# John Ferguson

> John Ferguson is a fee-only financial advisor at Patrick M Sweeney & Associates in Barrington, Illinois, who holds the CFP credential. John 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/john-ferguson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Patrick M Sweeney & Associates
- **Based in:** Barrington, 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:** 7373190 (https://adviserinfo.sec.gov/individual/summary/7373190)
- **SEC registration:** Investment adviser representative in IL
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.patrickmsweeney.com

## Frequently asked questions

### Is John Ferguson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John 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 John charge for financial advice?

John charges a percentage of assets.

### How much does John charge?

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

### Where is John Ferguson based?

John Ferguson is based in Barrington, Illinois.

### What does John specialize in?

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

### What credentials does John Ferguson hold?

John Ferguson holds the CFP credential.

### Is John Ferguson registered with the SEC?

Yes. John Ferguson is registered as an investment adviser representative in IL (CRD 7373190), 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 John Ferguson?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7373190): 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.