Gary Rychtanek is a CFP-designated registered investment advisor at Gcr Financial Services, LLC, based in Naperville, IL, with 29 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 39 clients with $47M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.60% |
| $1.5M+ | 0.50% |
Once the portfolio reaches $1,000,000, bond holdings under supervision may be billed at 0.1% separately from the general fee schedule.
Fee Estimator
Location
2020 Calamos Ct, Ste. 200, Naperville, IL, 60563
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gary works as a CPA for GCR Financial Services, LLC, preparing corporate, individual, and partnership tax returns since 2009. This is a seasonal business, primarily occupying three days per week from February through April.
Employment History
Current Registrations
Gcr Financial Services, LLC
Previous Registrations
Clune & Associates
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Christopher Patterson, CFPStifel, Nicolaus & Company, Incorporated
- Jack Dykema, CFPRai Wealth
- Mark Gilbert, PFSSikich Financial
- Eric Mayer, CFPRaymond James & Associates, INC.
- Kevin Phillips, CFPSavant Wealth Management
- David Biasco, CFP