Fee-only adviser · Des Plaines, IL
Kenora Financial, LLC
Kenora Financial, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Des Plaines, Illinois. On its latest Form ADV, filed July 29, 2026, it reports $316M in regulatory assets under management, 190 individual clients and 3 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 | 123524 · SEC file 801-112395 |
| Office | 1295 Rand Road Suite 100 Des Plaines, IL 60016 |
| Phone | (847) 257-7200 |
| Website | kenorafinancial.com |
| Regulatory assets under management | $316M |
| Individual clients | 120 non-high-net-worth, 70 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 7 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | July 29, 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 provides financial planning services, not only portfolio management.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
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 Des Plaines
- Prosperifi LLC $74M
- Kakis Financial Services Inc. $46M
- Ahlbeck Financial $8.0M
See all 4 fee-only advisers in Des Plaines →
Nearby
- Mount Prospect 3 firms
- Park Ridge 2 firms
- Glenview 3 firms
- Arlington Heights 6 firms
- Rosemont 1 firm
- Northbrook 17 firms
- Rolling Meadows 2 firms
- Northfield 7 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Kenora Financial, LLC? Update this listing.