Fee-Only Financial Advisors, Ltd.
Palatine, Illinois
Fee-only
Fee-Only Financial Advisors, Ltd. at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 22 individual clients, 18 of them high net worth.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Palatine, Illinois |
|---|---|
| Website | feeonlyfinancial.com |
| [email protected] | |
| Phone | (847) 359-3300 |
Questions about Fee-Only Financial Advisors, Ltd.
How is Fee-Only Financial Advisors, Ltd. paid?
Fee-Only Financial Advisors, Ltd.'s Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Fee-Only Financial Advisors, Ltd. have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Fee-Only Financial Advisors, Ltd..
What does Fee-Only Financial Advisors, Ltd. specialize in?
Fee-Only Financial Advisors, Ltd.'s advisors and website list retirement planning.
Fee-Only Financial Advisors, Ltd. fees
Fee-Only Financial Advisors, Ltd. 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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 4 |
| High-net-worth clients | 18 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 1, 2026 |
| SEC record | CRD 122873 |