William Blair & Company
47yrs
Top advisor by experience in Illinois
42yrs
Todd Much has worked in the financial industry for 42 years and is a fiduciary financial advisor based in Chicago, Illinois. Todd joined CTS Financial Planning in 1998, a firm offering financial planning, investment management, and selecting outside investment managers. Todd holds the CFP® designation.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience42 years (since 1984)
How that compares ?Top 2% by experience in Chicago
Office737 North Michigan Avenue Suite 2120, Chicago, IL 60611
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.26 million
Advisors at the firm4
States licensed ?1 state
Services through CTS Financial Planning
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 1998 – nowCTS Financial Planning, Inc.Current firm
Contact Todd
(312) 337-1040CTS Financial Planning main office 737 North Michigan Avenue Suite 2120Chicago, IL 60611Office · Get directions LinkedIn pageCTS Financial Planning
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Questions to ask Todd
Tailored to Todd’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Todd
How do I contact Todd?
Call CTS Financial Planning at (312) 337-1040 and ask for Todd Much. Todd works from the Chicago, IL office.
How long has Todd been a financial advisor?
Todd has been in the industry since 1984, about 42 years. Top 2% by experience in Chicago.
What licenses does Todd hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Todd a fiduciary?
Todd is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Todd paid?
CTS Financial Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Todd for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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