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F5 Financial Planning
Founded in 2011 by Mark Weisleder, F5 Financial Planning operates as a fee-only registered investment advisor in Naperville, Illinois. The firm serves...
F5 Financial Planning
Founded in 2011 by Mark Weisleder, F5 Financial Planning operates as a fee-only registered investment advisor in Naperville, Illinois. The firm serves individual clients and high-net-worth households, structuring its practice around integrated financial planning rather than product distribution. Its service model spans retirement income planning, tax-aware portfolio construction, and cash-flow management, positioning the firm as a planning-first rather than sales-first advisor. The firm's investment approach relies on passive and factor-based strategies executed through low-cost ETFs and index funds, with client portfolios tailored to risk capacity and time horizon. Asset-class coverage typically spans US large-cap equities, international developed-market equities, fixed income, and alternatives exposure via publicly traded REITs or interval funds. F5 does not operate proprietary funds or direct private-market vehicles. The geographic focus is heavily concentrated in the western Chicago suburbs, with client relationships centered in DuPage, Will, and Kane counties. The firm's structure is intentionally lean. F5 does not maintain additional offices, and the team size reflects a boutique RIA model likely in the single digits for financial professionals. There is no known affiliated philanthropic entity, private foundation, or adjacent operating business. In keeping with its fee-only designation, the firm eschews commission revenue entirely, a posture that aligns client incentives with ongoing planning fees or assets-under-management billing rather than transactional brokerage. F5's structural distinctiveness lies in its tax-integrated planning framework. The firm explicitly couples investment management decisions with forward-looking tax projections — a service bundle more typical of multi-family offices and CPA-adjacent firms than a suburban RIA. This architecture places F5 in a small cohort of fee-only planning firms that treat tax modeling as a core advisory competency, not an outsourced afterthought.
General information
Firm type
Bank / Wealth / Trust
Year founded
2011
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Naperville
Corporate office
Naperville, IL, United States
Principals
Mark Weisleder
Founder & CEO
Sector focus
Frequently asked questions
How does F5 Financial Planning charge for its services?
F5 operates as a fee-only registered investment advisor, meaning it does not accept commissions, referral fees, or product-based compensation. Clients typically pay either a percentage of assets under management or a fixed planning retainer. This structure, confirmed through the firm's public regulatory filings, eliminates the conflict-of-interest dynamic common to commission-driven advisory models.
Who makes investment decisions at F5?
Founder and CEO Mark Weisleder leads the investment and planning function. As a boutique firm with a lean team structure, portfolio decisions are centralized rather than committee-driven. Weisleder holds the Series 65 license required for fee-only RIA principals and has been the firm's public face since its 2011 launch.
Does F5 Financial Planning offer in-house tax preparation?
F5 does not operate a CPA firm or file tax returns in-house, but it integrates forward-looking tax projections directly into its investment and retirement-income recommendations. This tax-aware planning layer distinguishes F5 from RIAs that outsource all tax considerations to a client's outside accountant, placing the firm closer to the multi-family office model of coordinated advice.
What type of clients does F5 typically work with?
The firm's public disclosures indicate a focus on individuals and high-net-worth households. Its Naperville location suggests a client base concentrated in the western Chicago suburbs, with demographics likely spanning corporate executives, business owners, and professionals navigating retirement transitions. F5 does not publicly disclose a minimum asset threshold for new clients.
Does F5 participate in direct private investments or fund commitments?
F5 does not run in-house private equity, venture capital, or direct real estate vehicles. Its investment approach relies predominantly on publicly traded, liquid securities implemented through ETFs and index strategies. Any alternatives exposure would be through publicly available vehicles such as REIT ETFs or interval funds rather than direct co-investments or limited partnership interests.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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