Roger Hoenes is a CFP, ChFC-designated registered investment advisor at K&h Wealth Partners, based in Northbrook, IL, with 22 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 77 clients with $67M 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 $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.20% |
A flat fee of 1.30% will apply to households with less than $250,000 in assets under our management with an annual minimum household fee of $500. Fees are negotiable.
Fee Estimator
Location
666 Dundee Road, Suite 1901, Northbrook, IL, 60062
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Roger is the president and manager of Rams Holding LLC and Marsh Holding LLC, both established in 2003, involving rental properties and agriculture. He also serves as president and insurance agent for Roger Hoenes & Associates, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
K&h Wealth Partners
Previous Registrations
Pro-Vi$ion Advisor Group, LLC
Eagle Point Asset Management, INC.
Thrivent Investment Management INC.
State Registrations3 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.