Illuminate Wealth Management, LLC at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 4 advisors are listed here; all hold the CFP.
- Its Form ADV reports 6 employees and 73 individual clients, 36 of them high net worth.
- Its average account is about $441,000 (assets it manages divided by its 380 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Chicago, Illinois |
|---|---|
| [email protected] | |
| Phone | (847) 595-1315 |
Questions about Illuminate Wealth Management, LLC
How is Illuminate Wealth Management, LLC paid?
Illuminate Wealth Management, LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Illuminate Wealth Management, LLC have in the Wellspent public graph?
The Wellspent public graph lists 4 advisors at Illuminate Wealth Management, LLC, and 4 hold the CFP.
What is the average account at Illuminate Wealth Management, LLC?
Illuminate Wealth Management, LLC's average account is about $441,000. That's the assets on its Form ADV divided by its 380 accounts.
What does Illuminate Wealth Management, LLC specialize in?
Illuminate Wealth Management, LLC's advisors and website list retirement planning, tax planning and estate & legacy planning.
Is Illuminate Wealth Management, LLC accepting new clients?
Yes, according to Illuminate Wealth Management, LLC's website, checked November 7, 2026.
Does Illuminate Wealth Management, LLC work with clients virtually?
Yes. Illuminate Wealth Management, LLC's website says it works with clients virtually.
Illuminate Wealth Management, LLC fees
Illuminate Wealth Management, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects, ongoing planning fee. 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 · Fixed fees |
|---|---|
| Assets managed | $168 million |
| Individual clients | 37 |
| High-net-worth clients | 36 |
| Accounts managed | 380 |
| Employees | 6 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-132968) |
| Financial planning | Offered |
| Form ADV filed | May 20, 2026 |
| SEC record | CRD 306411 |