Firm
Latitude Advisors
Yorkville, Illinois
Fee-only
Latitude Advisors at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 9 advisors are listed here; 1 of 9 hold the CFP.
- Its Form ADV reports 66 employees and 1,525 individual clients, 115 of them high net worth.
- Its average account is about $220,000 (assets it manages divided by its 2,575 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Yorkville, Illinois |
|---|---|
| Website | latitudefinancial.net |
| Phone | (630) 553-3730 |
Latitude Advisors fees
Latitude Advisors 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 | $567 million |
| Individual clients | 1,410 |
| High-net-worth clients | 115 |
| Accounts managed | 2,575 |
| Employees | 66 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-70420) |
| Financial planning | Offered |
| Form ADV filed | April 22, 2026 |
| SEC record | CRD 151001 |