Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Strategic Advisors of Illinois provides discretionary portfolio management and financial planning primarily to individual and high‑net‑worth clients, with an emphasis on pre‑ and post‑retirement planning and cash‑flow modeling. Services include ongoing asset management, tiered financial planning packages, standalone planning engagements, and informational seminars and workshops offered at no charge.
The firm constructs client portfolios using client‑specific investment policy statements and fundamental analysis, typically employing mutual funds, ETFs and institutional share classes and relying on third‑party platforms for separate account management and reporting. Accounts are managed on a discretionary basis with periodic reviews (at least semi‑annually) and client contact tied to changes in financial circumstances or planning tier selected.
Compared with many independent advisers, the firm combines several uncommon features: it operates as a wrap fee program sponsor, has an affiliation with an accounting practice, and its advisory personnel are also registered representatives of a broker‑dealer and hold insurance licenses—arrangements that can give rise to commission compensation and custodial program benefits. Those overlapping roles and revenue sources are disclosed in the brochure and distinguish the firm from most solo independent advisers.
Client services
Expertise
Occupation focus
Fee options
Financial planning packages with initial setup fees: Tier 1 - $800+, Tier 2 - $2,500+, Tier 3 - $4,500+.
Up to 1.5%, negotiable
Advisory professionals may receive commissions for sale of securities and insurance products through LPL Financial registered representative capacity.
Standalone financial planning and consulting at $249/hour.
Ongoing financial planning fees: Tier 1 - $149/month; Tier 2 - $199/month; Tier 3 - $499/month.
Fee-only: Financial planning packages: Tier 1 - $800+ initial, $149/month ongoing; Tier 2 - $2,500+ initial, $199/month ongoing; Tier 3 - $4,500+ initial, $499/month ongoing; Standalone planning at $249/hour.
Main office
5 Revere Drive, Suite 200
Northbrook IL 60062
Advisors at this office
1
Most active in
Illinois · Texas
Also doing business as
Amm Accounting Services Inc · Financial Learning Center · Strategic Advisors Of Illinois · Strategic Investment Advisors
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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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