Fee-only adviser · Glenview, IL
Merino Wealth Management
Merino Wealth Management is a fee-only investment adviser registered with the securities regulators of Arizona, California, Illinois, with its main office in Glenview, Illinois. On its latest Form ADV, filed October 2, 2026, it reports $47M in regulatory assets under management, 83 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 | State-registered: Arizona, California, Illinois |
|---|---|
| Firm CRD number | 317535 |
| Office | 2700 Patriot Boulevard Suite 250 Glenview, IL 60026 |
| Phone | (312) 809-1109 |
| Website | www.merinowealth.com |
| Regulatory assets under management | $47M |
| Individual clients | 72 non-high-net-worth, 11 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 2, 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 Glenview
- Breakout Private Wealth LLC $12M
- 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
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