Advisers in Geneva, IL

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

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

All advisers

Blue Haven Capital, LLC312 West State Street, Suite 112 · Geneva, IL 60134 · (630) 588-3800 · % of assets managedCRD 141738 · % of assets · $121.5 million AUMSEC registeredNo commissions reported Kdm Wealth Management INC.321 Stevens Street, Suite R · Geneva, IL 60134 · (630) 232-9097 · Financial planningCRD 152002 · % of assets · $112.2 million AUMSEC registeredNo commissions reported Leelyn Smith, LLC10 N. Third Street · Geneva, IL 60134 · (630) 232-8995 · Financial planningCRD 110517 · % of assets, Hourly charges, Fixed fees · $852.3 million AUMSEC registeredNo commissions reported Lenity Financial, INC.724 West State Street, Suite a · Geneva, IL 60134 · (630) 948-3330 · Financial planningCRD 283440 · % of assets, Fixed fees · $87.2 million AUMState registeredNo commissions reported Long Planning, LLC25 N River Ln, Suite 25455 · Geneva, IL 60134 · (847) 345-0880 · Financial planningCRD 323443 · % of assets, Hourly charges, Fixed fees · $18.2 million AUMState registeredNo commissions reported Rhodo Wealth Management LLC25 N River Ln · Geneva, IL 60134 · (630) 277-9420 · Financial planningCRD 331240 · % of assets, Fixed fees · $12.2 million AUMState registeredNo commissions reported

Talking to advisers in Geneva? 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.