Firm
Bard Associates
Chicago, Illinois
Fee-only
Bard Associates 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 CFP.
- Its Form ADV reports 10 employees and 180 individual clients, 93 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 388 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Chicago, Illinois |
|---|---|
| Website | bardassociatesinc.com |
| [email protected] | |
| Phone | (312) 782-9600 |
Bard Associates fees
Bard Associates 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 by | Percentage of assets |
|---|---|
| Assets managed | $416 million |
| Individual clients | 87 |
| High-net-worth clients | 93 |
| Accounts managed | 388 |
| Employees | 10 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-28820) |
| Financial planning | Offered |
| Form ADV filed | May 22, 2026 |
| SEC record | CRD 104984 |