Fee-OnlyFinder

Advisers in Lombard, IL

4 advisers in Lombard — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Flat / fixed fees (3)

All advisers

Athena Advisor Services, LLC1 E 22nd Street, Suite 405 · Lombard, IL 60148 · (847) 299-8877 · Financial planningCRD 150960 · % of assets, Hourly charges, Fixed fees · $84.1 million AUMState registeredNo commissions reportedForum Financial Management, LP1900 South Highland Avenue, Suite 100 · Lombard, IL 60148 · (630) 873-8520 · Financial planningCRD 145706 · % of assets, Fixed fees · $8.7 billion AUMSEC registeredNo commissions reportedHunter Capital Management377 E. Butterfield Road, Suite 220 · Lombard, IL 60148 · (312) 341-9727 · % of assets managedCRD 309050 · % of assets, Performance-based fees · $1.1 billion AUMSEC registeredNo commissions reportedInvestment Consulting Services, LLC1 E. 22nd Street, Suite L100 · Lombard, IL 60148 · (630) 928-1052 · Flat / fixed feesCRD 122064 · % of assets, Fixed feesSEC registeredNo commissions reported
Talking to advisers in Lombard? 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.