Firm
Roberts, Glore &
Deerfield, Illinois
Fee-only
Roberts, Glore & at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 5 advisors are listed here; 1 of 5 hold the CFP.
- Its Form ADV reports 7 employees and 383 individual clients, 186 of them high net worth.
- Its average account is about $810,000 (assets it manages divided by its 1,158 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Deerfield, Illinois |
|---|---|
| Website | robertsglore.com |
| Phone | (224) 330-6980 |
Roberts, Glore & fees
Roberts, Glore & 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 · Fixed fees |
|---|---|
| Assets managed | $938 million |
| Individual clients | 197 |
| High-net-worth clients | 186 |
| Accounts managed | 1,158 |
| Employees | 7 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-20667) |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 109792 |