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Cantlon Financial Planning LLC
Cantlon Financial Planning, LLC is a full service financial planning firm formed in 1984 that provides local investment management of custom portfolios for...
Overview
Cantlon Financial Planning, LLC is a full service financial planning firm formed in 1984 that provides local investment management of custom portfolios for retirement. The firm is independent, acts as a fiduciary, does not sell products such as insurance or annuities, and is a Federally Registered Investment Advisory Firm. It is value-oriented and provides diversified portfolios of individual stocks, bonds and other securities tailored to clients' risk tolerance, financial objectives and tax situation.
General information
Firm type
RIA
Year founded
1984
Location
City
St. Charles
Principals
Michael F. Cantlon
founder
Thomas Guyett
full partner
Robert T. Gephart
CFP
Sector focus
Frequently asked questions
Is Cantlon Financial Planning LLC a fiduciary?
In its capacity as a registered investment advisor, Cantlon Financial Planning LLC is held to a fiduciary standard, meaning it is legally required to act in clients' best interests.
How does Cantlon Financial Planning LLC charge clients?
Most registered investment advisors like Cantlon Financial Planning LLC charge fees as a percentage of assets under management, an hourly rate, or a flat fee. Specific fee schedules for this firm are not disclosed in public sources.
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