Fee-only adviser · Winnetka, IL
Kevin Hebson & Company
Kevin Hebson & Company is a fee-only investment adviser registered with the securities regulator of Illinois, with its main office in Winnetka, Illinois. On its latest Form ADV, filed January 22, 2026, it reports $22M in regulatory assets under management, 14 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 | 284899 |
| Office | 1001 Green Bay Road #229 Winnetka, IL 60093 |
| Phone | (424) 252-1226 |
| Website | Not listed |
| Regulatory assets under management | $22M |
| Individual clients | 8 non-high-net-worth, 6 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 22, 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 Winnetka
- Eastgate Capital Advisors LLC $271M
- Conifer Bay Capital LLC $89M
- Hartline Investment Corporation $935M
- Pilot Asset Management LLC $83M
- Rail-Splitter Capital Management LLC $484M
- Van Ake Capital LLC $23M
See all 8 fee-only advisers in Winnetka →
Nearby
- Northfield 7 firms
- Glencoe 1 firm
- Wilmette 2 firms
- Glenview 3 firms
- Evanston 5 firms
- Northbrook 17 firms
- Skokie 3 firms
- Highland Park 1 firm
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