Fee-Only Financial Advisors, Ltd.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
22
82% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
22
TypicalAverage account size
$0
About
The firm is a solo, fee-only independent adviser that works with individuals and select organizational clients (including pension plans, trusts, estates and charitable entities) to provide financial planning, investment advisory and consulting services. It serves a small client base and manages client assets on a non-discretionary basis.
The adviser develops tailored financial plans and implements investment allocations primarily through mutual funds and exchange-traded funds, using fundamental and cyclical analysis and a mix of long- and short-term strategies; clients retain final authority over transactions, as the firm does not exercise discretionary trading authority. Custodial relationships are generally recommended with major custodians and the firm conducts periodic account reviews and can provide hourly consulting as an alternative engagement format.
What is distinctive about this practice compared with many peers is its compensation model: it does not rely on percentage-of-assets-under-management fees and instead uses fixed-fee and hourly arrangements, and it does not accept commissions or performance-based fees. As a long-established solo, fee-only practice with professional planning credentials, the firm combines hands-on, non-discretionary portfolio oversight with integrated planning and standard custodial support arrangements.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
General estate planning guidance
Cash flow / budgeting
Fee options
Typically $250 to $500 per hour, based on type, complexity, and scope of engagement.
Minimum fee: Minimum annual fee of $10,000 ($5,000 semi-annually) for new clients; existing clients may be grandfathered under previous fee minimums. Minimum fee may be waived or reduced at the firm's discretion. Fee-only: Annual fixed fee typically starting at $10,000, based on complexity and asset size; hourly fees also offered, typically $250 to $500 per hour.
Main office location
Fee-Only Financial Advisors, Ltd.
Palatine IL, United States
Number of offices
1
Most active in
Fee-Only Financial Advisors, Ltd. has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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