Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
41 years
Location
Barrington, IL 60010
Clearview Wealth Solutions, LLC
Supported
Total advisors
2Clients per advisor
15 Very LowAvg AUM per client
$1,391,108 HighHNW client ratio
47% HighGery Sadzewicz is a financial advisor with Clearview Wealth Solutions, LLC, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. His career includes tenures at Ernst & Young Investment Advisers LLP and numerous other firms. He is also the sole owner of Gery Sadzewicz Consulting LLC, which provides outsourced compliance and financial operations consulting services for investment advisers and broker-dealers. Clearview Wealth Solutions offers discretionary investment management and financial services to individuals, trusts, corporations, and partnerships. The firm manages approximately $41.7 million in assets using a combination of top-down economic analysis and bottom-up security selection, tailoring portfolios to client objectives with a focus on tax efficiency and fixed-income strategies.
Based on Clearview Wealth Solutions, LLC
Based on Clearview Wealth Solutions, LLC
$0 - $3,000,000: 1.00% annually (equities) $3,000,001 - $6,000,000: 0.75% annually (equities) $6,000,001 - $9,000,000: 0.50% annually (equities) $9,000,001+: 0.40% annually (equities) $0 - $3,000,000: 0.50% annually (bonds) $3,000,001 - $6,000,000: 0.40% annually (bonds) $6,000,001+: 0.25% annually (bonds)
Minimum fee: $3,000 minimum annual fee for equity portfolios, $2,500 minimum annual fee for bond portfolios Fee-only: Fee based on tiered asset percentages with minimum fees; no commissions.
Barrington, IL
2 Ascot Lane
Barrington IL 60010
Advisors at this office
2
California · Illinois · Virginia
41 years of industry experience
Copper Beech Capital LLC
2026 - Present • 1 year
Tucson, AZ
Lemley, Yarling & Co.
2026 - Present • 1 year
Tucson, AZ
Capella Securities Llc
2025 - Present • 1 year
Tucson, AZ
Titleist Capital, LLC
2024 - Present • 2 years
San Antonio, TX
Halo Investment Services, LLC
2023 - Present • 3 years
Tucson, AZ
Titleist Wealth Management, LLC
2023 - Present • 3 years
Plainfield, IL
Democracy Investment Management, LLC
2023 - Present • 3 years
Plainfield, IL
Kurv Investment Management, LLC
2022 - Present • 4 years
Plainfield, IL
Sherman Porfolios
2022 - Present • 4 years
Plainfield, IL
Deer Isle Capital
2022 - Present • 4 years
Miami, FL
Typhon Capital Management LLC
2021 - 2024 • 3 years
Plainfield, IL
RPR Financial
2021 - 2025 • 4 years
Plainfield, IL
Dominion Wealth Management, LLC
2021 - Present • 5 years
Plainfield, IL
Landaas & Company
2021 - Present • 5 years
Milwaukee, WI
Lucy Wealth Management
2021 - 2022 • 1 year
Plainfield, IL
Rebellion Capital Advisors
2021 - 2025 • 4 years
Plainfield, IL
BRG Capital Advisors
2020 - 2021 • 1 year
Nashville, TN
Focused Alpha, LLC
2020 - Present • 6 years
Plainfield, IL
PAX Financial Group
2020 - Present • 6 years
Plainfield, IL
Left Brain Investment Research
2019 - Present • 7 years
Plainfield, IL
Donnelly Penman & Partners
2019 - Present • 7 years
Grosse Pointe, MI
MPI Wealth Management
2019 - Present • 7 years
Plainfield, IL
Intelligent Wealth Solutions
2019 - Present • 7 years
Plainfield, IL
Griffin Asset Management, LLC
2019 - Present • 7 years
Plainfield, IL
Carter Financial Group, Inc.
