Firm
Essex
Deer Park, Illinois
Fee-only
Essex at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 9 advisors are listed here; 2 of 9 hold the CFP.
- Its Form ADV reports 9 employees and 576 individual clients, 162 of them high net worth.
- Its average account is about $283,000 (assets it manages divided by its 2,294 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Deer Park, Illinois |
|---|---|
| Website | alignable.com/barrington-il/essex-llc |
| Phone | (847) 777-7800 |
Essex fees
Essex 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 | $649 million |
| Individual clients | 414 |
| High-net-worth clients | 162 |
| Accounts managed | 2,294 |
| Employees | 9 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-54274) |
| Financial planning | Offered |
| Form ADV filed | January 29, 2026 |
| SEC record | CRD 108352 |