Fee-only adviser · Schaumburg, IL
Northwood Wealth Management, LLC
Northwood Wealth Management, LLC is a fee-only investment adviser registered with the securities regulator of Illinois, with its main office in Schaumburg, Illinois. On its latest Form ADV, filed February 18, 2026, it reports $16M in regulatory assets under management, 15 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 | 330088 |
| Office | 1005 W. Wise Road Suite 200 Schaumburg, IL 60193 |
| Phone | (630) 335-3792 |
| Website | Not listed |
| Regulatory assets under management | $16M |
| Individual clients | 5 non-high-net-worth, 10 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 18, 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 high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- 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 Schaumburg
- Insight Financial Group, Inc. $94M
- Kuhn Wealth Management Inc. $151M
- Cox Financial Group, Ltd. $69M
- Asbury Research LLC $38M
- Navarro Asset Management, LLC $95K
See all 6 fee-only advisers in Schaumburg →
Nearby
- Rolling Meadows 2 firms
- Palatine 4 firms
- Arlington Heights 6 firms
- Hoffman Estates 2 firms
- Itasca 2 firms
- Mount Prospect 3 firms
- Barrington 7 firms
- Deer Park 2 firms
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