Fee-only adviser · Hinsdale, IL
Performance Wealth
Performance Wealth is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Hinsdale, Illinois. On its latest Form ADV, filed June 26, 2026, it reports $4.1B in regulatory assets under management, 925 individual clients and 11 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 | 311735 · SEC file 801-120074 |
| Office | 36 E. Hinsdale Ave Hinsdale, IL 60521 |
| Phone | (630) 686-5715 |
| Website | www.performancewealthpartners.com |
| Regulatory assets under management | $4.1B ($4.1B discretionary) |
| Individual clients | 440 non-high-net-worth, 485 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 15 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 26, 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 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 sponsors or manages a wrap fee program; ask what the bundled fee covers.
- 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 Hinsdale
- Goodwin Asset Management Inc. $23M
- Daybreak Wealth, LLC $54M
- Missio Investment Management LLC $24M
- RPC Private Wealth, LLC $286M
- Vistamark Investments $456M
- Adamec Financial Group, Inc. $29M
See all 7 fee-only advisers in Hinsdale →
Nearby
- Western Springs 2 firms
- Oak Brook 8 firms
- La Grange 2 firms
- Burr Ridge 1 firm
- Downers Grove 10 firms
- Oakbrook Terrace 4 firms
- Riverside 1 firm
- Elmhurst 2 firms
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