Etiquette Financial Partners
Etiquette Financial Partners is a privately held independent financial advisory firm in Westmont, Illinois, staffed by three advisors who provide comprehensive financial planning, retirement, estate, wealth management, and insurance services to multi-generational high-net-worth families, busy professionals, and small business owners through LPL Financial.
- Company typePrivate
- Founded-
- HeadquartersWestmont, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Etiquette Financial Partners does
Etiquette Financial Partners is a privately held, independent financial advisory firm headquartered at 900 Oakmont Lane, Suite 105 in Westmont, Illinois. The firm is staffed by three advisors and provides comprehensive personal financial planning services including Financial Planning, Retirement Analysis, Estate Review, Wealth Management, Accumulation strategies, and Insurance Planning. It targets high-net-worth individuals and families, busy professionals, and small business owners, and is structured to serve multi-generational households over very long advisor-client tenures, with multiple documented client relationships exceeding 20-30 years.
The firm delivers its services through a hybrid human-advice and third-party-technology model. Its core technology stack is not proprietary: securities and advisory services are offered through LPL Financial, a registered investment advisor and FINRA/SIPC member broker-dealer. Client-facing capabilities are provided via LPL Account View (account portal with iOS and Android mobile apps) and eMoney (personal financial planning website with real-time net worth tracking, spending analysis, and budgeting). The firm also maintains a content marketing resource center with articles, videos, calculators, and a blog covering retirement, investment, estate, insurance, tax, money, and lifestyle topics.
Revenue is generated through fee-based financial advisory services, typically structured as advisory fees on assets under management or fixed fees for planning engagements. Pricing is not publicly disclosed and is determined per engagement via direct consultation. The go-to-market is sales-led and entirely relationship-driven, relying on personalized consultations, client referrals, word-of-mouth testimonials, and content marketing for top-of-funnel lead generation. The firm has no external investors, no parent company, no funding history, and no disclosed revenue or AUM figures.
Etiquette Financial Partners firmographics
Firmographics- Name
- Etiquette Financial Partners
- Legal name
- Etiquette Financial Partners
- Website
- https://etiquettefinancialpartners.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Etiquette Financial Partners is a privately held independent financial advisory firm in Westmont, Illinois, staffed by three advisors who provide comprehensive financial planning, retirement, estate, wealth management, and insurance services to multi-generational high-net-worth families, busy professionals, and small business owners through LPL Financial.
- Ownership category
- akta.pro rank
Etiquette Financial Partners industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Insurance Agencies and Brokerages (52421)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Fee-Only Advisory (FSAEAAAL)
- akta.pro secondary industries
- Broker-Dealer Affiliated Wealth Advisory (FSAEABAB), Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)
Keywords
Where Etiquette Financial Partners is headquartered
LocationHeadquarters
- HQ city
- Westmont
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Etiquette Financial Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Financial Advisory Services: The firm provides comprehensive financial planning services including financial planning, retirement analysis, estate review, wealth management, accumulation strategies, and insurance planning. Revenue is generated through advisory fees associated with managing client wealth, typically based on assets under management or fixed fees for planning services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Other | Personalized financial planning services with individualized approach |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Etiquette Financial Partners product offering
Product offeringCore offering
Etiquette Financial Partners is an independent financial advisory firm that delivers personalized financial planning, retirement analysis, estate review, wealth management, accumulation, and insurance planning services to individuals, families, and small business owners. Securities and advisory services are offered through its partnership with LPL Financial, with clients gaining access to LPL Account View and eMoney platforms for account and financial life tracking.
Product overview
Etiquette Financial Partners is a financial advisory firm offering comprehensive financial planning services through a unified service model rather than a software platform. The core offerings include Financial Planning, Retirement Analysis, Estate Review, Wealth Management, Accumulation strategies, and Insurance Planning. The firm operates through LPL Financial for securities and advisory services, and provides clients access to LPL Account View for account management and eMoney for personal financial planning and tracking.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Comprehensive analysis of a client's complete financial picture that identifies areas needing attention and creates actionable strategies to pursue financial goals efficiently; aimed at individuals, families, and small business owners seeking holistic guidance.
- Retirement Analysis Projection of income sources and creation of tax-efficient distribution strategies designed to ensure that client assets last throughout retirement; targeted at individuals and families approaching or in retirement.
