Obar Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Obar Wealth Management is a fee-only, independent registered investment adviser that provides investment management, financial planning (both ongoing and project-based), and tax preparation services to individuals, high-net-worth clients, and corporations or other businesses. The firm states it offers business planning, employee benefits optimization, estate planning, retirement planning, and cash flow analysis as part of its planning services.
The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, with portfolios constructed using mutual funds, ETFs, individual securities, and the occasional use of third‑party Outside Managers on a discretionary basis. Clients can request investment restrictions or socially responsible/ESG overlays, and the firm monitors holdings and uses custodial platforms (including Schwab, Fidelity, and Altruist) to execute and custody client accounts.
Noteworthy for an independent adviser, the firm discloses that it provides portfolio management to corporations and other institutional-type clients in addition to individuals—an offering that is uncommon among peers. The brochure also shows a small client roster and modest assets under management (about $2.28 million across the firm) and discloses that the principal maintains an outside fintech consulting business; prospective clients should consider these operational details when evaluating the firm’s capacity and service model.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed tax preparation fee of $250 plus hourly fees; tax preparation fees range from $250 to $5,000 depending on complexity
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.55%
$275 per hour for project-based financial planning and tax preparation
Minimum fee: $7,500 annual fee for clients with less than $750,000 in managed assets Fee-only: Fee-only firm; only compensation from clients for services
Main office
276 E Deerpath Rd, #556
Lake Forest IL 60045
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 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.
Forms ADV
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