Lefevre & Associates

Lefevre & Associates is a fee-only investment adviser registered with the securities regulator of Illinois, with a mailing address in Palatine, Illinois (its office is a private residence, so the street address is not published). 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	122837
Office	Palatine, IL (mailing address; office not published)
Phone	(847) 705-9067
Website	Not listed
Regulatory assets under management	Not reported
Individual clients	Fewer than 5
Financial planning clients	1-10
How it charges	Hourly
Services	Financial planning
Employees	Not reported
Disciplinary disclosures	None reported
Latest Form ADV filing	January 6, 2025

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 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 Palatine

• Detterbeck Wealth Management $279M
• Von Holt Financial Advisors, Inc. $107M
• Locke Financial Services, Inc. $55M

See all 4 fee-only advisers in Palatine →

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