Firm
AMC Wealth
Chicago, Illinois
Fee-only
AMC Wealth at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 6 advisors are listed here; 2 of 6 hold the CFP.
- Its Form ADV reports 7 employees and 125 individual clients.
- Its average account is about $434,000 (assets it manages divided by its 256 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Chicago, Illinois |
|---|---|
| Website | amcwealth.com |
| Phone | (618) 384-9478 |
AMC Wealth fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.3% to 1% a year |
|---|---|
| Account minimum | $100,000 |
| How it charges | Percentage of assets · Hourly |
In the firm's words
"typically range from 0.30% – 1.0%" source
"typically range from 0.30% – 1.0%" source
"We have a soft minimum of $100,000" source
"are negotiated, deducted from your investment accounts, and typically range from 0.30% – 1.0%" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $111 million |
| Individual clients | 125 |
| Accounts managed | 256 |
| Employees | 7 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | September 17, 2026 |
| SEC record | CRD 308157 |