# Steven Bartz

> Steven Bartz is a fee-only financial advisor at Graybill Wealth Management in Elmhurst, Illinois. Steven charges a percentage of assets.

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

## Facts

- **Firm:** Graybill Wealth Management
- **Based in:** Elmhurst, Illinois
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $525.8M across 650 accounts
- **CRD:** 3007487 (https://adviserinfo.sec.gov/individual/summary/3007487)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 65 (1998)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.graybillwealth.com

## Frequently asked questions

### Is Steven Bartz a fee-only financial advisor?

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

### How does Steven charge for financial advice?

Steven charges a percentage of assets.

### Where is Steven Bartz based?

Steven Bartz is based in Elmhurst, Illinois.

### Is Steven Bartz registered with the SEC?

Yes. Steven Bartz is registered as an investment adviser representative in IL and TX (CRD 3007487), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Graybill Wealth Management manage?

Graybill Wealth Management reports $525.8M across 650 accounts in assets under management.

### How do I contact Steven Bartz?

Through Steven's website, www.graybillwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3007487): 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://graybillwealth.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.