Moller Wealth Partners
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About
Moller Wealth Partners provides personal financial planning and investment management to individuals, families, and trusts, addressing areas such as tax and estate planning, charitable giving, education funding, retirement planning, insurance risk review, and special needs planning. The firm operates as a fee-only registered investment adviser and begins relationships with a personalized financial plan that identifies objectives and recommended strategies.
The firm generally implements advice through strategic asset allocation using low-cost mutual funds and ETFs, with regular rebalancing and a focus on diversification; it manages the large majority of client assets on a discretionary basis. Clients receive written quarterly reports and, for strategic allocation portfolios, the firm monitors accounts approximately every two weeks and conducts periodic portfolio reviews.
Noteworthy features include a relatively high level of discretionary assets (about $755 million) spread across a modest client base, and an explicit policy to treat cash as part of assets under management for fee calculation. The firm also discloses the use of client testimonials in its advertising and maintains in-house credentialed planners and documented compliance practices such as trade reviews and proxy-vote recordkeeping.
Client services
Expertise
Fee options
Financial plan: $2,000 flat fee
$0 - $1,000,000: 1.00% per annum $1,000,000 - $5,000,000: 0.50% per annum $5,000,000+: 0.35% per annum
Account minimum: No minimum dollar value of assets or other conditions for opening or maintaining an account, but there is a minimum quarterly fee Minimum fee: Comprehensive Wealth Management: $2,000 per quarter; Asset Management: $750 per quarter Fee-only: Fee-only advisory firm; does not accept commissions or third-party compensation
Main office
One Northfield Plaza, Suite 200
Northfield IL 60093-1211
Advisors at this office
2
Most active in
Florida · Illinois · Indiana · Louisiana · Texas · Washington · Wisconsin
Also doing business as
Dba, Moller Financial Services · Jack Moller & Associates, Inc. · Moller Financial Services · Moller Wealth Partners · Moller Wealth Partners, Inc.
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
Nathan E
CFP®, Series 66
Northfield, IL
Moller Wealth Partners
Nathan Eads is a CFP® and holds a Series 66 license, with 20 years of experience in the financial services industry. He has been with Moller Financial Services since 2007 and is currently part of the team at Moller Wealth Partners in Northfield, IL. Moller Wealth Partners provides personal financial planning and investment management to individuals, families, and trusts, focusing on areas such as tax and estate planning, charitable giving, education funding, retirement planning, insurance risk review, and special needs planning. The firm operates as a fee-only registered investment adviser, using strategic asset allocation with low-cost mutual funds and ETFs, and manages most client assets on a discretionary basis.
Brian F
CFP®, CFA®
Northfield, IL
Moller Wealth Partners
Brian Fritzsche is a CFP® and CFA® with seven years of industry experience. He has been with Moller Financial Services since 2018 and previously worked at DRW Trading for nine years. Moller Wealth Partners provides personal financial planning and investment management to individuals, families, and trusts, focusing on areas such as tax and estate planning, charitable giving, education funding, and special needs planning. The firm uses a fee-only model with strategic asset allocation primarily through low-cost mutual funds and ETFs, managing most client assets on a discretionary basis.
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