Fee-only adviser · Barrington, IL
Retirement Matters, Inc.
Retirement Matters, Inc. is a fee-only investment adviser registered with the securities regulator of Illinois, with its main office in Barrington, Illinois. On its latest Form ADV, filed January 8, 2026, it reports $25M in regulatory assets under management, 21 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 | 167152 |
| Office | 777 N. Lake Zurich RD Suite 125D Barrington, IL 60010 |
| Phone | (847) 558-6991 |
| Website | www.retirementmattersillinois.com |
| Regulatory assets under management | $25M |
| Individual clients | 8 non-high-net-worth, 13 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 8, 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 Barrington
- Trader Wealth Management, LLC $93M
- Virtue Asset Management LLC $211M
- ZHP Capital LLC $37M
- Illuminate Wealth Management $168M
- Barzideh & Nadeau Wealth Management LLC $60M
- Clearview Wealth Solutions, LLC $42M
See all 7 fee-only advisers in Barrington →
Nearby
- Deer Park 2 firms
- Lake Barrington 2 firms
- Palatine 4 firms
- Hoffman Estates 2 firms
- Cary 1 firm
- Lake Zurich 1 firm
- Schaumburg 6 firms
- Rolling Meadows 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Retirement Matters, Inc.? Update this listing.