Fee-OnlyFinder

Advisers in Downers Grove, IL

11 advisers in Downers Grove — 11 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (8)Hourly fees (7)Flat / fixed fees (10)Retirement plan consulting (5)

All advisers

Arbor Financial Services, LLC2001 Butterfield Road, Suite 500 · Downers Grove, IL 60515 · (630) 701-9080 · Financial planningCRD 150713 · % of assets, Hourly charges, Fixed fees · $122.2 million AUMSEC registeredNo commissions reportedBentley Financial Group1385 Warren Ave., Suite a · Downers Grove, IL 60515 · (630) 541-6363 · Financial planningCRD 172474 · % of assets, Hourly charges, Fixed fees · $392.8 million AUMSEC registeredNo commissions reportedCapstone Financial Advisors INC2001 Butterfield Road, Suite 1750 · Downers Grove, IL 60515 · (630) 241-0833 · Financial planningCRD 109341 · % of assets, Hourly charges, Fixed fees · $2.9 billion AUMSEC registeredNo commissions reportedClement Street Capital LLC2001 Butterfield Road, Suite 194 · Downers Grove, IL 60515 · (630) 701-9359 · Financial planningCRD 159684 · % of assets, Fixed fees · $141.0 million AUMSEC registeredNo commissions reportedFeldman, Ingardona & CO2001 Butterfield Rd, Ste 170 · Downers Grove, IL 60515 · (630) 663-1800 · Flat / fixed feesCRD 29449 · % of assets, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedHighpoint Planning Partners2651 Warrenville Road, Suite 200 · Downers Grove, IL 60515 · (630) 719-9222 · Financial planningCRD 316636 · % of assets, Hourly charges, Fixed fees · $4.8 billion AUMSEC registeredNo commissions reportedInvesco Investment Advisers LLC3500 Lacey Road, Suite 700 · Downers Grove, IL 60515 · (713) 214-1919 · % of assets managedCRD 104885 · % of assets · $4.4 billion AUMSEC registeredNo commissions reportedJmg Financial Group LTD2001 Butterfield Road, Suite 1400 · Downers Grove, IL 60515 · (630) 571-5252 · Financial planningCRD 110302 · % of assets, Hourly charges, Fixed fees · $7.5 billion AUMSEC registeredNo commissions reportedMonte Capital Group LLC900 Ogden Ave, #439 · Downers Grove, IL 60515 · (646) 455-3445 · Hourly feesCRD 321894 · % of assets, Hourly charges, Fixed fees · $20.9 million AUMState registeredNo commissions reportedOpus Financial Solutions LLC1121 Warren Avenue,, Suite 230 · Downers Grove, IL 60515 · (331) 777-5449 · Financial planningCRD 282311 · % of assets, Hourly charges, Fixed fees · $150.8 million AUMSEC registeredNo commissions reportedVertex Partners3000 Woodcreek Drive, Suite 100 · Downers Grove, IL 60515 · (630) 836-3300 · Financial planningCRD 316839 · % of assets, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reported
Talking to advisers in Downers Grove? 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.