# Patrick McGough

> Patrick McGough is a fee-only financial advisor at Geometric Advisors in Arlington Heights, Illinois, who holds the CFA credential. Patrick charges a percentage of assets (1% a year on the first tier of assets managed and no asset minimum) and focuses on tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Geometric Advisors
- **Based in:** Arlington Heights, Illinois
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $1.33B across 2,081 accounts
- **Credentials:** CFA
- **Specialties:** Tax planning, Estate & legacy planning
- **Works with:** Executives, High earners
- **CRD:** 6624018 (https://adviserinfo.sec.gov/individual/summary/6624018)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 65 (2015)
- **Firm size:** 34 employees
- **Disclosures:** None reported
- **Website:** http://www.geometricadvisors.com

## Frequently asked questions

### Is Patrick McGough a fee-only financial advisor?

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

### How does Patrick charge for financial advice?

Patrick charges a percentage of assets.

### How much does Patrick charge?

According to Geometric Advisors's website, checked October 30, 2026: 1% a year on the first tier of assets managed; no asset minimum.

### Does Patrick work with clients virtually?

Yes. Geometric Advisors says on its website that it works with clients remotely.

### Where is Patrick McGough based?

Patrick McGough is based in Arlington Heights, Illinois.

### What does Patrick specialize in?

Patrick's specialties include tax planning and estate & legacy planning. Patrick works with executives and high earners.

### What credentials does Patrick McGough hold?

Patrick McGough holds the CFA credential.

### Is Patrick McGough registered with the SEC?

Yes. Patrick McGough is registered as an investment adviser representative in IL and TX (CRD 6624018), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Geometric Advisors manage?

Geometric Advisors reports $1.33B across 2,081 accounts in assets under management.

### How do I contact Patrick McGough?

Through Patrick's website, www.geometricadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6624018): 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://www.geometricadvisors.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.