AP
CFP
AP
CFP

Adam Jonathan Price

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
193 advisors
Number of Clients
16,572 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$31.7B

Fee Structure

Financial Planning:Included in AUM fee
Loading...

Location

520 Lake Cook Rd, Suite 520, Deerfield, IL, 60015

Get directions

History

Regulatory History
Clean regulatory record

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
Kovitz Investment Group Partners, LLC
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Kovitz Investment Group Partners, LLC
May 2024 - December 2024 · 7 mos
Strategic Wealth Partners
September 2018 - May 2024 · 5 yrs 8 mos
Creative Planning
May 2018 - September 2018 · 4 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Adam Jonathan Price - Financial Advisor | TrueAdvisor