2019 - 2020 • 1 year
Plaifield, IL
Virtus Real Estate, LLC
2018 - Present • 8 years
Plainfield, IL
The Legacy Financial Group
2018 - Present • 8 years
Plainfield, IL
Isthmus Partners, LLC
2018 - Present • 8 years
Plainfield, IL
Najarian Family Office
2018 - Present • 8 years
Chicago, IL
RIA, LLC
2018 - 2018 • 1 year
Plainfield, IL
Flint Wealth Management, LLC
2018 - 2019 • 1 year
Plainfield, IL
Profit Investments
2018 - Present • 8 years
Plainfield, IL
IHT Wealth Management
2018 - 2022 • 4 years
Plainfield, IL
Forum Private Client Group
2017 - Present • 9 years
Plainfield, IL
Southern Wealth Securities
2017 - Present • 9 years
San Antonio, TX
Drury Wealth Management, LLC
2017 - 2018 • 1 year
Plainfield, IL
Veracity Wealth Management LLC
2017 - 2018 • 1 year
Plainfield, IL
JYH, LLC
2017 - 2019 • 2 years
Plainfield, IL
Stellam Advisors LLC
2017 - 2017 • 1 year
Stamford, CT
Broadwater Advisors, LLC
2017 - 2018 • 1 year
Plainfield, IL
Emberhouse, LLC
2016 - 2017 • 1 year
Plainfield, IL
stonebridge wealth management llc
2016 - 2018 • 2 years
Oak Brook, IL
Stevard LLC
2016 - 2023 • 7 years
Chicago, IL
Virtue Asset Management LLC
2016 - 2023 • 7 years
Barrington, IL
Ocean Park Securities, LLC
2016 - 2018 • 2 years
Los Angeles, CA
Ballast Equity Management, LLC
2016 - 2016 • 1 year
Plainfield, IL
Financial Solutions
2016 - Present • 10 years
Plainfield, IL
Halo Securities, LLC
2016 - 2025 • 9 years
Joliet, IL
Bower Hill Capital Management LLC
2016 - 2018 • 2 years
Presto, PA
SWS Partners, LLC
2015 - 2016 • 1 year
Columbus, OH
Orchard Capital Management, LLC
2015 - 2024 • 9 years
Chicago, IL
Pactolus Securities, LLC
2015 - Present • 11 years
McLean, VA
IASG Alternatives, LLC
2015 - 2022 • 7 years
Chicago, IL
Lloyd Park
2014 - Present • 12 years
Plainfield, IL
Fairhaven Wealth Management
2014 - Present • 12 years
Plainfield, IL
Laureate Wealth Management, LLC
2014 - Present • 12 years
Plainfield, IL
83rd Street Wealth Management, LLC
2014 - Present • 12 years
Plainfield, IL
Clearview Wealth Solutions, LLC
2014 - Present • 12 years
Plainfield, IL
KerberRose Wealth Management
2014 - Present • 12 years
Plainfield, IL
Fort Dearborn Capital Advisors, LLC
2014 - 2017 • 3 years
Chicago, IL
Isthmus Partners
2014 - Present • 12 years
Plainfield, IL
Leftbrain Wealth Management, LLC
2014 - Present • 12 years
Plainfield, IL
Acorn Wealth Advisors, LLC
2014 - 2024 • 10 years
Plainfield, IL
Midwest Professional Planners
2014 - Present • 12 years
Plainfield, IL
Pinkerton Retirement Specialist
2014 - Present • 12 years
Plainfield, IL
Recon Capital Partners
2013 - 2018 • 5 years
Stamford, CT
Abridge Partners
2013 - Present • 13 years
Plainfield, IL
AEG Capital, LLC
2013 - Present • 13 years
Plainfield, IL
Vital Wealth Management, LLC
2013 - 2024 • 11 years
Rosemont, IL
Truro Asset Management, Llc
2013 - 2018 • 5 years
Braintree, MA
US Financial Advisors, LLC
2013 - 2018 • 5 years
Braintree, MA
Sentinus LLC
2012 - Present • 14 years
Plainfield, IL
Tetley Investments Llc
2012 - 2024 • 12 years
Chicago, IL
Bridgeport Portfolio Inc
2012 - 2021 • 9 years
Chicago, IL
Premise Capital, LLC
2012 - 2023 • 11 years
Naperville, IL
Waterloo Capital
2012 - Present • 14 years
Plainfield, IL
Centerpoint Wealth Management
2011 - 2024 • 13 years
Zionsville, IN
Poehling Capital Management, Inc.
2011 - 2023 • 12 years
Madison, WI
Clear Perspective Advisors, Llc
2011 - 2016 • 5 years
Plainfield, IL
Cornerstone Select Advisors, LLC
2011 - Present • 15 years
St. Louis, MO
CLA Financial Advisors
2011 - 2017 • 6 years
Plainfield, IL
Pactolus Private Wealth Management LLC
2011 - Present • 15 years
Plainfield, IL
Avocet Capital Management, LLC
2011 - 2024 • 13 years
Chicago, IL
Fusion Capital, LLC
2010 - 2024 • 14 years
Plainfield, IL
LFS Wealth Advisors
2010 - 2023 • 13 years
Plainfield, IL
Harbor Wealth Management
2010 - 2024 • 14 years
Plainfiled, IL
Providence Wealth Advisors, LLC
2010 - 2020 • 10 years
Plainfield, IL
Providence Wealth Advisors, LLC
2010 - 2020 • 10 years
South Holland, IL
Southern Wealth Management, LLP
2010 - 2023 • 13 years
Dallas, TX
Chou America Management
2009 - 2016 • 7 years
Toronto
Cornerstone Financial Planning, Inc.
