Thomas Stecich is a registered investment advisor at Athena Advisor Services, LLC, based in Lombard, IL, with 15 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 187 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Location
1 E 22nd Street, Suite 405, Lombard, IL, 60148
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
Thomas is a partner and wealth advisor at Athena Advisor Services, dedicating most of his time to this RIA. He is also a passive shareholder in Athena Global Energy Solutions, a member of a special assessment committee, a volunteer firefighter, and the treasurer of the Ogden Dunes Amateur Radio Club.
Employment History
Current Registrations
Athena Advisor Services, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Athena Advisor Services, LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations5 states
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.