Firm
Patrick M Sweeney & Associates
Libertyville, Illinois
Fee-only
Patrick M Sweeney & Associates at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 86 individual clients, 55 of them high net worth.
- Its average account is about $828,000 (assets it manages divided by its 305 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Libertyville, Illinois |
|---|---|
| Website | patrickmsweeney.com |
| Phone | (847) 277-7771 |
Patrick M Sweeney & Associates fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.6% to 0.8% a year |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
".6% on account values over $500,000" source
".8% on account values under $500,000" source
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 | $253 million |
| Individual clients | 31 |
| High-net-worth clients | 55 |
| Accounts managed | 305 |
| Employees | 2 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-118910) |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 112802 |