2009 - 2023 • 14 years
Appleton, WI
DLS Capital
2009 - 2018 • 9 years
Bannockburn, IL
Gery Sadzewicz Consulting LLC
2009 - Present • 17 years
Plainfield, IL
Interocean Wealth Management LLC
2006 - 2009 • 3 years
Chicago, IL
Eadvisor, Inc.
2002 - 2003 • 1 year
Chicago, IL
Ernst & Young Investment Advisers Llp
1998 - 2003 • 5 years
Chicago, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®
Barrington, IL
Illuminate Wealth Management
As a CFP® professional and founder of Illuminate Wealth Management, I work with business owners, executives, and professionals who are navigating complex financial decisions. My goal is to help you understand your options, avoid costly mistakes, and create a strategy that supports the life you're working so hard to build. Over the years, I've developed a particular passion for helping clients make smart decisions around equity compensation. Whether you're dealing with RSUs, ISOs, stock options, ESPPs, or a major liquidity event, I help clients think through the tax implications, manage concentration risk, and create a plan that connects today's decisions with their long-term goals. I also work closely with business owners who are balancing the demands of running a company while trying to make thoughtful decisions about growing and protecting their personal wealth. When your business, taxes, retirement goals, investments, and family finances are all connected, financial planning becomes about much more than investments alone. While equity compensation and business planning are often what bring people to me, my role is much larger than solving a single financial challenge. I help clients think through retirement, taxes, investments, cash flow, and long-term wealth planning so they can make decisions with confidence and stay focused on what matters most. My approach is simple: bring clarity to complexity and help people make confident financial decisions. I believe good planning should help you spend less time worrying about money and more time focusing on what matters most to you.
Verified by Warmer
Series 65
Algonquin, IL
Hendricks Wealth and Estate Management
James Madl is a financial advisor at Hendricks Wealth and Estate Management with a Series 65 designation and four years of industry experience. Hendricks Wealth and Estate Management advises individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a range of analytical approaches and integrates financial planning with tax, insurance, and corporate-structure considerations, providing coordinated legal, tax, and insurance services through affiliated professionals.
Verified by Warmer
Series 63, Series 66, Series 7, CFP®, CLU®, RICP®
Schaumburg, IL
Eagle Strategies (NY Life)
Tom Sunny is a financial advisor with Eagle Strategies (NY Life) based in Schaumburg, IL, holding Series 63 and Series 66 credentials and nine years of industry experience. He operates Sunny Financial Strategies, LLC, offering New York Life products and brokering non-registered insurance products. He serves as a board member and marketing director for the Illinois chapter of the National Association of Insurance and Financial Advisors (NAIFA). Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.
CFA®
Barrington, IL
Maple Street Capital Advisors, LLC
David Meehan is a CFA® charterholder with seven years of industry experience. He has been the sole advisor at Maple Street Capital Advisors, LLC since 2018 and previously worked as a self-employed investor for three years. Maple Street Capital Advisors provides investment management and financial planning services to individuals and families, including high-net-worth clients. The firm employs a fundamental, long-term investment approach focused on diversified, low-cost core equity and fixed-income funds, complemented by selected individual equities, with an emphasis on asset allocation, rebalancing, and strategic cash management including a near-constant allocation to gold via ETFs.
Series 65
Schaumburg, IL
Navarro Asset Management, LLC
Edgardo Navarro is a financial advisor at Navarro Asset Management, LLC with three years of industry experience. He holds a Series 65 designation and has been managing investments at Navarro Asset Management since 2022. Navarro is also the Managing Director of Kocoon Investments, LLC, a family investment entity he has been involved with since 2014. Navarro Asset Management serves individuals, including high net worth clients, as well as trusts and estates, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs a diversified investment approach using mutual funds, ETFs, equities, bonds, options strategies, and private funds, and incorporates fundamental, technical, and charting analysis methods.
Series 65
Elk Grove Village, IL
MOA Advisory & Financial Services Co
Michael Akinosho is the principal advisor at MOA Advisory & Financial Services Co. He holds a Series 65 designation and has five years of industry experience. Prior to his current role, he held positions at Engooden Health Inc. and Global View Capital Management, Ltd. In addition to his advisory work, he serves as Manager of Technical Accounting for the American Medical Association, overseeing financial reporting and budgeting for over 240 physicians and medical students. MOA Advisory & Financial Services Co is a state-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, families, trusts, estates, pension and profit-sharing plans, pooled investment vehicles, and small businesses. The firm integrates a long-term core asset-allocation approach with technically based, rule-driven strategies, and maintains an in-house tax and accounting practice offering tax preparation and planning services alongside its advisory work.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)