IL · Midlothian

Fiduciary advisors in Midlothian, IL

1 advisor with offices in Midlothian. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Midlothian

Eileen Carrero Financial Services

Midlothian, Illinois

Eileen Carrero Financial Services provides financial planning, investment management, and tax planning services to women in transition, including single women, business owners, divorcees, and widows in the Midlothian, Illinois area. The firm charges a fixed fee of $1,500 for comprehensive financial plans and manages assets at 1% AUM, with a $250,000 investment minimum. Led by a CPA and Investment Advisor, the practice integrates tax planning with portfolio management and draws on over three decades of tax and accounting experience combined with nearly two decades of financial planning.

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Financial advisors in Midlothian, Illinois

Advisors serving Midlothian specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Illinois's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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