Kollar Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,430,926
Total clients
40
5% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
40
Average account size
$310,773
About
Kollar Wealth Advisors, LLC provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. The firm manages roughly $12.4 million across about 40 client relationships and also offers management of variable annuity and variable life products.
The firm’s investment process is goal- and risk-based, using fundamental, technical and cyclical analysis to construct portfolios, document objectives in investment policy statements or risk tolerance forms, and perform periodic reviews; it accepts discretionary trading authority for managed accounts. Kollar Wealth may engage sub‑advisors and refer clients to third‑party money managers, acting as a liaison and reviewing custodial statements while retaining responsibility for the client relationship.
Distinctive features noted in the brochure include an affiliated insurance agency operated by the firm’s principal, and the disclosure that the principal may receive customary commissions for insurance sales, which the firm identifies as a potential conflict of interest. The firm also discloses a past client dispute and arbitration related to an insurance transaction that was settled—an event the brochure frames as a material disclosure and one that is relatively uncommon among similar independent, solo-practitioner advisory firms.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Retirement income strategy
Income planning
General tax planning
Wealth management
Fee options
Fixed fee of $500 for Basic Financial Planning Services
$0 - $1,000,000: 1.85% $1,000,000.01 - $5,000,000: 1.15% $0 - $1,000,000: 1.35% $5,000,000.01 - $15,000,000: 0.55% $15,000,000.01 - $25,000,000: 0.40% $25,000,000.01 - $35,000,000: 0.35% $35,000,000.01 - $45,000,000: 0.27% Over $5,000,000+: 1.00% $5,000,000 - $10,000,000: 0.80% $0 - $5,000,000: 0.80% $10,000,000.01 - $15,000,000: 0.45% $15,000,000.01 - $25,000,000: 0.40% $25,000,000.01 - $35,000,000: 0.35% $35,000,000.01 - $45,000,000: 0.27%
$200 per hour for financial planning and retirement planning services
Fee-only: Basic Financial Planning Services: $500 fixed fee; Financial Planning hourly fee: $200/hour
Main office location
Kollar Wealth Advisors, LLC
One Northbrook Place, 5 Revere Drive, Suite 200
Northbrook IL 60062, United States
Number of offices
1
Most active in
Kollar Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · Ohio
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 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.
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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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