Fee-only adviser · Naperville, IL
Access Softek Advisory Services
Access Softek Advisory Services is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Naperville, Illinois. On its latest Form ADV, filed February 17, 2026, it reports $7.4M in regulatory assets under management, 2,223 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 299800 · SEC file 801-116873 |
| Office | 1807 W Diehl Road Suite 220 Naperville, IL 60563 |
| Phone | (510) 848-0606 |
| Website | www.accesssoftek.com/easyvest |
| Regulatory assets under management | $7.4M ($6.8M discretionary) |
| Individual clients | 2,223 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 17, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
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See all 16 fee-only advisers in Naperville →
Nearby
- Warrenville 2 firms
- Lisle 4 firms
- Batavia 2 firms
- Wheaton 4 firms
- Bolingbrook 1 firm
- Aurora 3 firms
- Glen Ellyn 3 firms
- Woodridge 1 firm
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