Hokin Investment Advisors Inc.

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Client assets under management

$53,283,708

Clients

32% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$657,824

About

Hokin Investment Advisors provides portfolio construction and supervisory asset management, financial planning, and pension consulting to individuals (including high‑net‑worth clients), businesses, trusts and employee benefit plans. The firm also works with retirement plan sponsors and participants, managing both discretionary accounts and participant‑directed retirement assets.

Advisory services are provided under a fiduciary standard, typically via limited trading authorizations and an asset‑allocation framework that emphasizes low‑cost vehicles such as ETFs, low‑expense mutual funds and individual fixed‑income securities, with ongoing monitoring and rebalancing. The firm uses commercially available analytics and due diligence tools for security selection and may implement tactical overlays or non‑correlating assets in limited circumstances to address shorter‑term needs.

Notably, the firm offers educational seminars and workshops for plan participants and other groups — a service that is uncommon among peers — and provides pension consulting that can include participant enrollment meetings and plan‑level education. The brochure also discloses that supervised persons may hold insurance licenses and, in some cases, offer insurance products with required pre‑transaction disclosures and referral policies, reflecting an atypical overlap of advisory and insurance activities for a firm of this size.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Passive / index investing Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Flat fees for financial planning and consulting range from $1,500 to $10,000.

Percentage

$0 - $5,000,000: 1.00% annually (Pension Consulting Services) Over $5,000,000+: 0.75% annually (Pension Consulting Services)

Project-based

Up to $350 per hour for financial planning and consulting services.

Other

Minimum fee: Minimum quarterly fee applies if calculated fee is less than minimum; specific minimum amount not stated. Fee-only: Financial Planning fees: hourly up to $350/hour; flat fees range from $1,500 to $10,000.

Main office location

Hokin Investment Advisors Inc.

707 Skokie Boulevard, Suite 520

Northbrook IL 60062, United States

Number of offices

Most active in

Illinois

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

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

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 224-269-0009

Advisors at this firm

Gary H

Series 63, Series 66

Northbrook, IL

Hokin Investment Advisors Inc.

Gary Hokin is the president of Hokin Investment Advisors Inc. in Northbrook, IL, holding Series 63 and Series 66 licenses with 30 years of industry experience. He has worked at First Sovereign Securities Corp since 1995 and founded Hokin Investment Advisors in 2006. Hokin Investment Advisors serves individuals, businesses, trusts, and retirement plans, providing portfolio construction, asset management, financial planning, and pension consulting. The firm emphasizes low-cost investment solutions and offers educational seminars and workshops on investment topics for plan participants and other groups.

Passive / index investing Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive

Jonathan H

Series 63, Series 65

Northbrook, IL

Hokin Investment Advisors Inc.

Jonathan Hokin is an investment advisor representative at Hokin Investment Advisors Inc. in Northbrook, IL, with nine years of industry experience. He has been with Hokin Investment Advisors since 2016 and also works with Nikoh Securities Corporation. Hokin Investment Advisors serves individuals, businesses, trusts, and retirement plans by offering portfolio construction, supervisory asset management, financial planning, and pension consulting. The firm emphasizes low-cost investment solutions and provides educational seminars and workshops on investment topics.

Passive / index investing Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive

Caroline S

CFP®

Northbrook, IL

Hokin Investment Advisors Inc.

Caroline Sarles is a CFP® professional with two years of industry experience, currently advising at Hokin Investment Advisors Inc. She previously worked at Martin Investment Management LLC for nine years. Hokin Investment Advisors serves individuals, businesses, trusts, and retirement plans by offering portfolio construction, supervisory asset management, financial planning, and pension consulting. The firm emphasizes low-cost investment solutions and provides educational seminars and participant education as part of its services.

Passive / index investing Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive

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