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Financial Strategy Network LLC (Chicago)


Financial Strategy Network LLC is a large advisory firm based in Chicago. It manages $814.61 million of regulatory assets for 2,493 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Florida, and 9 other states.

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Financial Strategy Network provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Financial Strategy Network: assets under management

The assets under management (AUM) of Financial Strategy Network LLC is $814.61 million. The firm's AUM has grown by 208% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $700.86 million in discretionary accounts and $113.75 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $290.21 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.46 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Financial Strategy Network LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chicago

The principal office where Financial Strategy Network LLC performs its advisory services is located at 1 North Lasalle St., Chicago, IL 60602, which is also the mailing address of the firm. An additional office of the firm is in Hinsdale, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-831-4370 or by fax 312-332-5169. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at fsnplan.com.


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