Elizabeth Grady
Elizabeth Grady is a CFP, ChFC-designated registered investment advisor at Baldwin Financial Advisors, LLC, based in Chicago, IL, with 11 years of industry experience. Elizabeth 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 247 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive Financial Plan: $600 - $8,650, depending on complexity and scope.
- A La Carte Planning: $100 - $5,000 for single, targeted plans focusing on specific client needs or goals.
Location
Chicago, IL
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
Elizabeth is a board member for Sheridan Road Alumni Association and Depauw University Alumni Association, dedicating minimal time to each. She is also a registered representative & investment advisor representative with Equitable Advisors, LLC, taking about half of her time, and a director/board member for America Israel Chamber of Commerce Chicago, dedicating minimal time.
Employment History
Current Registrations
Baldwin Financial Advisors, LLC
Equitable Advisors, LLC
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations24 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.