Fee-OnlyFinder

Advisers in Frankfort, IL

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

All advisers

Latko Wealth Management, LTD.45 East Colorado Avenue · Frankfort, IL 60423 · (815) 469-8887 · Financial planningCRD 282423 · % of assets, Hourly charges, Fixed fees · $327.2 million AUMSEC registeredNo commissions reportedMcDonnell Capital Management19550 S Harlem Avenue, Suite 3 · Frankfort, IL 60423 · (708) 925-9507 · Financial planningCRD 164252 · % of assets, Hourly charges, Fixed fees · $166.7 million AUMSEC registeredNo commissions reportedPrairieview Wealth & Tax Advisors28 W Nebraska St · Frankfort, IL 60423 · (708) 326-4750 · Financial planningCRD 327974 · % of assets, Fixed fees · $207.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Frankfort? 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.