Firm
SMR Strategic Investments
Glen Ellyn, Illinois
Fee-only
SMR Strategic Investments 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 16 individual clients, 8 of them high net worth.
- Its average account is about $285,000 (assets it manages divided by its 34 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Glen Ellyn, Illinois |
|---|---|
| Phone | (402) 578-7917 |
SMR Strategic Investments fees
SMR Strategic Investments 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 | $10 million |
| Individual clients | 8 |
| High-net-worth clients | 8 |
| Accounts managed | 34 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 319433 |