Fee-OnlyFinder

Advisers in Batavia, IL

3 advisers in Batavia — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Masus Financial Group, LTD.515 N. River Street, Suite 100 · Batavia, IL 60510 · (630) 879-8464 · Financial planningCRD 174339 · % of assets, Hourly charges · $190.6 million AUMSEC registeredNo commissions reportedOrganize, Protect & Grow Your Wealth, LLC1s430 Wenmoth Road, Suite a · Batavia, IL 60510 · (312) 504-9745 · % of assets managedCRD 321977 · % of assets · $19.3 million AUMState registeredNo commissions reportedRhodes Capital Management, INC.611 Ozier Dr · Batavia, IL 60510 · (630) 301-0504 · Financial planningCRD 159380 · % of assets, Fixed fees, Performance-based fees · $20.0 million AUMState registeredNo commissions reported
Talking to advisers in Batavia? 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.