{ "path": "/advisors/il/flat-fee", "url": "https://advisorcensus.com/advisors/il/flat-fee/page/8", "page_type": "state_fee", "title": "Flat-fee financial advisors in Illinois", "filters": {}, "scope_total": 590, "faq": [ { "q": "How many financial advisory firms are there in Illinois?", "a": "AdvisorCensus lists 1,370 investment advisory firms with a principal office in Illinois, from Form ADV filings as of October 2026: 690 SEC-registered, 542 state-registered, and 138 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Illinois?", "a": "432 of the 1,370 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Illinois offer financial planning?", "a": "673 of the 1,232 firms in Illinois that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Illinois fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 432 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 590 investment advisory firms with a principal office in Illinois that report fixed fees among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": null, "citation": "AdvisorCensus. Flat-fee financial advisors in Illinois: 590 firms from Form ADV filings as of October 2026.", "total_firms": 590, "page": 8, "total_pages": 12, "sort": "name", "registration_types": { "sec": 313, "state": 277, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 229 }, { "code": "percentage_of_aum", "count": 526 }, { "code": "hourly", "count": 342 }, { "code": "subscription", "count": 8 }, { "code": "fixed", "count": 590 }, { "code": "commissions", "count": 33 }, { "code": "performance_based", "count": 63 }, { "code": "other", "count": 69 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 189 }, { "code": "5_to_9", "count": 129 }, { "code": "10_to_19", "count": 154 }, { "code": "20_plus", "count": 118 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 137 }, { "code": "25m_100m", "count": 92 }, { "code": "100m_500m", "count": 154 }, { "code": "500m_1b", "count": 47 }, { "code": "1b_5b", "count": 50 }, { "code": "over_5b", "count": 52 }, { "code": "not_reported", "count": 58 } ], "firms": [ { "crd_number": 155614, "name": "Mindful Money Financial Counsel, LLC", "name_as_filed": "MINDFUL MONEY FINANCIAL COUNSEL, LLC", "url": "https://advisorcensus.com/firm/mindful-money-financial-counsel-llc-chicago-il-155614", "city": "Chicago", "state": "IL", "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297493, "name": "Mindful Wealth LLC", "name_as_filed": "MINDFUL WEALTH LLC", "url": "https://advisorcensus.com/firm/mindful-wealth-llc-glencoe-il-297493", "city": "Glencoe", "state": "IL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 319408, "name": "Mirretti Perryman Wealth Strategies, LLC", "name_as_filed": "MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/mirretti-perryman-wealth-strategies-llc-skokie-il-319408", "city": "Skokie", "state": "IL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306875, "name": "MJC Financial Fitness LLC", "name_as_filed": "MJC FINANCIAL FITNESS LLC", "url": "https://advisorcensus.com/firm/mjc-financial-fitness-llc-306875", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309679, "name": "MOA Advisory & Financial Services Co", "name_as_filed": "MOA ADVISORY & FINANCIAL SERVICES CO", "url": "https://advisorcensus.com/firm/moa-advisory-and-financial-services-co-309679", "city": null, "state": null, "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 299798, "name": "Model Wealth", "name_as_filed": "MODEL WEALTH", "url": "https://advisorcensus.com/firm/model-wealth-wheaton-il-299798", "city": "Wheaton", "state": "IL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170396, "name": "Modern Capital Concepts", "name_as_filed": "MODERN CAPITAL CONCEPTS", "url": "https://advisorcensus.com/firm/modern-capital-concepts-170396", "city": null, "state": null, "years_registered": 12, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110493, "name": "Moller Wealth Partners", "name_as_filed": "MOLLER WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/moller-wealth-partners-northfield-il-110493", "city": "Northfield", "state": "IL", "years_registered": 34, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 292276, "name": "Momentum Fintech LLC", "name_as_filed": "MOMENTUM FINTECH LLC", "url": "https://advisorcensus.com/firm/momentum-fintech-llc-lisle-il-292276", "city": "Lisle", "state": "IL", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333902, "name": "Momentum Wealth Management", "name_as_filed": "MOMENTUM WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/momentum-wealth-management-northfield-il-333902", "city": "Northfield", "state": "IL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 173076, "name": "Monere Wealth Management, Inc.", "name_as_filed": "MONERE WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/monere-wealth-management-inc-schaumburg-il-173076", "city": "Schaumburg", "state": "IL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 287495, "name": "Monotelo Wealth Partners", "name_as_filed": "MONOTELO WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/monotelo-wealth-partners-elgin-il-287495", "city": "Elgin", "state": "IL", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321894, "name": "Monte Capital Group LLC", "name_as_filed": "MONTE CAPITAL GROUP LLC", "url": "https://advisorcensus.com/firm/monte-capital-group-llc-downers-grove-il-321894", "city": "Downers Grove", "state": "IL", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 108031, "name": "Morningstar Investment Management LLC", "name_as_filed": "MORNINGSTAR INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/morningstar-investment-management-llc-chicago-il-108031", "city": "Chicago", "state": "IL", "years_registered": 26, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 169670, "name": "Mosaic FI LLC", "name_as_filed": "MOSAIC FI LLC", "url": "https://advisorcensus.com/firm/mosaic-fi-llc-lincolnshire-il-169670", "city": "Lincolnshire", "state": "IL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307686, "name": "MT Financial Planning", "name_as_filed": "MT FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/mt-financial-planning-lake-barrington-il-307686", "city": "Lake Barrington", "state": "IL", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343287, "name": "Museum Park Capital", "name_as_filed": "MUSEUM PARK CAPITAL", "url": "https://advisorcensus.com/firm/museum-park-capital-343287", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 112630, "name": "MWA Financial Services, Inc.", "name_as_filed": "MWA FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/mwa-financial-services-inc-rock-island-il-112630", "city": "Rock Island", "state": "IL", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333546, "name": "Mygen Planning", "name_as_filed": "MYGEN PLANNING", "url": "https://advisorcensus.com/firm/mygen-planning-333546", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 318323, "name": "Navarro Asset Management, LLC", "name_as_filed": "NAVARRO ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/navarro-asset-management-llc-schaumburg-il-318323", "city": "Schaumburg", "state": "IL", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110739, "name": "New England Research & Management, Inc.", "name_as_filed": "NEW ENGLAND RESEARCH & MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/new-england-research-and-management-inc-chicago-il-110739", "city": "Chicago", "state": "IL", "years_registered": 47, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 160247, "name": "New Vernon Investment Management LLC", "name_as_filed": "NEW VERNON INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/new-vernon-investment-management-llc-highland-park-il-160247", "city": "Highland Park", "state": "IL", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 123948, "name": "Newport Investment Advisors, Inc.", "name_as_filed": "NEWPORT INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/newport-investment-advisors-inc-sycamore-il-123948", "city": "Sycamore", "state": "IL", "years_registered": 29, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 305454, "name": "Nexjenn Financial Services", "name_as_filed": "NEXJENN FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/nexjenn-financial-services-305454", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 285024, "name": "Nextgen Growth Partners, LLC", "name_as_filed": "NEXTGEN GROWTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/nextgen-growth-partners-llc-chicago-il-285024", "city": "Chicago", "state": "IL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 310417, "name": "NFO Financial Advisory LLC", "name_as_filed": "NFO FINANCIAL ADVISORY LLC", "url": "https://advisorcensus.com/firm/nfo-financial-advisory-llc-310417", "city": null, "state": null, "years_registered": 6, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 130132, "name": "North Shore Private Asset Management, LLC", "name_as_filed": "NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/north-shore-private-asset-management-llc-lake-forest-il-130132", "city": "Lake Forest", "state": "IL", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148158, "name": "North South Capital, LLC", "name_as_filed": "NORTH SOUTH CAPITAL, LLC", "url": "https://advisorcensus.com/firm/north-south-capital-llc-new-lenox-il-148158", "city": "New Lenox", "state": "IL", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 117681, "name": "North Star Investment Management Corporation", "name_as_filed": "NORTH STAR INVESTMENT MANAGEMENT CORPORATION", "url": "https://advisorcensus.com/firm/north-star-investment-management-corporation-chicago-il-117681", "city": "Chicago", "state": "IL", "years_registered": 23, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105780, "name": "Northern Trust Investments, Incorporated", "name_as_filed": "NORTHERN TRUST INVESTMENTS, INCORPORATED", "url": "https://advisorcensus.com/firm/northern-trust-investments-incorporated-chicago-il-105780", "city": "Chicago", "state": "IL", "years_registered": 37, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 7927, "name": "Northern Trust Securities, Inc", "name_as_filed": "NORTHERN TRUST SECURITIES, INC", "url": "https://advisorcensus.com/firm/northern-trust-securities-inc-chicago-il-7927", "city": "Chicago", "state": "IL", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 147362, "name": "Northpoint Advisory LLC", "name_as_filed": "NORTHPOINT ADVISORY LLC", "url": "https://advisorcensus.com/firm/northpoint-advisory-llc-147362", "city": null, "state": null, "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 330088, "name": "Northwood Wealth Management, LLC", "name_as_filed": "NORTHWOOD WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/northwood-wealth-management-llc-schaumburg-il-330088", "city": "Schaumburg", "state": "IL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155584, "name": "Nuveen Asset Management, LLC", "name_as_filed": "NUVEEN ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/nuveen-asset-management-llc-chicago-il-155584", "city": "Chicago", "state": "IL", "years_registered": 15, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 168636, "name": "O'Connor Financial Group LLC", "name_as_filed": "O'CONNOR FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/o-connor-financial-group-llc-quincy-il-168636", "city": "Quincy", "state": "IL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 141332, "name": "Oak Family Advisors, LLC", "name_as_filed": "OAK FAMILY ADVISORS, LLC", "url": "https://advisorcensus.com/firm/oak-family-advisors-llc-chicago-il-141332", "city": "Chicago", "state": "IL", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 168087, "name": "Oak Mountain Advisors", "name_as_filed": "OAK MOUNTAIN ADVISORS", "url": "https://advisorcensus.com/firm/oak-mountain-advisors-chicago-il-168087", "city": "Chicago", "state": "IL", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 148832, "name": "Oak Wealth Advisors LLC", "name_as_filed": "OAK WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/oak-wealth-advisors-llc-northbrook-il-148832", "city": "Northbrook", "state": "IL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 164656, "name": "Oakwood Wealth Advisors Ltd.", "name_as_filed": "OAKWOOD WEALTH ADVISORS LTD.", "url": "https://advisorcensus.com/firm/oakwood-wealth-advisors-ltd-naperville-il-164656", "city": "Naperville", "state": "IL", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 152957, "name": "Oasis Investment Strategies LLC", "name_as_filed": "OASIS INVESTMENT STRATEGIES LLC", "url": "https://advisorcensus.com/firm/oasis-investment-strategies-llc-chicago-il-152957", "city": "Chicago", "state": "IL", "years_registered": 16, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 332815, "name": "Obar Wealth Management LLC", "name_as_filed": "OBAR WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/obar-wealth-management-llc-lake-forest-il-332815", "city": "Lake Forest", "state": "IL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172108, "name": "Omnidivitia Wealth Management, Inc.", "name_as_filed": "OMNIDIVITIA WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/omnidivitia-wealth-management-inc-flossmoor-il-172108", "city": "Flossmoor", "state": "IL", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333774, "name": "One Wild Life Advisors LLC", "name_as_filed": "ONE WILD LIFE ADVISORS LLC", "url": "https://advisorcensus.com/firm/one-wild-life-advisors-llc-chicago-il-333774", "city": "Chicago", "state": "IL", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133244, "name": "Onyx Investments, Inc.", "name_as_filed": "ONYX INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/onyx-investments-inc-chicago-il-133244", "city": "Chicago", "state": "IL", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 312732, "name": "Optimum Retirement Planning LLC", "name_as_filed": "OPTIMUM RETIREMENT PLANNING LLC", "url": "https://advisorcensus.com/firm/optimum-retirement-planning-llc-libertyville-il-312732", "city": "Libertyville", "state": "IL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 282311, "name": "Opus Financial Solutions LLC", "name_as_filed": "OPUS FINANCIAL SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/opus-financial-solutions-llc-downers-grove-il-282311", "city": "Downers Grove", "state": "IL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 269957, "name": "Orchard Capital Management, LLC", "name_as_filed": "ORCHARD CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/orchard-capital-management-llc-chicago-il-269957", "city": "Chicago", "state": "IL", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 290255, "name": "Outside the BOX Financial Planning, LLC", "name_as_filed": "OUTSIDE THE BOX FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/outside-the-box-financial-planning-llc-290255", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 140317, "name": "P.A. Berg Retirement Solutions", "name_as_filed": "P.A. 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