Firm
Graybill Wealth Management
Elmhurst, Illinois
Fee-only
Graybill Wealth Management 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 5 employees and 269 individual clients, 101 of them high net worth.
- Its average account is about $809,000 (assets it manages divided by its 650 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Elmhurst, Illinois |
|---|---|
| Website | graybillwealth.com |
| Phone | (630) 941-9460 |
Graybill Wealth Management fees
Graybill 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: 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 |
|---|---|
| Assets managed | $526 million |
| Individual clients | 168 |
| High-net-worth clients | 101 |
| Accounts managed | 650 |
| Employees | 5 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-5921) |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 112046 |