Engage Wealth Group, LLC
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About
Engage Wealth Group provides investment advisory and wealth management services to individuals (including high-net-worth clients), employer-sponsored retirement plans, foundations, charitable organizations, trusts, and estates. The firm offers discretionary portfolio management, financial planning, retirement-plan consulting, and limited-scope consulting engagements.
The firm develops individualized investment plans using a combination of fundamental and technical analysis and typically allocates client assets among individual equities, ETFs, mutual funds, and fixed income, with the option to engage third‑party money managers for portions of client portfolios. Ongoing oversight includes periodic rebalancing, held‑away account aggregation and management, and the use of options-based strategies (for hedging or income) where appropriate.
Compared with many peers, Engage Wealth Group discloses use of borrowing in separately managed accounts (securities‑backed lines of credit) and implementation of derivatives in SMAs—practices that are relatively uncommon in this advisor segment. The firm also couples ERISA 3(21) retirement-plan consulting and selective third‑party manager relationships with technology platforms for reporting and account aggregation (including Orion and an account-aggregation service) and uses AI-assisted meeting tools (with an opt‑out), which may stand out for a small, fee-only advisory firm.
Client services
Expertise
Fee options
Fixed fees for financial planning start at $6,000; flat quarterly fees for ongoing financial planning and advisory services range from $1,500 to $50,000
$0 - $400,000: Higher percentage than 1.50% AUM fee due to minimum fee $400,000+: Up to 1.50% annually, negotiable, based on account size and complexity
$600 per hour for consulting, analysis, and financial planning services
Flat quarterly fee ranging from $1,500 to $50,000 for ongoing financial planning and advisory services
Minimum fee: $6,000 minimum annual fee ($1,500 quarterly or $500 monthly), may be waived at firm's discretion Fee-only: Yes, firm is fee-only, receives no commissions or trails from insurance or other products
Main office
211 Waukegan Road, Suite 300
Norhtfield IL 60093
Advisors at this office
2
Most active in
Illinois · New Hampshire · North Carolina
Also doing business as
Engage Wealth Group LLC · Engage Wealth Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Andrew G
Series 65
Northfield, IL
Engage Wealth Group, LLC
Andrew Gjertsen is a financial advisor at Engage Wealth Group, LLC with two years of industry experience. He holds a Series 65 designation and has previous work experience at Medline Industries, LP, H.E. Williams, Inc., Platformatics Inc., and Indiana University. Engage Wealth Group provides investment advisory and wealth management services to individuals, employer-sponsored retirement plans, foundations, and trusts. The firm combines fundamental and technical analysis to develop individualized investment plans and employs strategies including discretionary portfolio management, options-based strategies, and the use of third-party money managers.
Edward G
CFP®, Series 63
Norhtfield, IL
Engage Wealth Group, LLC
Edward Gjertsen II is a CFP®-certified financial advisor with 33 years of industry experience. He has worked at Engage Wealth Group, LLC since 2020 and previously spent 21 years at Mack Investment Securities. Outside of financial advising, he owns and operates GJERTSEN IMAGES, a photography business that sells prints of sports and wildlife subjects online. Engage Wealth Group provides investment advisory and wealth management services to individuals, retirement plans, foundations, and trusts. The firm develops individualized investment plans using fundamental and technical analysis and employs a range of strategies including the use of borrowing and derivatives in separately managed accounts.
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