Endowment Wealth Management, Inc. at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 14 advisors are listed here; 6 of 14 hold the CFP.
- Its Form ADV reports 14 employees and 471 individual clients, 145 of them high net worth.
- Its average account is about $199,000 (assets it manages divided by its 3,057 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Chicago, Illinois |
|---|---|
| Website | endowmentwm.com |
| [email protected] | |
| Phone | (312) 373-3850 |
Questions about Endowment Wealth Management, Inc.
How is Endowment Wealth Management, Inc. paid?
Endowment Wealth Management, Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees, performance-based fees.
How many advisors does Endowment Wealth Management, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 14 advisors at Endowment Wealth Management, Inc., and 6 hold the CFP.
What is the average account at Endowment Wealth Management, Inc.?
Endowment Wealth Management, Inc.'s average account is about $199,000. That's the assets on its Form ADV divided by its 3,057 accounts.
What does Endowment Wealth Management, Inc. specialize in?
Endowment Wealth Management, Inc.'s advisors and website list pension planning, retirement planning, real estate investors and family wealth transfer.
Is Endowment Wealth Management, Inc. accepting new clients?
Yes, according to Endowment Wealth Management, Inc.'s website, checked October 28, 2026.
Endowment Wealth Management, Inc. fees
Endowment Wealth Management, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 · Performance-based fees |
|---|---|
| Assets managed | $609 million |
| Individual clients | 326 |
| High-net-worth clients | 145 |
| Accounts managed | 3,057 |
| Employees | 14 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-112413) |
| Financial planning | Offered |
| Form ADV filed | July 6, 2026 |
| SEC record | CRD 108652 |