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Financial planning in Geneva, IL

5 advisers in Geneva offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 5

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 reportedLeelyn 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 reportedLenity 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 reportedLong 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 reportedRhodo 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