Fee-only adviser · Palatine, IL
Von Holt Financial Advisors, Inc.
Von Holt Financial Advisors, Inc. is a fee-only investment adviser registered with the securities regulator of Illinois, with its main office in Palatine, Illinois. On its latest Form ADV, filed February 10, 2026, it reports $107M in regulatory assets under management, 64 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: Illinois |
|---|---|
| Firm CRD number | 115050 · SEC file 801-60925 |
| Office | 50 N. Brockway Street Suite 4-5 Palatine, IL 60067 |
| Phone | (847) 991-6050 |
| Website | www.vonholt-fa.com |
| Regulatory assets under management | $107M |
| Individual clients | 10 non-high-net-worth, 54 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 10, 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 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 Palatine
- Detterbeck Wealth Management $279M
- Lefevre & Associates Not reported
- Locke Financial Services, Inc. $55M
See all 4 fee-only advisers in Palatine →
Nearby
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- Schaumburg 6 firms
- Arlington Heights 6 firms
- Barrington 7 firms
- Deer Park 2 firms
- Lake Barrington 2 firms
- Hoffman Estates 2 firms
- Lake Zurich 1 firm
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