Fee-OnlyFinder

Flat / fixed fees in Naperville, IL

16 advisers in Naperville 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 16

Calamos Wealth Management LLC2020 Calamos Court · Naperville, IL 60563 · (630) 245-7200 · Financial planningCRD 143490 · % of assets, Fixed fees · $5.5 billion AUMSEC 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 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 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 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 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 reported
Rwc 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