Foresight Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$98,738,000
Total clients
8
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$12,342,250
About
Foresight Wealth Advisors provides investment advisory and consulting services to individual clients through managed accounts and financial planning. The firm serves a very small, higher‑net‑worth client base only — it requires a $500,000 account minimum and does not accept retail (non‑HNW) individual clients.
The firm manages both discretionary and non‑discretionary accounts and tailors recommendations to clients’ goals, risk tolerance, and time horizon using tools such as asset allocation, dollar‑cost averaging, technical analysis, and both short‑ and long‑term trading approaches. It recommends Charles Schwab as custodian and charges percentage‑of‑AUM advisory fees with custodian withdrawals (limited custody) for fee collection.
Distinctive aspects include a solo‑practitioner model in which the firm’s principal conducts all account reviews and delivers one‑time financial plans, resulting in a very small client roster and relatively large assets per client. The firm does not participate in wrap programs, does not aggregate (block) client orders, and does not vote proxies for client securities, leaving proxy voting to clients.
Client services
Financial planning
Portfolio management
Expertise
Annuities
Fee options
Consulting services charged through fixed fee arrangements agreed upon with client; fees never $500 or more six months in advance; invoiced quarterly in advance or upon completion if less than a quarter.
Under $1,000,000 - $999,999: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $15,000,000: 0.75% $15,000,001+: 0.65%
Account minimum: $500,000
Main office location
Foresight Wealth Advisors
8401 Crawford Avenue, Suite 104
Skokie IL 60076, United States
Number of offices
1
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")