Fee-OnlyFinder

Advisers in Rockford, IL

5 advisers in Rockford — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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

All advisers

Bates Financial Advisors, INC.8437 Northern Ave · Rockford, IL 61107 · (815) 332-4020 · Financial planningCRD 116515 · % of assets, Fixed fees · $439.2 million AUMSEC registeredNo commissions reportedChoreo, LLC6735 Vistagreen Way, Suite 110 · Rockford, IL 61107 · (888) 312-2467 · Financial planningCRD 111221 · % of assets, Hourly charges, Fixed fees · $19.1 billion AUMSEC registeredNo commissions reportedMidwest Financial Associates, INC.4615 E State Street, Suite 102 · Rockford, IL 61108 · (779) 210-2930 · Financial planningCRD 158573 · % of assets · $123.9 million AUMSEC registeredNo commissions reportedPathfinder Advisory, INC.6981 Redansa Dr · Rockford, IL 61108 · (815) 399-9806 · Financial planningCRD 122768 · % of assets, Hourly charges, Fixed fees · $121.4 million AUMSEC registeredNo commissions reportedSavant Wealth Management190 Buckley Drive · Rockford, IL 61107 · (815) 227-0300 · Financial planningCRD 107271 · % of assets, Hourly charges, Fixed fees · $55.6 billion AUMSEC registeredNo commissions reported
Talking to advisers in Rockford? 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.