Fee-OnlyFinder

Advisers in Northfield, IL

11 advisers in Northfield — 11 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (7)Hourly fees (4)Flat / fixed fees (7)Retirement plan consulting (3)

All advisers

Ardor Investment Management ConsultingOne Northfield Plaza, Suite 300 · Northfield, IL 60093 · (847) 441-3228 · Financial planningCRD 123206 · % of assets, Hourly charges, Fixed fees · $1.9 million AUMState registeredNo commissions reportedBernardi Asset Management, LLC423 Central Avenue · Northfield, IL 60093 · (312) 281-2021 · % of assets managedCRD 120110 · % of assets · $331.0 million AUMSEC registeredNo commissions reportedCertitude Advisors, LLCOne Northfield Plaza, Suite 300 · Northfield, IL 60093 · (847) 441-2970 · % of assets managedCRD 171228 · % of assets · $86.0 million AUMState registeredNo commissions reportedEngage Wealth Group, LLC211 Waukegan Road, Suite 300. · Northfield, IL 60093 · (847) 794-5000 · Financial planningCRD 307915 · % of assets, Hourly charges, Fixed fees · $119.5 million AUMSEC registeredNo commissions reportedKenney Investments INCOne Northfield Plaza, Ste 505 · Northfield, IL 60093 · (847) 441-2642 · Flat / fixed feesCRD 105665 · % of assets, Fixed fees · $328.5 million AUMSEC registeredNo commissions reportedKline Capital Management LLC540 W. Frontage Road Suite 3315 · Northfield, IL 60093 · (312) 263-6100 · Financial planningCRD 136825 · % of assets, Hourly charges, Fixed fees · $27.1 million AUMState registeredNo commissions reportedMarcus Capital, LLCOne Northfield Plaza, Suite 222 · Northfield, IL 60093 · (847) 313-4326 · Financial planningCRD 130516 · % of assets, Fixed fees · $129.2 million AUMSEC registeredNo commissions reportedMoller Wealth PartnersOne Northfield Plaza, Suite 200 · Northfield, IL 60093 · (847) 441-7575 · Financial planningCRD 110493 · % of assets, Fixed fees · $755.9 million AUMSEC registeredNo commissions reportedStrategic Portfolio ManagersOne Northfield Plaza, Suite 300 · Northfield, IL 60093 · (847) 441-2600 · Financial planningCRD 155286 · % of assets · $127.1 million AUMSEC registeredNo commissions reportedThe Planning Group465 Central Ave, Suite 201 · Northfield, IL 60093 · (847) 441-9400 · Financial planningCRD 298496 · % of assets, Hourly charges, Fixed fees · $291.5 million AUMSEC registeredNo commissions reportedTwombly Asset Management LLC222 Northfield Road, Suite 200 · Northfield, IL 60093 · (847) 256-0900 · % of assets managedCRD 151610 · % of assets · $54.7 million AUMState registeredNo commissions reported
Talking to advisers in Northfield? 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.