Jack Hallier
Patrick M Sweeney & Associates · Libertyville, Illinois
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.
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Specialties
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 | $252.5M across 305 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 7445693 |
| Exams passed | Series 66 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.patrickmsweeney.com |
How Jack's firm compares
- Patrick M Sweeney & Associates's average account is about $828,000, from its Form ADV (assets managed divided by 305 accounts).
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Questions about Jack
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.
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
- Patrick M Sweeney & Associates 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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