Five Star award winner Nathan Chapel

PROFESSIONAL PROFILE

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Nathan Chapel

Tru Financial Strategies

2815 Forbs Ave Ste 107

Hoffman Estates, IL 60192

Office: 847-370-8198

nathan@trufs.net
www.trufs.net

Professional Approach

Since 2009, Nathan has been providing his clients with a unique, holistic approach to financial and retirement planning. He works diligently to help his clients anticipate their future needs and strategize several ways to meet their goals. While some advisors focus only on investments or retirement timing, Nathan looks at the whole picture and gets to know his clients as individuals, examining their lifestyle, long-term ambitions, and risk tolerance. By analyzing their entire financial profile, he creates a personalized strategy to help them achieve stability and prepare for the future. With this balanced financial plan in place, Nathan’s clients can feel confident that their investments are structured wisely and they are ready for the years ahead.

Nathan places great value on the client-fiduciary relationship, taking time to build a genuine connection with each family he serves and understand their wants and needs. He strives to remain accessible to his clients, earn their trust, and offer honest financial advice at each stage of their lives.

Nathan is the co-owner and co-founder of Tru Financial Strategies, a retirement planning firm with experience in both finance and insurance. Over the last fifteen years, he has helped hundreds of families effectively manage their wealth and plan for their retirement.

Nathan grew up in the small farming community of Muscoda, Wisconsin, and now resides in Elgin, Illinois, with his beautiful wife Christy, and 3 wonderful children. Nathan has been actively serving in his church community since 2000. In his free time he enjoys spending time with family, traveling, bike rides with his kids, riding four wheelers, and occasionally golfing.

See Accomplishments

This award was issued on 10/01/2025 by Five Star Professional (FSP) for the time period 01/01/2025 through 08/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 6399 Chicago-area wealth managers were considered for the award; 362 (6 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 6,273, 400, 6%, 10/1/24, 1/9/24 - 8/9/24; 2023: 5,549, 405, 7%, 10/1/23, 1/9/23 - 7/31/23; 2022: 4912, 384, 8%, 10/1/22, 1/24/22 - 7/29/22; 2021: 5635, 386, 7%, 10/1/21, 12/28/20 - 8/6/21; 2020: 4636, 356, 8%, 10/1/20, 1/6/20 - 8/7/20; 2019: 5430, 429, 8%, 10/1/19, 1/7/19 - 8/9/19; 2018: 5449, 435, 8%, 10/1/18, 1/12/18 - 8/17/18; 2017: 3781, 438, 12%, 10/1/17, 12/16/16 - 8/3/17; 2016: 3411, 726, 22%, 9/1/16, 2/26/16 - 8/19/16; 2015: 5833, 716, 12%, 10/1/15, 2/4/15 - 8/3/15; 2014: 8161, 744, 9%, 10/1/14, 2/4/13 - 8/3/13; 2013: 3998, 772, 19%, 10/1/13, 2/4/12 - 8/3/12; 2012: 2970, 780, 26%, 10/1/12, 2/4/11 - 8/3/11.

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Investment Adviser Representative of and investment advisory services offered through Royal Fund Management, LLC an SEC Registered Investment Adviser. Presidents Club and Chairmans Club are awarded by Royal Fund Management. Club acceptance is based solely on Total Assets under Management. No other factors or professional endorsements are needed.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.