Stafford Wells Advisors, Inc.

Stafford Wells Advisors, Inc. (CRD# 146570) is a financial advisory firm headquartered in Chicago, IL. They manage $34,458,000 in 75 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $459,440
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Stafford Wells Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Susan J. Templeton
CRD#: 1075849
125 S. Wacker Drive, Suite 300, Chicago, IL 60606
93
Wealthminder
score

Susan Templeton (CRD# 1075849) is an Investment Advisor Representative working at Stafford Wells Advisors, Inc. in Chicago, IL and has over 26 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.