Nancy Doyle is a CFA-designated registered investment advisor at Manage Your Financial Life, based in Northfield, IL, with 2 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
The Doyle Group offers ongoing financial consulting and planning services billed at an hourly rate of $250 per hour, paid monthly in arrears. Clients work collaboratively with the advisor to address cash flow, retirement, tax, estate, and investment analysis needs.
- Hourly consulting — $250 per hour for financial planning and consulting engagements
- Educational seminars and speaking engagements — $0 to $5,000 depending on content, research, preparation time, and attendees
Location
Northfield, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Manage Your Financial Life
State Registrations3 states
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Exams
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