Fee-OnlyFinder

Advisers in Libertyville, IL

5 advisers in Libertyville — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (3)Flat / fixed fees (4)% of assets managed (4)

All advisers

Encompass Wealth Management LLC1870 W Winchester Road, Suite 148 · Libertyville, IL 60048 · (847) 247-0064 · Financial planningCRD 152987 · % of assets · $11.1 million AUMState registeredNo commissions reportedInspirion Wealth Advisors, LLC900 Technology Way, Suite 130 · Libertyville, IL 60048 · (847) 918-9100 · Financial planningCRD 165174 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedOptimum Retirement Planning LLC1580 S. Milwaukee Ave., Suite 506 · Libertyville, IL 60048 · (847) 497-5935 · Financial planningCRD 312732 · Fixed fees · $85.4 million AUMState registeredNo commissions reportedPatrick M. Sweeney & Associates, INC900 Technology Way, Suite 260 · Libertyville, IL 60048 · (847) 277-7771 · Financial planningCRD 112802 · % of assets, Hourly charges, Fixed fees · $252.5 million AUMSEC registeredNo commissions reportedPrism Planning Partners321 S. Milwaukee Avenue · Libertyville, IL 60048 · (847) 250-9870 · Financial planningCRD 290485 · % of assets, Hourly charges, Fixed fees · $241.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Libertyville? 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.