David Theis (BS, CFP®)

David Theis focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

"I develop a personal relationship with my Retiree Clients, working hard to understand their goals and concerns."
  • Together, we will review your investments, looking at diversification, asset allocation, quality, and risk level.
  • I will examine your current income and expenses and then create multiple retirement scenarios so that we can make strategic decisions for your future.
  • I will collaborate with your tax accountant to identify opportunities to reduce your income taxes. 
  • I will collaborate with your estate attorney to develop appropriate and up-to-date estate documents, including Healthcare Powers of Attorney, Property Powers of Attorney, Wills, and Trusts.

Additional Information

David A. Theis has over 25 Years of Financial Experience.

  • David A. Theis, CFP® is the President and Registered Investment Advisor of Fee-Only Financial Advisors, Ltd.
  • Mr. Theis graduated from the University of Illinois in Urbana, Illinois with a degree in Finance from the School of Commerce in 1986.  He has subsequently spent his entire career in the financial services industry and has been engaged in the business of financial planning and investment management since 1989.  Mr. Theis earned his Certified Financial Planner (CFP®) professional designation in 1991 and is a full member of the National Association of Personal Financial Advisors (NAPFA).
  • Mr. Theis advised clients while working with IDS Financial Services (currently named Ameriprise Financial) from December 1989 to January 1994.  Seeking a fee-only approach to financial planning, he began independent advising for clients at Bethke & Associates from January 1994 to January 1995.
  • Fee-Only Financial Advisors, Ltd. was founded by Mr. Theis in Naperville, Illinois in January 1995.  Fee-Only Financial Advisors, Ltd. moved to Palatine, Illinois in June 2001.  Mr. Theis’ year of birth is 1964.

NAPFA Start Date

August 24, 1994


This Office

116 E Slade St Palatine, IL 60067-5250 Phone: (847) 359-3300 Fax: (847) 359-3303