Contact Information
Detailed Information
40/100
RIA / Investment Adviser +20Fee-only fiduciary +12Verified profile +8
Computed by Trading Market Signals from credentials, registrations, planning specialties and profile completeness. Informational only, not an endorsement or investment advice.
Cathy Derus, CPA, founded Brightwater Financial, a fee-only financial planning firm in the Chicago area that serves young couples and new parents nationwide through a monthly subscription model. A CPA who left corporate accounting in 2015, she runs both a planning firm and an accounting practice, bringing tax expertise to everyday financial decisions. As a fee-only advisor, she is paid only by clients and earns no commissions. Her work focuses on the financial questions that come with growing families and entrepreneurship, from cash flow and taxes to saving for the future. Brightwater’s subscription approach makes ongoing advice accessible to clients who want guidance without asset minimums or product sales.
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Fiduciary Status
Yes (Fee-Only Fiduciary)
Languages Spoken
English
Fee Structure / Compensation Method
Fee-Only