Brett Detterbeck
Detterbeck Wealth Management · Palatine, Illinois
Brett Detterbeck is a fee-only financial advisor at Detterbeck Wealth Management in Palatine, Illinois, who holds the CFP and CFA credentials. Brett charges an ongoing planning fee and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Detterbeck Wealth Management |
|---|---|
| Based in | Palatine, Illinois |
| Fee model | Ongoing planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $279.2M across 790 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in IL · CRD 2474237 |
| Exams passed | Series 66 (2002) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | dwmgmt.com |
| Profile |
How Brett's firm compares
- Detterbeck Wealth Management's average account is about $353,000, from its Form ADV (assets managed divided by 790 accounts).
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Questions about Brett
Is Brett Detterbeck a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brett holds no broker registration, and Detterbeck Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brett charge for financial advice?
Brett charges an ongoing planning fee.
Does Brett work with clients virtually?
Yes. Detterbeck Wealth Management says on its website that it works with clients remotely.
Where is Brett Detterbeck based?
Brett Detterbeck is based in Palatine, Illinois.
What does Brett specialize in?
Brett's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.
What credentials does Brett Detterbeck hold?
Brett Detterbeck holds the CFP and CFA credentials.
Is Brett Detterbeck registered with the SEC?
Yes. Brett Detterbeck is registered as an investment adviser representative in IL (CRD 2474237), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Detterbeck Wealth Management manage?
Detterbeck Wealth Management reports $279.2M across 790 accounts in assets under management.
How do I contact Brett Detterbeck?
Through Brett's website, dwmgmt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Detterbeck Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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