Benjamin Hockema is a CFP-designated registered investment advisor at Illuminate Wealth Management, based in Barrington, IL, with 13 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 8 more. Their firm serves 62 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fee Estimator
Contact
Benjamin Hockema
Location
777 N. Lake Zurich Road, Suite 125C, Barrington, IL, 60010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Illuminate Wealth Management
Previous Registrations
Deerfield Financial Advisors, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
You've made sacrifices to get where you are. You worked hard in school and put in the time early in your career. Not every decision has been perfect, but you thought that once you had a well-paying job, your finances would get easier, not more complicated. Add in all the things on your ever-growing to-do-list, and it can feel daunting. How are you supposed to know how to navigate through all the complexities of making the right financial decisions?