Fee-OnlyFinder

Advisers in Oak Park, IL

6 advisers in Oak Park — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Flat / fixed fees (4)% of assets managed (5)

All advisers

Clark Lewis137 N. Oak Park Ave., Ste 215 #237 · Oak Park, IL 60301 · (510) 775-0823 · Financial planningCRD 305792 · % of assets, Fixed fees, Other · $1.3 million AUMState registeredNo commissions reportedHuckstep Asset Management, LLC609 South Oak Park Ave · Oak Park, IL 60304 · (312) 860-1033 · Financial planningCRD 308437 · % of assets, Hourly charges, Fixed fees · $10.3 million AUMState registeredNo commissions reportedLinden Wealth Management LLC106 South Oak Park Avenue, Suite 204 · Oak Park, IL 60302 · (708) 948-7111 · Financial planningCRD 281995 · % of assets · $192.3 million AUMState registeredNo commissions reportedMadden Funds Management1010 Lake Street Suite 604 · Oak Park, IL 60301 · (708) 848-3200 · Financial planningCRD 110309 · % of assets · $217.9 million AUMSEC registeredNo commissions reportedStonebrook Capital Management, INC.1010 Lake Street, Suite 426 · Oak Park, IL 60301 · (708) 763-9780 · Financial planningCRD 123181 · % of assets, Hourly charges, Fixed fees · $70.3 million AUMState registeredNo commissions reportedVista Financial Planning101 North Marion St., Suite 306 · Oak Park, IL 60301 · (708) 445-8747 · Financial planningCRD 129729 · Fixed feesState registeredNo commissions reported
Talking to advisers in Oak Park? 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.