Brian Rhoads is a CFA-designated registered investment advisor at Checkpoint Financial Planning, based in Highland Park, IL, with 2 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 70 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Review — $3,000 fixed fee, providing an assessment of your financial state and recommendations across cash flow, debt, insurance, benefits, college funding, healthcare, retirement, and basic tax and estate planning over four video meetings.
- Strategic Plan — $375 per hour, offering holistic, detailed financial planning for complex needs such as Social Security timing, pension elections, retirement timing, windfall planning, withdrawal strategies, complex investments, stock options, tax planning including Roth conversions, and advanced estate planning.
- Hourly consulting — $375 per hour for additional services requested after completing a Financial Review or Strategic Plan.
Location
Highland Park, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Checkpoint Financial Planning
State Registrations4 states
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Exams
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