CRD: 286686
Financial Design Studio, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-09-2017
- Office Locations
- 1
Office Locations
About Financial Design Studio, Inc.
Financial Design Studio is a fee-only, fiduciary advisory team based in the Chicago suburbs serving executives, VPs, directors, and recently retired professionals nationwide via Zoom. The firm delivers ongoing retirement-focused wealth management integrating portfolio management with tax planning and in-house tax filing, with deep expertise in RSUs, stock options, deferred comp, and pensions. Portfolios are primarily built with ETFs and public funds and custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between September 22, 2025 and July 16, 2026, reported AUM increased 0.5%, from $105.0M to $105.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 134 clients, or 44.7 clients per representative. That equates to $787.3K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on July 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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Owner & Executives
Trevore James Meyer
Chief Operations Officer, Financial Advisor
- CRD
- #6747222
- Ownership
- 25% but less than 50%
MICHELLE LYNN SMALENBERGER
Chief Executive Officer, Financial Advisor
- CRD
- #6058074
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,500,000 | $233,407 |
| Non-Discretionary | $0 | -- |
| Total | $105,500,000 | $233,407 |
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Separately Managed Accounts
SMA allocation detail is available
Financial Design Studio, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.