Fee-OnlyFinder

Advisers in Barrington, IL

8 advisers in Barrington — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Flat / fixed fees (4)Retirement plan consulting (3)

All advisers

Barzideh & Nadeau Wealth Management LLC303 E. Main St., #102 · Barrington, IL 60010 · (847) 780-2980 · % of assets managedCRD 334876 · % of assets · $60.0 million AUMState registeredNo commissions reportedClearview Wealth Solutions, LLC2 Ascot Lane · Barrington, IL 60010 · (847) 847-2505 · % of assets managedCRD 171996 · % of assets · $41.7 million AUMState registeredNo commissions reportedIlluminate Wealth Management777 N. Lake Zurich Road, Suite 125c · Barrington, IL 60010 · (847) 595-1315 · Financial planningCRD 306411 · % of assets, Fixed fees · $167.6 million AUMSEC registeredNo commissions reportedRetirement Matters, INC.777 N. Lake Zurich Rd, Suite 125d · Barrington, IL 60010 · (847) 558-6991 · Financial planningCRD 167152 · % of assets, Fixed fees · $25.0 million AUMState registeredNo commissions reportedSequoia Wealth Management, LLC200 Applebee St, Suite 208 · Barrington, IL 60010 · (847) 310-5900 · Financial planningCRD 170543 · % of assets, Hourly charges, Fixed fees · $599.6 million AUMSEC registeredNo commissions reportedSimplified Wealth Management, LLC565 Fox Glen CT. · Barrington, IL 60010 · (847) 999-3693 · Financial planningCRD 312513 · % of assets · $23.1 million AUMState registeredNo commissions reportedTrader Wealth Management, LLC509 W Old Nw Highway, Suite 509 · Barrington, IL 60010 · (312) 697-2950 · Financial planningCRD 147190 · % of assets, Hourly charges, Fixed fees · $93.5 million AUMState registeredNo commissions reportedVirtue Asset Management LLC308 W. Main Street · Barrington, IL 60010 · (847) 892-7145 · Financial planningCRD 283438 · % of assets · $211.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Barrington? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.