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Firm

Ark Advisors

Bloomington, Illinois

Fee-only

Ark Advisors at a glance

  • One of 330 fee-only firms based in Illinois in the Wellspent graph.
  • 3 advisors are listed here; 1 of 3 hold the ChFC.
  • Its Form ADV reports 2 employees and 325 individual clients, 120 of them high net worth.
  • Its average account is about $185,000 (assets it manages divided by its 1,059 accounts).

Specialties Retirement planning · Estate & legacy planning · Small business owners

Works with Retirees · Founders

Fee-only advisors in Illinois · What fee-only advisors charge in Illinois

Facts

Based inBloomington, Illinois
Websitearkadvisorsllc.com
Phone(309) 661-2000

Ark Advisors fees

Ark Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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 byPercentage of assets · Fixed fees
Assets managed$196 million
Individual clients205
High-net-worth clients120
Accounts managed1,059
Employees2
Planning clients0
Registered withThe SEC (801-131956)
Financial planningOffered
Form ADV filedJanuary 25, 2026
SEC recordCRD 167456

Advisors at this firm (3)