Updated October 01, 2025
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Interactive Financial Advisors

Investment Advisor Firm
Total assets under management$338M
Years in business22+

About Interactive Financial Advisors

Interactive Financial Advisors is a fee-only investment adviser headquartered in New Lenox, Illinois. Established in 2003, the firm provides discretionary portfolio management, third-party manager selection, comprehensive financial planning, retirement-plan consulting and sub-advisory services. Its proprietary CARES Process—Relationship, Discovery, Analysis, Solutions and Service—emphasizes a systematic approach to understanding clients’ circumstances and tailoring solutions accordingly. The firm’s mission is to “make life better for everyone,” reflecting its dedication to client collaboration and fiduciary care.

Independent and free from proprietary products, Interactive Financial Advisors focuses on objective advice and personal attention. It leverages technology and strategic partners to enhance client experience and maintain efficient operations. By combining holistic planning, ongoing service and a high standard of ethics, the firm helps individuals, families and retirement plans pursue their financial goals with confidence.

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Monthly Fee
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Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Portfolio Management
  2. Financial Planning
  3. Retirement Plan Consulting
  4. Sub‑Advisory Services
  5. Selection of Third‑Party Advisors
  6. Risk Management
  7. Investment Analysis
  8. Holistic Wealth Management

More about Interactive Financial Advisors

DesignationsMinimum asset threshold
Registered Investment AdvisorN/A
Firm CRD NumberNumber of advisors
125117N/A

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Interactive Financial Advisors.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings