John Ferguson
Patrick M Sweeney & Associates · Barrington, Illinois
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.
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Specialties
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 | $252.5M across 305 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 7373190 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.patrickmsweeney.com |
How John'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 John
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.
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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