Fee-only adviser · Glenview, IL
Breakout Private Wealth LLC
Breakout Private Wealth LLC is a fee-only investment adviser registered with the securities regulator of Illinois, with its main office in Glenview, Illinois. On its latest Form ADV, filed March 10, 2023, it reports $12M in regulatory assets under management, 20 individual clients and 1 employee who gives 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 | State-registered: Illinois |
|---|---|
| Firm CRD number | 307339 |
| Office | 2700 Patriot Blvd. #250 Glenview, IL 60026 |
| Phone | (312) 953-4081 |
| Website | Not listed |
| Regulatory assets under management | $12M ($6.7M discretionary) |
| Individual clients | 17 non-high-net-worth, 3 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 10, 2023 |
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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- 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.
Other fee-only advisers in Glenview
- Merino Wealth Management $47M
- Aris Investing $3.3B
See all 3 fee-only advisers in Glenview →
Nearby
- Northbrook 17 firms
- Des Plaines 4 firms
- Northfield 7 firms
- Winnetka 8 firms
- Glencoe 1 firm
- Mount Prospect 3 firms
- Park Ridge 2 firms
- Bannockburn 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Breakout Private Wealth LLC? Update this listing.