Paul Staniszewski
Advisor at Sikich Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Sikich Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Springfield, IL 62704
Credentials
CFP®, Series 63, Series 65
Industry experience
14 years
Paul Staniszewski is a CFP® professional at Savant Wealth Management with 14 years of industry experience. He has held positions at several firms, including Edelman Financial Engines Advisors, Waddell & Reed, and ONE Advisory Partners. Staniszewski is based in Lincolnshire, IL. Savant Wealth Management serves individuals, families, charitable organizations, corporations, and retirement plans with comprehensive wealth and investment management. The firm employs a structured, evidence-based investment approach using model portfolios and offers a range of services including financial planning, family office services, and corporate retirement plan consulting.
Based on Sikich Financial
Based on Sikich Financial
Financial planning services fixed fee arrangement, minimum generally $1,500 and up to $20,000
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.55% $20,000,001+: 0.40%
Certain IARs offer commission-based services through Osaic Wealth, Inc. (broker-dealer)
Financial planning services hourly fee range from $125 to $500 per hour
Account minimum: $250,000 Minimum fee: Minimum quarterly fee may apply; specific amount not stated Fee-only: Financial planning services charged hourly ($125-$500/hour) or fixed fee ($1,500 minimum, up to $20,000)
3051 Hollis Drive, 3 Rd Floor
Springfield, IL 62704
Illinois
Sikich Capital Management LLC
2026 - Present (1 year)
unemployed
2026 - 2026 (1 year)
Savant Wealth Management
2023 - 2025 (2 years)
ONE Advisory Partners, LLC
2022 - 2023 (1 year)
Carlson Financial
2022 - 2022 (1 year)
Edelman FINANCIAL ENGINES ADVISORS L.L.C.
2018 - 2021 (3 years)
Waddell & Reed
2016 - 2018 (2 years)
Primerica Financial Services
2016 - 2016 (1 year)
PFS Investments Inc
2016 - 2016 (1 year)
The Leaders Group, Inc.
2014 - 2016 (2 years)
TLG Advisors Inc
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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