Fee-OnlyFinder

Advisers in Lincolnwood, IL

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

All advisers

Sora Wealth, LLC7358 N Lincoln Ave, Unit 170 · Lincolnwood, IL 60712 · (847) 773-7433 · Financial planningCRD 313208 · % of assets, Hourly charges, Fixed fees · $29.9 million AUMState registeredNo commissions reportedThe Nestegg Group, INC.6676 N. Lincoln Ave., 2nd Floor · Lincolnwood, IL 60712 · (847) 677-6378 · % of assets managedCRD 118419 · % of assets · $331.0 million AUMSEC registeredNo commissions reported
Talking to advisers in Lincolnwood? 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.