Fee-only adviser · Des Plaines, IL
Kakis Financial Services Inc.
Kakis Financial Services Inc. is a fee-only investment adviser registered with the securities regulator of Illinois, with its main office in Des Plaines, Illinois. On its latest Form ADV, filed May 27, 2025, it reports $46M in regulatory assets under management, 34 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Illinois |
|---|---|
| Firm CRD number | 142741 |
| Office | 2268 S River RD Des Plaines, IL 60018 |
| Phone | (847) 827-7141 |
| Website | Not listed |
| Regulatory assets under management | $46M |
| Individual clients | 17 non-high-net-worth, 17 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 27, 2025 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Des Plaines
- Prosperifi LLC $74M
- Ahlbeck Financial $8.0M
- Kenora Financial, LLC $316M
See all 4 fee-only advisers in Des Plaines →
Nearby
- Mount Prospect 3 firms
- Park Ridge 2 firms
- Glenview 3 firms
- Arlington Heights 6 firms
- Rosemont 1 firm
- Northbrook 17 firms
- Rolling Meadows 2 firms
- Northfield 7 firms
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