- Estate Review
Companies that use Etiquette Financial Partners
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
Etiquette Financial Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Etiquette Financial Partners partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- LPL FinancialcoreSecurities and advisory services offered through LPL Financial, a registered investment advisor and member of FINRA/SIPC. LPL Financial provides the operational infrastructure for securities transactions and advisory services, allowing the firm to focus on financial planning and client relationships.
Scale indicators1 record
Recent moves1 record
Etiquette Financial Partners competitors and assessment
Company assessmentDirect peers
- Commonwealth Financial Network: Independent broker-dealer and RIA platform serving small advisory practices. Comparable in supporting independent advisors offering holistic financial planning and wealth management to individuals and small business owners.
- Carson Group: RIA platform supporting independent advisors in delivering financial planning and wealth management to individuals and small business owners. Comparable in supporting small practices offering holistic planning.
- Cambridge Investment Research: Independent broker-dealer supporting thousands of small-to-mid RIA practices similar to Etiquette. Comparable in business model (independent advisor affiliation, fee-based advisory, broker-dealer partnership) and target client (individuals, HNW, small business).
Broad incumbents
- Fisher Investments: Large investment management and advisory firm targeting HNW individuals and families. Comparable in serving affluent households with portfolio management and retirement planning, though much larger scale.
- Northwestern Mutual: Large established provider of financial planning, retirement, estate, and insurance services through advisor-led delivery. Comparable in multi-line planning focus (planning, retirement, estate, insurance) and advisor-driven model.
- Edelman Financial Engines: Large national RIA offering financial planning, retirement, and wealth management. Comparable in core service offering (financial planning, retirement, estate, wealth management) though materially larger scale.
- Mariner Wealth Advisors: Large national RIA offering wealth advisory, estate, tax, and retirement planning to HNW individuals and families. Comparable in service breadth and target client base.
- LPL Financial: The independent broker-dealer and RIA custodian that Etiquette partners with for securities, advisory, and back-office infrastructure. Comparable as the platform layer underpinning Etiquette's operations and thousands of similar independent advisor practices.
- Cetera Financial Group: Large independent broker-dealer network serving thousands of advisors. Comparable as a similar affiliation model where independent RIAs deliver planning services through a centralized broker-dealer infrastructure.
- Creative Planning: Large RIA providing comprehensive fee-based financial planning, wealth management, and estate services. Comparable in holistic planning model and HNW client focus, though far larger in scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Etiquette Financial Partners social profiles
Digital presenceEtiquette Financial Partners compliance and trust
Trust signalCompliance3 records
Etiquette Financial Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Etiquette Financial Partners leadership team
Management profileNumber of profiles
Profiles1 record
Etiquette Financial Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Etiquette Financial Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Etiquette Financial Partners
What does Etiquette Financial Partners do?
Etiquette Financial Partners is an independent financial advisory firm that delivers personalized financial planning, retirement analysis, estate review, wealth management, accumulation, and insurance planning services to individuals, families, and small business owners. Securities and advisory services are offered through its partnership with LPL Financial, with clients gaining access to LPL Account View and eMoney platforms for account and financial life tracking.
Is Etiquette Financial Partners a public or private company?
Etiquette Financial Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Etiquette Financial Partners founded?
Etiquette Financial Partners was founded in -1. It employs 1 to 10 people.
Where is Etiquette Financial Partners based?
Etiquette Financial Partners is headquartered in Westmont, United States, in the North America region.
How does Etiquette Financial Partners make money?
One revenue line is on record: financial Advisory Services.
Who are Etiquette Financial Partners's main competitors?
Direct peers on record are Commonwealth Financial Network, Carson Group and Cambridge Investment Research. Broad incumbents are Fisher Investments, Northwestern Mutual, Edelman Financial Engines, Mariner Wealth Advisors, LPL Financial, Cetera Financial Group and Creative Planning.
Does Etiquette Financial Partners have an API?
No public API is recorded for Etiquette Financial Partners.
What industry is Etiquette Financial Partners in?
Etiquette Financial Partners's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAL, Fee-Only Advisory, with a secondary code of FSAEABAB, Broker-Dealer Affiliated Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6282.