Ian Dillow
Dillow Wealth Management · Oak Brook, Illinois
Ian Dillow is a fee-only financial advisor at Dillow Wealth Management in Oak Brook, Illinois. Ian focuses on estate & legacy planning, family wealth transfer and retirement planning. Dillow Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
Facts
| Firm | Dillow Wealth Management |
|---|---|
| Based in | Oak Brook, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $106.3M across 147 accounts |
| SEC registration | Investment adviser representative in IL · CRD 8231816 |
| Exams passed | Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | dillowwealth.com |
| Profile |
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Questions about Ian
Is Ian Dillow a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ian holds no broker registration, and Dillow Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ian charge for financial advice?
Ian's firm, Dillow Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ian Dillow based?
Ian Dillow is based in Oak Brook, Illinois.
What does Ian specialize in?
Ian's specialties include estate & legacy planning, family wealth transfer, retirement planning and tax planning. Ian works with founders, executives and multi-generational families.
Is Ian Dillow registered with the SEC?
Yes. Ian Dillow is registered as an investment adviser representative in IL (CRD 8231816), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dillow Wealth Management manage?
Dillow Wealth Management reports $106.3M across 147 accounts in assets under management.
How do I contact Ian Dillow?
Through Ian's website, dillowwealth.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
- Dillow 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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