Fee-OnlyFinder

Advisers in Deerfield, IL

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

Financial planning (6)Hourly fees (4)Flat / fixed fees (5)Retirement plan consulting (4)

All advisers

Alera Investment Advisors, LLCThree Parkway North, Suite 500 · Deerfield, IL 60015 · (847) 457-3000 · Financial planningCRD 287906 · % of assets, Hourly charges, Fixed fees · $5.3 billion AUMSEC registeredNo commissions reportedApril Asset Management LLC862 Swan Lane · Deerfield, IL 60015 · (312) 952-1788 · Financial planningCRD 342362 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedCapital Resource Management,inc.770 Lake Cook Rd, Suite 370 · Deerfield, IL 60015 · (847) 948-1700 · Hourly feesCRD 106768 · % of assets, Hourly charges, Fixed fees · $593.2 million AUMSEC registeredNo commissions reportedE. A. Horwitz LLC1650 Lake Cook Rd., Suite 190 · Deerfield, IL 60015 · (224) 632-4600 · Financial planningCRD 165561 · % of assets, Fixed fees · $272.6 million AUMSEC registeredNo commissions reportedNadler Financial Group, INC.750 Estate Drive, Suite 110 · Deerfield, IL 60015 · (847) 940-4040 · Financial planningCRD 122617 · % of assets · $2.2 billion AUMSEC registeredNo commissions reportedParkside Investments, LLC570 Lake Cook Road, Suite 100 · Deerfield, IL 60015 · (312) 778-7700 · % of assets managedCRD 286178 · % of assets, Performance-based fees · $1.4 billion AUMSEC registeredNo commissions reportedPickwick Wealth Management707 Lake Cook Road, Suite 285 · Deerfield, IL 60015 · (847) 730-5597 · Financial planningCRD 333483 · % of assets, Hourly charges, Other · $11.4 million AUMState registeredNo commissions reportedRoberts, Glore & CO.707 Lake Cook Road, Suite 210 · Deerfield, IL 60015 · (224) 330-6980 · Financial planningCRD 109792 · % of assets, Fixed fees · $938.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Deerfield? 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.