Sands Wealth Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sands Wealth Strategies, LLC serves individual and high-net-worth clients as well as pension and profit‑sharing plans and corporate entities, offering wealth management, retirement plan management, and comprehensive financial planning. The firm operates on a fee‑only, percentage‑of‑assets model for investment management and retirement services.
The firm’s investment approach blends fundamental company analysis with Modern Portfolio Theory, using a mix of passive and active vehicles and, when appropriate, third‑party outside managers to implement client strategies. Accounts are typically managed on a discretionary basis with ongoing monitoring and periodic reviews, and clients may impose reasonable written restrictions on investments.
What differentiates the firm from many peers is its provision of retirement‑plan consulting and its role as an ERISA 3(38) investment manager for plan sponsors—services that are less commonly offered by independent firms of this size. The firm also operates as a small multi‑person practice rather than a solo practitioner, requires clients to establish accounts with specified custodians, and does not impose a minimum account size.
Client services
Expertise
Fee options
$0 - $499,999: 1.25% $500,000+: 1.00%
Fee-only: Fee-only firm; no commissions or sales-related compensation received.
Main office
Western Springs 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 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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