Patrick Sweeney
Patrick M Sweeney & Associates · Libertyville, Illinois
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.
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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, TX · CRD 2701208 |
| Exams passed | Series 63 (1996) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.patrickmsweeney.com |
| Profile |
How Patrick'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 Patrick
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.
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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