# Patrick Sweeney

> Patrick Sweeney is a fee-only financial advisor at Patrick M Sweeney & Associates in Libertyville, Illinois, who holds the CFP credential. Patrick 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/patrick-sweeney/
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:** 2701208 (https://adviserinfo.sec.gov/individual/summary/2701208)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 63 (1996)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.patrickmsweeney.com

## Frequently asked questions

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

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

Patrick charges a percentage of assets.

### How much does Patrick charge?

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

### Where is Patrick Sweeney based?

Patrick Sweeney is based in Libertyville, Illinois.

### What does Patrick specialize in?

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

### What credentials does Patrick Sweeney hold?

Patrick Sweeney holds the CFP credential.

### Is Patrick Sweeney registered with the SEC?

Yes. Patrick Sweeney is registered as an investment adviser representative in IL and TX (CRD 2701208), 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 Patrick Sweeney?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2701208): 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

---

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