Brickwork Financial Planning, Ltd

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
4
Advisory reps
2

Firm details

Headquarters
Orland Park, Illinois
CRD number
288982
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Financial PlanningPension Consulting

Firm profile

FINTRX

Overview

Brickwork Financial Planning, Ltd is an Illinois-based corporation owned by an individual that provides fee-based financial planning and pension consulting services. The firm bills clients through a mix of hourly charges, fixed fees and other non-discretionary fee arrangements. It is not positioned as a capital allocator and is not classified under a specific advisory category in the available data. The firm reports that it does not identify as an active ESG investor and it operates from a single-state footprint rather than a multi-state advisory platform.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Orland Park, IL

Cook

Location

Orland Park, IL

Headquartered in Orland Park, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
10710 W 143rd St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth