Kollar Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kollar Wealth Advisors, LLC provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. The firm manages roughly $12.4 million across about 40 client relationships and also offers management of variable annuity and variable life products.
The firm’s investment process is goal- and risk-based, using fundamental, technical and cyclical analysis to construct portfolios, document objectives in investment policy statements or risk tolerance forms, and perform periodic reviews; it accepts discretionary trading authority for managed accounts. Kollar Wealth may engage sub‑advisors and refer clients to third‑party money managers, acting as a liaison and reviewing custodial statements while retaining responsibility for the client relationship.
Distinctive features noted in the brochure include an affiliated insurance agency operated by the firm’s principal, and the disclosure that the principal may receive customary commissions for insurance sales, which the firm identifies as a potential conflict of interest. The firm also discloses a past client dispute and arbitration related to an insurance transaction that was settled—an event the brochure frames as a material disclosure and one that is relatively uncommon among similar independent, solo-practitioner advisory firms.
Client services
Expertise
Fee options
Fixed fee of $500 for Basic Financial Planning Services
$0 - $1,000,000: 1.85% $1,000,000.01 - $5,000,000: 1.15% $0 - $1,000,000: 1.35% $5,000,000.01 - $15,000,000: 0.55% $15,000,000.01 - $25,000,000: 0.40% $25,000,000.01 - $35,000,000: 0.35% $35,000,000.01 - $45,000,000: 0.27% Over $5,000,000+: 1.00% $5,000,000 - $10,000,000: 0.80% $0 - $5,000,000: 0.80% $10,000,000.01 - $15,000,000: 0.45% $15,000,000.01 - $25,000,000: 0.40% $25,000,000.01 - $35,000,000: 0.35% $35,000,000.01 - $45,000,000: 0.27%
$200 per hour for financial planning and retirement planning services
Fee-only: Basic Financial Planning Services: $500 fixed fee; Financial Planning hourly fee: $200/hour
Main office
One Northbrook Place, 5 Revere Drive, Suite 200
Northbrook IL 60062
Advisors at this office
1
Most active in
Illinois · Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
Forms ADV
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”)