CRD: 286686
Financial Design Studio, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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%
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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