Fee-OnlyFinder

Flat / fixed fees in Libertyville, IL

4 advisers in Libertyville offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 4

Inspirion 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