Fee-OnlyFinder

Advisers in Galena, IL

2 advisers in Galena — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Benchmark Capital Group LTD.228 N. Bench Street · Galena, IL 61036 · (815) 777-0600 · Financial planningCRD 123698 · % of assets, Hourly charges, Fixed fees · $173.6 million AUMSEC registeredNo commissions reportedInvestments by Design, INC612 Spring Street · Galena, IL 61036 · (815) 776-9095 · Financial planningCRD 163070 · % of assets, Hourly charges, Fixed fees · $45.9 million AUMState registeredNo commissions reported
Talking to advisers in Galena? 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.