Deerfield Financial Advisors, Inc.
Park Ridge, Illinois
Deerfield Financial Advisors, Inc. at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 7 advisors are listed here; 6 of 7 hold the CFP.
- Its Form ADV reports 14 employees and 310 individual clients, 163 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 1,073 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Park Ridge, Illinois |
|---|---|
| Website | deerfieldfa.com |
| [email protected] | |
| Phone | (847) 789-5000 |
Questions about Deerfield Financial Advisors, Inc.
How is Deerfield Financial Advisors, Inc. paid?
Deerfield Financial Advisors, Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Deerfield Financial Advisors, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 7 advisors at Deerfield Financial Advisors, Inc., and 6 hold the CFP.
What is the average account at Deerfield Financial Advisors, Inc.?
Deerfield Financial Advisors, Inc.'s average account is about $1.1 million. That's the assets on its Form ADV divided by its 1,073 accounts.
What does Deerfield Financial Advisors, Inc. specialize in?
Deerfield Financial Advisors, Inc.'s advisors and website list physicians & residents.
Deerfield Financial Advisors, Inc. fees
Deerfield Financial Advisors, Inc. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $1.2 billion |
| Individual clients | 147 |
| High-net-worth clients | 163 |
| Accounts managed | 1,073 |
| Employees | 14 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-25156) |
| Financial planning | Offered |
| Form ADV filed | October 26, 2026 |
| SEC record | CRD 104964 |
Advisors at this firm (7)
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