Fee-OnlyFinder

Flat / fixed fees in Barrington, IL

4 advisers in Barrington offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 4

Illuminate 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 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 reported