Steven Bartz
Graybill Wealth Management · Elmhurst, Illinois
Steven Bartz is a fee-only financial advisor at Graybill Wealth Management in Elmhurst, Illinois. Steven charges a percentage of assets.
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Facts
| Firm | Graybill Wealth Management |
|---|---|
| Based in | Elmhurst, Illinois |
| Fee model | Percentage of assets |
| Assets under management | $525.8M across 650 accounts |
| SEC registration | Investment adviser representative in IL, TX · CRD 3007487 |
| Exams passed | Series 65 (1998) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.graybillwealth.com |
How Steven's firm compares
- Graybill Wealth Management's average account is about $809,000, from its Form ADV (assets managed divided by 650 accounts).
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Questions about Steven
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.
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
- Graybill Wealth Management 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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