Brian Thompson, CFP®, JD Brian Thompson Financial LLC

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About Brian Thompson, CFP®, JD

After a decade representing individuals and businesses as a tax and audit attorney, I wanted to make a bigger impact and help people like you navigate the critical financial decisions that come with adulthood through knowledgeable, conflict-free advice.

I also offer a unique perspective for LGBTQ couples. Our opportunities for marriage and family planning have changed dramatically, and I know how exciting and confusing this time can be, having recently gotten married myself. I can help you understand all the benefits and protections available to you in this new landscape.

I graduated cum laude from DePauw University and obtained my Juris Doctor from Boston University School of law. I earned my Certificate in Financial Planning from Boston University Center for Professional Planning, and received my Certified Financial Planner designation in 2012.

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Ideal Clients

  • Business Owners
  • Couples
  • Gen X

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $150+/mo + $750+ Upfront
  • Flat fee: $499
  • AUM: 0.50%+


SEC Records

States Registered

  • Illinois