AZA Capital Management

AZA Capital Management at a glance

• One of 330 fee-only firms based in Illinois in the Wellspent graph.
• 7 advisors are listed here; 1 of 7 hold the ChFC.
• Its Form ADV reports 8 employees and 331 individual clients, 105 of them high net worth.
• Its average account is about $405,000 (assets it manages divided by its 839 accounts).

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

Facts

AZA Capital Management fees

AZA Capital Management 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

Advisors at this firm (7)

• Barbara Kelly

• Bunn Fawcett

• Christopher Recker

• Jeffrey Keen

• Michael Lafontaine

• Michael Vogel

  ChFC

• Ross Blauwkamp