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Tower Wealth Advisors, Inc.

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Client assets under management

$49,211,823

Clients

218

10% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

109

Very High

Average account size

$225,742

About

Tower Wealth Advisors provides investment supervisory services and broad financial planning to individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers modular and comprehensive planning covering retirement, estate, tax, insurance, college, and divorce-related financial analysis, and commonly charges asset-based advisory fees for managed accounts.

The firm typically implements advice by recommending third‑party advisers or money managers rather than building proprietary model portfolios, and it generally invests client assets in exchange‑traded funds, no‑load mutual funds, equities, and debt instruments. Tower Wealth uses both fundamental and technical analysis and manages most accounts on a discretionary basis while maintaining some non‑discretionary relationships.

Tower Wealth differs from many peers in that it maintains affiliations with other investment advisers and its principals are licensed insurance agents who place life insurance and annuity business with insurance carriers and receive compensation from those carriers; the firm states it does not charge advisory fees on insurance products where such compensation is earned. The firm also routinely uses multiple third‑party custodians and may place client assets with outside money managers, arrangements that clients should consider when evaluating potential conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting
Assistance with 401(k) plans and their participants

Expertise

General retirement planning College savings (529s, UTMA, etc.) Divorce financial planning Income planning

Fee options

Fixed

Divorce Financial Planning: $1,500 for marital assets under $1 million; $2,500 for marital assets over $1 million; $85 annual administrative account service fee per account

Percentage

$0 - $250,000: 2.5% $250,001 - $500,000: 2.3% $500,001 - $1,000,000: 2.1% $1,000,001 - $2,000,000: 1.9% $2,000,001 - Above: 1.8%

Project-based

$350 per hour for clients without assets under management

Other

Account minimum: $250,000 (may be waived or lowered at firm's discretion)

Main office location

Tower Wealth Advisors, Inc.

301 S. County Farm Rd, Suite D

Wheaton IL 60187, United States

Number of offices

1

Most active in

More info

Illinois

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 630-682-1888

Advisors at this firm

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user avatar

Graham C

Series 66

Wheaton, IL

Tower Wealth Advisors, Inc.

Graham Craig is a financial advisor at Tower Wealth Advisors, Inc. in Wheaton, IL, holding a Series 66 designation with 15 years of industry experience. He has worked at Tower Wealth Advisors since 2016 and has been associated with Robert W. Baird & Co. Incorporated since 2011. Tower Wealth Advisors provides investment supervisory services and comprehensive financial planning to individuals, retirement plans, trusts, estates, and charitable organizations. The firm typically implements advice through third-party advisers or money managers and invests client assets in a range of securities, including exchange-traded funds and no-load mutual funds, managing most accounts on a discretionary basis.

General retirement planning College savings (529s, UTMA, etc.) Divorce financial planning Income planning
user avatar

Paul C

Series 63, Series 65

Wheaton, IL

Tower Wealth Advisors, Inc.

Paul Craig is a financial advisor at Tower Wealth Advisors, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ausdal Financial Partners and Formula Folios Distributors. Outside of advising, Craig is a teacher at Glenbard Township High School and serves as the head golf coach at Wheaton College. Tower Wealth Advisors provides investment supervisory services and comprehensive financial planning to individuals, retirement plans, trusts, estates, and charitable organizations. The firm typically recommends third-party advisers and invests client assets in exchange-traded funds, no-load mutual funds, equities, and debt instruments, managing most accounts on a discretionary basis.

General retirement planning College savings (529s, UTMA, etc.) Divorce financial planning Income planning
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