Fee-OnlyFinder

Advisers in Oak Brook, IL

12 advisers in Oak Brook — 12 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (9)Hourly fees (6)Flat / fixed fees (9)Retirement plan consulting (4)

All advisers

Chicago Oakbrook Financial Group903 Commerce Drive,, Suite 300 · Oak Brook, IL 60523 · (630) 954-5572 · Financial planningCRD 333344 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedDefined Capital LLC1550 Spring Road, Suite 215 · Oak Brook, IL 60523 · (630) 544-2525 · Financial planningCRD 317360 · % of assets, Hourly charges, Fixed fees · $43.6 million AUMState registeredNo commissions reportedDillow Wealth Management LLC700 Commerce Drive, Suite 500 · Oak Brook, IL 60523 · (224) 330-9662 · Financial planningCRD 313192 · % of assets, Fixed fees · $106.3 million AUMSEC registeredNo commissions reportedErgawealth Advisors, INC.1200 Harger Road, Suite 711 · Oak Brook, IL 60523 · (630) 320-2078 · Financial planningCRD 290030 · % of assets, Hourly charges, Fixed fees · $341.5 million AUMSEC registeredNo commissions reportedKarstens Wealth1415 W 22nd St Tower Floor · Oak Brook, IL 60523 · (833) 657-8400 · Financial planningCRD 321646 · % of assets, Subscription fees, Fixed fees · $2.9 million AUMState registeredNo commissions reportedKuhn Capital Partners1415 West 22nd St, Ste 530 · Oak Brook, IL 60523 · (800) 674-3217 · Financial planningCRD 283028 · % of assets, Fixed fees, Performance-based fees · $169.9 million AUMSEC registeredNo commissions reportedMaguire Asset Management, LLC1000 Jorie Blvd, Ste 138 · Oak Brook, IL 60523 · (630) 654-8382 · Hourly feesCRD 132407 · % of assets, Hourly charges · $42.0 million AUMState registeredNo commissions reportedStonebridge Wealth Management LLC1010 Jorie Blvd, Suite 144 · Oak Brook, IL 60523 · (630) 230-1830 · Financial planningCRD 285693 · % of assets, Hourly charges, Fixed fees · $283.3 million AUMSEC registeredNo commissions reportedStrongside Asset Management LLC815 Commerce Dr, Suite 240 · Oak Brook, IL 60523 · (630) 607-8793 · Financial planningCRD 315542 · % of assets, Hourly charges, Fixed fees · $35.6 million AUMState registeredNo commissions reportedTall Pines Capital, LLC1010 Jorie Blvd., Suite 144 · Oak Brook, IL 60523 · (630) 564-1348 · % of assets managedCRD 286089 · % of assets, Performance-based fees · $25.0 million AUMSEC registeredNo commissions reported
Trac Asset Management LLC2021 Midwest Road, Suite 200 · Oak Brook, IL 60523 · (331) 205-8935 · % of assets managedCRD 170662 · % of assets · $86.4 million AUMState registeredNo commissions reportedWatershed Private Wealth1415 West. 22nd Street, Suite 550 · Oak Brook, IL 60523 · (630) 478-0195 · Financial planningCRD 316408 · % of assets, Fixed fees · $413.7 million AUMSEC registeredNo commissions reported
Talking to advisers in Oak Brook? 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.