Fee-OnlyFinder

Advisers in Palatine, IL

4 advisers in Palatine — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Flat / fixed fees (3)

All advisers

Detterbeck Wealth Management110 N. Brockway, Suite 330 · Palatine, IL 60067 · (847) 934-6262 · Financial planningCRD 111594 · % of assets, Hourly charges, Fixed fees · $279.2 million AUMSEC registeredNo commissions reportedInvestment Resources Center728 East Northwest Highway, Suite 300 · Palatine, IL 60074 · (847) 701-0253 · Financial planningCRD 156996 · % of assets, Hourly charges, Fixed fees · $6.1 million AUMState registeredNo commissions reportedLocke Financial Services, INC.630 N North Court, Suite 108 · Palatine, IL 60067 · (847) 991-2705 · Financial planningCRD 117611 · % of assets, Fixed fees · $55.0 million AUMState registeredNo commissions reportedVon Holt Financial Advisors, INC.50 N. Brockway Street, Suite 4-5 · Palatine, IL 60067 · (847) 991-6050 · Financial planningCRD 115050 · % of assets · $107.3 million AUMState registeredNo commissions reported
Talking to advisers in Palatine? 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.