ShankerValleau Wealth Advisors, Inc.
Skokie, Illinois
ShankerValleau Wealth Advisors, Inc. at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 4 advisors are listed here; all hold the CFP.
- Its Form ADV reports 8 employees and 203 individual clients, 130 of them high net worth.
- Its average account is about $956,000 (assets it manages divided by its 675 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Skokie, Illinois |
|---|---|
| Website | shankervalleau.com |
| [email protected] | |
| Phone | (847) 475-2900 |
Questions about ShankerValleau Wealth Advisors, Inc.
How is ShankerValleau Wealth Advisors, Inc. paid?
ShankerValleau Wealth Advisors, Inc.'s Form ADV says it is paid by: percentage of assets.
How many advisors does ShankerValleau Wealth Advisors, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 4 advisors at ShankerValleau Wealth Advisors, Inc., and 4 hold the CFP.
What is the average account at ShankerValleau Wealth Advisors, Inc.?
ShankerValleau Wealth Advisors, Inc.'s average account is about $956,000. That's the assets on its Form ADV divided by its 675 accounts.
What does ShankerValleau Wealth Advisors, Inc. specialize in?
ShankerValleau Wealth Advisors, Inc.'s advisors and website list tax planning.
ShankerValleau Wealth Advisors, Inc. fees
ShankerValleau Wealth Advisors, Inc. 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 |
|---|---|
| Assets managed | $645 million |
| Individual clients | 73 |
| High-net-worth clients | 130 |
| Accounts managed | 675 |
| Employees | 8 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-62920) |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 117527 |
Advisors at this firm (4)
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