Charles Reader
Illuminate Wealth Management · Barrington, Illinois
Charles Reader is a fee-only financial advisor at Illuminate Wealth Management in Barrington, Illinois, who holds the CFP credential. Illuminate Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Illuminate Wealth Management |
|---|---|
| Based in | Barrington, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $167.6M across 380 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KY · CRD 6289943 |
| Exams passed | Series 65 (2014) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.illuminatewm.com |
How Charles's firm compares
- Illuminate Wealth Management's average account is about $441,000, from its Form ADV (assets managed divided by 380 accounts).
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Questions about Charles
Is Charles Reader a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Illuminate Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Illuminate Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Charles Reader based?
Charles Reader is based in Barrington, Illinois.
What credentials does Charles Reader hold?
Charles Reader holds the CFP credential.
Is Charles Reader registered with the SEC?
Yes. Charles Reader is registered as an investment adviser representative in KY (CRD 6289943), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Illuminate Wealth Management manage?
Illuminate Wealth Management reports $167.6M across 380 accounts in assets under management.
How do I contact Charles Reader?
Through Charles's website, www.illuminatewm.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
- 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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