Firm
Detterbeck Wealth Management
Palatine, Illinois
Fee-only
Detterbeck Wealth Management at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 6 employees and 165 individual clients, 90 of them high net worth.
- Its average account is about $353,000 (assets it manages divided by its 790 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Palatine, Illinois |
|---|---|
| Website | dwmgmt.com |
| Phone | (847) 934-6262 |
Detterbeck Wealth Management fees
Detterbeck Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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 | $279 million |
| Individual clients | 75 |
| High-net-worth clients | 90 |
| Accounts managed | 790 |
| Employees | 6 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-110527) |
| Financial planning | Offered |
| Form ADV filed | June 16, 2026 |
| SEC record | CRD 111594 |