Firm
Trifecta Capital Advisors
Northbrook, Illinois
Fee-only
Trifecta Capital Advisors at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 151 individual clients, 114 of them high net worth.
- Its average account is about $1.8 million (assets it manages divided by its 504 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Northbrook, Illinois |
|---|---|
| Website | trifectacapitaladvisors.com |
| Phone | (847) 495-2464 |
Trifecta Capital Advisors fees
Trifecta Capital Advisors 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 | $927 million |
| Individual clients | 37 |
| High-net-worth clients | 114 |
| Accounts managed | 504 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-123043) |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 317391 |