MC Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MC Wealth Advisors provides investment management and financial planning to individuals, high net worth individuals, families, and businesses. The firm reports total regulatory assets under management of approximately $2.19 million, of which roughly $82,298 are managed on a discretionary basis and $2,111,551 on a non‑discretionary basis, and it charges percentage‑of‑AUM advisory fees as well as fees for planning engagements.
The firm’s investment approach emphasizes long‑term, diversified asset allocation across equities, fixed income, mutual funds, and ETFs, with portfolios tailored to each client’s goals, time horizon, tax sensitivity, and risk tolerance. MC Wealth Advisors may recommend or allocate portions of client portfolios to unaffiliated External Managers, conducts due diligence on those managers, and typically monitors performance while not supervising their day‑to‑day operations.
Noteworthy distinctions include an affiliation with a separate law and tax practice under common control, where the firm’s principal is a licensed attorney who provides legal and tax services through that separate entity and may refer clients between the two businesses; clients are not required to engage both but should be aware of the potential for overlapping services and differing standards of care. The firm also features an uncommon client and fee profile for its category: a large majority of reported AUM is managed non‑discretionarily, it acts in a selection/monitoring role for other advisers, and it offers planning on an hourly basis rather than solely on an asset‑based model.
Client services
Expertise
Fee options
Fixed fee for financial planning and consulting services; 50% due upon engagement and remainder due upon completion for one-time projects; ongoing planning charged as recurring annual flat fee billed monthly in arrears
$0 - $250,000: 1.5% $250,001 - $500,000: 1.35% $500,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.1% Over $1,000,000+: 1%
$400 per hour
Recurring annual flat fee for ongoing financial planning and consulting services, charged monthly in arrears
Fee-only: Fee-only basis; no commissions
Main office
Chicago IL
Advisors at this office
1
Most active in
Illinois
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:
Lawyer
They provide legal services, typically billed separately.
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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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.
Forms ADV
Advisors at this firm
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