# Jack Hallier

> Jack Hallier is a fee-only financial advisor at Patrick M Sweeney & Associates in Libertyville, Illinois, who holds the CFP credential. Jack charges a percentage of assets (0.6%–0.8% a year of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/jack-hallier/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Patrick M Sweeney & Associates
- **Based in:** Libertyville, Illinois
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.6%–0.8% a year of assets managed
- **Assets under management (firm):** $252.5M across 305 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 7445693 (https://adviserinfo.sec.gov/individual/summary/7445693)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 66 (2022)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.patrickmsweeney.com

## Frequently asked questions

### Is Jack Hallier a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jack holds no broker registration, and Patrick M Sweeney & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jack charge for financial advice?

Jack charges a percentage of assets.

### How much does Jack charge?

According to Patrick M Sweeney & Associates's website, checked October 30, 2026: 0.6%–0.8% a year of assets managed.

### Where is Jack Hallier based?

Jack Hallier is based in Libertyville, Illinois.

### What does Jack specialize in?

Jack's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does Jack Hallier hold?

Jack Hallier holds the CFP credential.

### Is Jack Hallier registered with the SEC?

Yes. Jack Hallier is registered as an investment adviser representative in IL (CRD 7445693), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Patrick M Sweeney & Associates manage?

Patrick M Sweeney & Associates reports $252.5M across 305 accounts in assets under management.

### How do I contact Jack Hallier?

Through Jack's website, www.patrickmsweeney.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7445693): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://patrickmsweeney.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.