Firm
Fisher Financial Group
Northbrook, Illinois
Fee-only
Fisher Financial Group at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 116 individual clients, 8 of them high net worth.
- Its average account is about $199,000 (assets it manages divided by its 206 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Northbrook, Illinois |
|---|---|
| Website | fisherfinancialgroupllc.com |
| Phone | (847) 205-9300 |
Fisher Financial Group fees
Fisher Financial Group 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 |
|---|---|
| Assets managed | $41 million |
| Individual clients | 108 |
| High-net-worth clients | 8 |
| Accounts managed | 206 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 154479 |