Fee-OnlyFinder

Advisers in Rolling Meadows, IL

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

Financial planning (4)Hourly fees (3)Flat / fixed fees (4)% of assets managed (4)

All advisers

Financial Elements, INC1861 Hicks Road Suite D · Rolling Meadows, IL 60008 · (847) 496-4179 · Financial planningCRD 148557 · % of assets, Hourly charges, Fixed fees · $192.6 million AUMSEC registeredNo commissions reportedGallagher Fiduciary Advisors, LLC2850 Golf Road · Rolling Meadows, IL 60008 · (630) 773-3800 · Financial planningCRD 146509 · % of assets, Hourly charges, Fixed fees · $194.8 billion AUMSEC registeredNo commissions reportedGbs Retirement Services, INC.2850 Golf Road, 8th Floor · Rolling Meadows, IL 60008 · (630) 285-4093CRD 34889 · OtherState registeredNo commissions reportedLakeshore Capital Group, INC.1811 Hicks Road · Rolling Meadows, IL 60008 · (847) 701-0400 · Financial planningCRD 325609 · % of assets, Fixed fees · $181.5 million AUMSEC registeredNo commissions reportedLeading Edge Wealth Management, LLC1600 Golf Road, Suite 1200 · Rolling Meadows, IL 60008 · (847) 387-5555 · Financial planningCRD 148787 · % of assets, Hourly charges, Fixed fees · $43.7 million AUMState registeredNo commissions reported
Talking to advisers in Rolling Meadows? 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.