Fee-OnlyFinder

Advisers in Evanston, IL

6 advisers in Evanston — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Flat / fixed fees (4)

All advisers

Blue Sky Investment Partners, INC.1609 Sherman Ave., #204 · Evanston, IL 60201 · (847) 864-5070 · Financial planningCRD 145318 · % of assets, Hourly charges · $118.0 million AUMSEC registeredNo commissions reportedBondurant Investment Advisory, LLC805 Greenwood St Suite #1 · Evanston, IL 60201 · (847) 602-6404 · Financial planningCRD 297290 · % of assets, Fixed fees, Other · $111.1 million AUMSEC registeredNo commissions reportedGrosse Point Capital Management909 Davis St., Suite 500 · Evanston, IL 60201 · (847) 550-7100 · Financial planningCRD 310057 · % of assets, Fixed fees · $1.5 million AUMState registeredNo commissions reportedLind Capital Partners500 Davis Center, Suite 1004 · Evanston, IL 60201 · (312) 878-3830 · % of assets managedCRD 165810 · % of assets · $235.0 million AUMSEC registeredNo commissions reportedRomano Wealth Management1560 Sherman Avenue, Ste 1300 · Evanston, IL 60201 · (847) 866-7700 · Financial planningCRD 3215 · % of assets, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedZimmerman Wealth Management, LLC500 Davis Street, Suite 1005 · Evanston, IL 60201 · (847) 556-3200 · Financial planningCRD 127526 · % of assets, Fixed fees · $472.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Evanston? 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.