Samuel Ogles is a CFP-designated registered investment advisor at Timothy Financial Counsel, INC., based in Wheaton, IL, with 6 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Start-the-Clock Hourly Advice — Open-ended meetings billed at hourly rates ranging from $375 to $800 per hour depending on the advisor
- Level 1 Financial Plan — $3,750 to $7,500 for low complexity plans involving basic tax planning, college savings, and retirement contributions
- Level 2 Financial Plan — $5,625 to $11,250 for low to moderate complexity plans with cash flow projections and comprehensive recommendations
- Level 3 Financial Plan — $7,500 to $15,750 for moderate complexity plans including advanced tax strategies, employee benefits, and small business consulting
- Level 4 Financial Plan — $11,250 to $19,800 for moderate to high complexity plans covering executive compensation, complex estate documents, and business ownership
- Level 5 Financial Plan — $18,000 and up for high complexity situations involving substantial wealth, complex estates, or unique business assets
- Investment Implementation Assistance — $215 per hour for team members to coach clients through implementing recommendations and executing trades themselves
Location
104 E. Roosevelt Road, Suite 200, Wheaton, IL, 60187
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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
Samuel is the owner of Formation Circle LLC, a "spirituality" business offering speaking, writing, editing, teaching, and facilitating sessions. This takes about 10-20% of Samuel's time, with some time dedicated to securities trading.
Employment History
Current Registrations
Timothy Financial Counsel, INC.
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
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
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