Fee-only adviser · Aurora, IL
Servant Financial, Ltd.
Servant Financial, Ltd. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with a mailing address in Aurora, Illinois (its office is a private residence, so the street address is not published). On its latest Form ADV, filed July 17, 2026, it reports $144M in regulatory assets under management, 40 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 | SEC-registered |
|---|---|
| Firm CRD number | 135183 · SEC file 801-130929 |
| Office | Aurora, IL (mailing address; office not published) |
| Phone | (630) 264-0127 |
| Website | www.servantfinancial.com |
| Regulatory assets under management | $144M ($41M discretionary) |
| Individual clients | 22 non-high-net-worth, 18 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Hourly, Fixed fee, Other |
| Services | Portfolio management, Selection of other advisers, Educational seminars |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 17, 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 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 Aurora
- River Street Advisors, LLC $539M
- Tapestryfp Not reported
See all 3 fee-only advisers in Aurora →
Nearby
- Batavia 2 firms
- Oswego 1 firm
- Geneva 6 firms
- Naperville 16 firms
- Warrenville 2 firms
- St. Charles 2 firms
- Bolingbrook 1 firm
- Wheaton 4 firms
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