Retirement Portfolio Partners

Retirement Portfolio Partners 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 1 employee and 30 individual clients, 26 of them high net worth.
• Its average account is about $307,000 (assets it manages divided by its 142 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

Retirement Portfolio Partners fees

Retirement Portfolio Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat 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

Advisors at this firm (1)

• Erik Barnes

  CFP

Other fee-only firms in Illinois

• Rhodo Wealth Management · Geneva
• RISE Investments · Chicago
• River Street Advisors · Aurora
• Riverbend Planning Group · Chicago
• Riverpoint Wealth Management · Chicago
• Roberts, Glore & · Deerfield
• Royal Asset Managers · St. Charles
• Royalty Wealth Management · Chicago

Fee-only advisors in Illinois