Fee-OnlyFinder

Advisers in Naperville, IL

27 advisers in Naperville — 27 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (20)Hourly fees (11)Flat / fixed fees (16)% of assets managed (26)Retirement plan consulting (5)

All advisers

Access Softek Advisory Services1807 W Diehl Road, Suite 220 · Naperville, IL 60563 · (510) 848-0606 · % of assets managedCRD 299800 · % of assets · $7.4 million AUMSEC registeredNo commissions reportedAdvanced Planning Advisors Group INC.400 East Diehl Road, Suite 240 · Naperville, IL 60563 · (630) 780-1099 · Financial planningCRD 313101 · % of assets · $120.4 million AUMSEC registeredNo commissions reportedBishop Financial Services LLC2951 Gypsum Circle · Naperville, IL 60564 · (630) 880-4905 · % of assets managedCRD 314745 · % of assets, Performance-based fees · $4.7 million AUMState registeredNo commissions reportedCalamos Advisors LLC2020 Calamos Court · Naperville, IL 60563 · (630) 245-7200 · % of assets managedCRD 105758 · % of assets · $43.9 billion AUMSEC registeredNo commissions reportedCalamos Wealth Management LLC2020 Calamos Court · Naperville, IL 60563 · (630) 245-7200 · Financial planningCRD 143490 · % of assets, Fixed fees · $5.5 billion AUMSEC registeredNo commissions reportedCornerstone Asset Management, INC.564 S. Washington Street · Naperville, IL 60540 · (630) 780-1025 · Financial planningCRD 113635 · % of assets, Hourly charges, Other · $20.0 million AUMState registeredNo commissions reportedDhjj Financial Advisors184 Shuman Boulevard, Suite 200 · Naperville, IL 60563 · (630) 420-1360 · Financial planningCRD 107034 · % of assets, Hourly charges, Fixed fees · $623.4 million AUMSEC registeredNo commissions reportedGcr Financial Services, LLC2020 Calamos CT, Ste. 200 · Naperville, IL 60563 · (630) 344-9235 · Financial planningCRD 151821 · % of assets, Hourly charges, Fixed fees · $47.4 million AUMState registeredNo commissions reportedGw Asset Management LLC1250 East Diehl Road,, Suite 115 · Naperville, IL 60563 · (847) 770-5753 · Financial planningCRD 339702 · % of assetsState registeredNo commissions reportedHeritage Wealth55 Shuman Boulevard, Suite 910 · Naperville, IL 60563 · (312) 919-2090 · Financial planningCRD 315288 · % of assets, Fixed fees · $55.1 million AUMState registeredNo commissions reported
Herrick Lake Investments LLC1155 South Washington Street, #105 · Naperville, IL 60540 · (630) 581-8119 · Financial planningCRD 315662 · % of assets · $6.0 million AUMState registeredNo commissions reportedHk Private Client, LLC1776 Legacy Circle, Suite 111 · Naperville, IL 60563 · (630) 219-3441 · Financial planningCRD 315104 · % of assets, Hourly charges · $89.9 million AUMState registeredNo commissions reportedKadisak Financial Services, INC.710 E. Ogden Ave, Suite 130 · Naperville, IL 60563 · (630) 369-3336 · Financial planningCRD 122895 · % of assets, Fixed fees · $65.5 million AUMState registeredNo commissions reportedLakewood Asset Management, LLC225 W Jefferson Avenue, Suite 102 · Naperville, IL 60540 · (312) 543-1772 · Financial planningCRD 174887 · % of assets, Fixed fees · $248.7 million AUMSEC registeredNo commissions reportedLakshmi Wealth Management LLC1267 Hamilton Lane · Naperville, IL 60540 · (630) 430-8464 · % of assets managedCRD 174249 · % of assets · $29.0 million AUMState registeredNo commissions reportedLantz Financial LLC1733 Park Street, Suite 350 · Naperville, IL 60563 · (331) 204-6230 · Financial planningCRD 297573 · % of assets, Hourly charges, Fixed fees · $994.1 million AUMSEC registeredNo commissions reportedLeft Brain Wealth Management, LLC215 Shuman Blvd, #304 · Naperville, IL 60563 · (630) 517-9300 · Financial planningCRD 170348 · % of assets, Hourly charges, Fixed fees · $340.4 million AUMSEC registeredNo commissions reportedMillington Financial Advisors, LLC55 Shuman Blvd, Suite 1050 · Naperville, IL 60563 · (630) 922-7900 · Financial planningCRD 156315 · % of assets, Fixed fees · $291.4 million AUMSEC registeredNo commissions reportedPowers Financial Group, LLC1700 Park Street, Unit 203 · Naperville, IL 60563 · (844) 862-1003 · Financial planningCRD 306913 · % of assets, Hourly charges · $7.6 million AUMState registeredNo commissions reportedPrairie Investment Advisors, LLC1813 N. Mill St., Suite G · Naperville, IL 60563 · (630) 778-8785 · Financial planningCRD 173356 · % of assets, Hourly charges, Fixed fees · $103.6 million AUMState registeredNo commissions reportedPtma Investment Advisors2135 Citygate Lane, 7th Floor · Naperville, IL 60563 · (630) 657-6400 · % of assets managedCRD 301973 · % of assets · $30.6 billion AUMSEC registeredNo commissions reportedRwc for Life2020 Calamos Court, Suite 200 · Naperville, IL 60563 · (630) 393-6500 · Financial planningCRD 317898 · % of assets, Hourly charges, Fixed fees · $30.2 million AUMState registeredNo commissions reportedScg Asset Management LLC2132 Deep Water Lane, Suite 240a · Naperville, IL 60564 · (312) 784-3952 · Flat / fixed feesCRD 311843 · % of assets, Fixed fees · $158.7 million AUMSEC registeredNo commissions reportedStenger Family Office, LLCNaperville Financial Center, 400 East Diehl Road, Suite 550 · Naperville, IL 60563 · (630) 912-8295 · Financial planningCRD 325089 · % of assets, Fixed fees · $734.9 million AUMSEC registeredNo commissions reportedStone Island Financial Planning900 E. Diehl Road, Suite 181 · Naperville, IL 60563 · (630) 784-2200 · Financial planningCRD 146765 · % of assets, Hourly charges, Fixed fees · $134.0 million AUMSEC registeredNo commissions reportedWealth Strategies Counselors, INC1770 Park St, Ste 204 · Naperville, IL 60563 · (630) 369-0916 · Financial planningCRD 122292 · Fixed feesState registeredNo commissions reportedWindrock Wealth Management225 West Jefferson Avenue, Suite 2 · Naperville, IL 60540 · (312) 650-9593 · Hourly feesCRD 166124 · % of assets, Hourly charges, Fixed fees · $363.2 million AUMSEC registeredNo commissions reported
Talking to advisers in Naperville? 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.