Financial Design Studio, Inc.
Firm details
- Headquarters
- Deer Park, Illinois
- CRD number
- 286686
- Registered since
- November 18, 2025
- Website
- financialdesignstudio.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.68%
- Individuals31.94%
- Charitable Organizations0.38%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Financial Design Studio, Inc. is an independent registered investment adviser owned by an individual and positioned to serve individual and family clients. The firm is SEC-registered (2025) and provides financial planning, portfolio management for individuals and small businesses, and educational seminars/workshops. Its fee arrangements include a percentage-of-AUM component as well as hourly and fixed-fee billing, and it operates as a discretionary manager across the assets it oversees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents4%
Owners & executives
3 of 4
Trevore Meyer
Chief Operating Officer, Financial AdvisorCRD 6747222
Robert Stoll
Chief Investment OfficerCRD 6793378
Michelle Smalenberger
Chief Executive OfficerCRD 6058074
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Deer Park, IL
Lake
Location
Deer Park, IL
Headquartered in Deer Park, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 21660 W Field Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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