Fee-OnlyFinder

Advisers in Lisle, IL

9 advisers in Lisle — 9 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (8)Hourly fees (5)Flat / fixed fees (5)

All advisers

Asset Strategies, INC4722 Main St. · Lisle, IL 60532 · (630) 241-1122 · Financial planningCRD 104512 · % of assets, Hourly charges, Fixed fees · $59.7 million AUMState registeredNo commissions reportedBlackwatch Financial Group, LLC4200 Commerce Court, Suite 310 · Lisle, IL 60532 · (630) 380-9430 · Financial planningCRD 327684 · % of assets, Hourly charges · $28.3 million AUMState registeredNo commissions reportedChicago Capital Management Advisors, LLC4722 Main Street · Lisle, IL 60532 · (630) 241-1122 · Financial planningCRD 123483 · % of assets, Hourly charges · $135.2 million AUMSEC registeredNo commissions reportedGuardian Rock Wealth Investment Management, INC.3333 Warrenville Road, Suite 200 · Lisle, IL 60532 · (312) 372-5000 · Financial planningCRD 120529 · % of assets, Fixed fees · $47.0 million AUMState registeredNo commissions reportedIntegrity Wealth Management, LLC3333 Warrenville Rd., Ste. 200 · Lisle, IL 60532 · (630) 578-5858 · Financial planningCRD 164473 · % of assets · $5.5 million AUMState registeredNo commissions reportedMomentum Fintech LLC1945 Pleasant Hill Ln · Lisle, IL 60532 · (331) 214-3079 · Financial planningCRD 292276 · % of assets, Fixed fees · $7.3 million AUMState registeredNo commissions reportedOberweis Asset Management INC3333 Warrenville Road, Suite 500 · Lisle, IL 60532 · (630) 577-2300 · % of assets managedCRD 105471 · % of assets, Other · $5.1 billion AUMSEC registeredNo commissions reportedSebold Capital Management, INC2443 Warrenville Road, Suite 150 · Lisle, IL 60532 · (630) 548-9700 · Financial planningCRD 122941 · % of assets, Hourly charges, Fixed fees · $364.3 million AUMSEC registeredNo commissions reportedVantage Point Financial, LLC2443 Warrenville Road, Suite 630 · Lisle, IL 60532 · (331) 204-6212 · Financial planningCRD 305016 · % of assets, Hourly charges, Fixed fees · $484.6 million AUMSEC registeredNo commissions reported
Talking to advisers in Lisle? 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.