Cantlon Financial Planning LLC (St Charles)

Name: Cantlon Financial Planning LLC
Address: 41 W 671 Burlington Rd, St Charles, IL, 60175
Telephone: 630-584-4508

Cantlon Financial Planning LLC is an adviser based in St Charles. It manages $60.54 million of regulatory assets for 201 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Illinois.

Cantlon Financial Planning provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cantlon Financial Planning: assets under management

The assets under management (AUM) of Cantlon Financial Planning LLC is $60.54 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $60.54 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $301.19 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cantlon Financial Planning LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cantlon Financial Planning LLC

Cantlon Financial Planning LLC is owned by Michael Francis Cantlon. Thomas Edward Guyett joined the executive team most recently as the Owner Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Francis Cantlon	Owner	1 Dec 1983	75% - 100%	1337858
Thomas Edward Guyett	Owner -chief compliance officer	1 May 2005	25% - 50%	4365000

Based in St Charles

The principal office where Cantlon Financial Planning LLC performs its advisory services is located at 41 W 671 Burlington Rd, St Charles, IL 60175, which is also the mailing address of the firm. An additional office of the firm is in Saint Charles, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 630-584-4508 or by fax 630-584-7243. The normal business hours are 8:30am-4:00pm on Monday - Friday. You can find more information about the New York firm at www.cantlonfinancial.com.