Advisor at Barrett Wealth Connection LLC
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Firm
Barrett Wealth Connection LLC
Location
Spring Grove, IL 60081
Credentials
CFP®, CFA®, Series 63
Industry experience
20 years
Victoria Dorgan is a CFP® and CFA® with 20 years of industry experience. She has been with Barrett Wealth Connection LLC since 2017 and has prior experience at Assurity Life and Raymond James Financial Services. Outside of her advisory role, she is active in nonprofit and community organizations, including volunteering with the Women’s Literacy Society and the Women’s Board of Ravinia Festival Association, and she works as a professional speaker and author on financial education topics. Barrett Wealth Connection LLC serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, foundations, and not-for-profit organizations. The firm provides wealth management, financial planning, and retirement-plan advisory services, emphasizing written Investment Policy Statements and a discretionary, buy-and-hold investment approach with periodic tax-loss harvesting.
Based on Barrett Wealth Connection LLC
Based on Barrett Wealth Connection LLC
Maximum monthly fee for continuing financial planning services is $300
$1 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.80% annually Over $5,000,000+: Negotiable
$300 per hour for financial planning services
Account minimum: $625 per quarter account minimum fee (may be waived by advisor) Minimum fee: $625 per quarter account minimum fee which may be waived based on client needs and complexity Fee-only: Wealth management fees, financial planning fees (hourly $300, max monthly $300), retirement plan fees based on plan assets percentage (negotiable)
2002 Holian Drive, Suite 104
Spring Grove, IL 60081
Illinois · Texas
Barrett Wealth Connection LLC
2017 - Present (9 years)
Professional Speaker
2012 - Present (14 years)
Assurity Life
2010 - 2017 (7 years)
Non-Variable Insurance
2010 - 2017 (7 years)
Keating Financial Advisory Services, Inc
2010 - 2017 (7 years)
Keating & Associates, Inc.
2010 - 2017 (7 years)
Raymond James Financial Services, Inc.
2010 - 2017 (7 years)
Raymond James Financial Services Advisors INC.
2010 - 2017 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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