Fee-only adviser · Barrington, IL
Illuminate Wealth Management
Illuminate Wealth Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Barrington, Illinois. On its latest Form ADV, filed May 20, 2026, it reports $168M in regulatory assets under management, 73 individual clients and 2 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 | 306411 · SEC file 801-132968 |
| Office | 777 N. Lake Zurich Road Suite 125C Barrington, IL 60010 |
| Phone | (847) 595-1315 |
| Website | www.illuminatewm.com |
| Regulatory assets under management | $168M ($158M discretionary) |
| Individual clients | 37 non-high-net-worth, 36 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 6 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 20, 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 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 Barrington
- Trader Wealth Management, LLC $93M
- Virtue Asset Management LLC $211M
- ZHP Capital LLC $37M
- Retirement Matters, Inc. $25M
- Barzideh & Nadeau Wealth Management LLC $60M
- Clearview Wealth Solutions, LLC $42M
See all 7 fee-only advisers in Barrington →
Nearby
- Deer Park 2 firms
- Lake Barrington 2 firms
- Palatine 4 firms
- Hoffman Estates 2 firms
- Cary 1 firm
- Lake Zurich 1 firm
- Schaumburg 6 firms
- Rolling Meadows 2 firms
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