinancial.com
Client types

Overview

Cantlon Financial Planning, LLC is a full-service financial planning firm founded in 1984 and based in St. Charles, Illinois. The firm manages over $92 million in traded securities as of January 1, 2024 . As a Registered Investment Advisor (RIA), Cantlon Financial Planning operates under a fiduciary duty, ensuring that its interests are aligned with those of its clients . The firm's investment approach is value-oriented, providing clients with diversified portfolios tailored to their risk tolerance, financial objectives, and tax situations . Mutual funds are used sparingly to participate in specific market sectors . All client accounts are custodied at Fidelity Investments, with Cantlon Financial Planning having limited trading authority . The firm charges an annual fee of 0.8% on assets under management, payable quarterly in advance .

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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