Piershale Wealth Management
Crystal Lake, Illinois
Piershale Wealth Management at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 52 individual clients.
- Its average account is about $245,000 (assets it manages divided by its 110 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Crystal Lake, Illinois |
|---|---|
| Website | johnpiershale.com |
| [email protected] | |
| Phone | (776) 811-7333 |
Questions about Piershale Wealth Management
How is Piershale Wealth Management paid?
Piershale Wealth Management's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Piershale Wealth Management have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Piershale Wealth Management.
What is the average account at Piershale Wealth Management?
Piershale Wealth Management's average account is about $245,000. That's the assets on its Form ADV divided by its 110 accounts.
What does Piershale Wealth Management specialize in?
Piershale Wealth Management's advisors and website list retirement planning, tax planning, estate & legacy planning and equity compensation.
Piershale Wealth Management fees
Piershale Wealth Management 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 | $27 million |
| Individual clients | 52 |
| Accounts managed | 110 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | May 19, 2026 |
| SEC record | CRD 312770 |
Advisors at this firm (1)
Other fee-only firms in Illinois
- Pinnacle Financial Group, LLC · Western Springs
- Pinnacle Planning Advisors · Evanston
- Pluto Wealth Management · Woodridge
- Porter Avenue Capital Management · Alto Pass
- Powers Advisory Group · Highland
- PR Wealth Management Group · East Moline
- Prairie Investment Advisors · Naperville
- Prism Planning Partners · Libertyville