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Hally Dunn

4wealth Advisors, INC.
32 Years of Experience
Burr Ridge, IL
Sells Insurance
View SEC Summary
View SEC Summary

Hally Dunn is a registered investment advisor at 4wealth Advisors, INC., based in Burr Ridge, IL, with 32 years of industry experience. Hally operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 567 clients with $280M in assets under management.

4wealth Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
567 clients
Average Client Portfolio
$485K average
Assets Under Management
$275.3M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.80%

Maximum annual fees vary by advisor, ranging from 1.00% to 1.80%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

745 Mcclintock Drive, Suite 150, Burr Ridge, IL, 60527-6490

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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.

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Other Business ActivitiesSells Insurance

Hally is an agent at 4Wealth Insurance Group since 2003, helping clients with life, disability, and long-term care insurance. This takes nearly full-time hours, but only requires minimal time from the advisory role.

Employment History
Current Registrations
4wealth Advisors, INC.
February 2005 - Present · 21 yrs 8 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
September 2013 - December 2023 · 10 yrs 3 mos
Royal Alliance Associates, INC.
February 2005 - September 2013 · 8 yrs 7 mos
Royal Alliance Associates, INC.Broker
December 2002 - September 2013 · 10 yrs 9 mos
AXA Advisors, LLC
January 2000 - September 2002 · 2 yrs 8 mos
AXA Advisors, LLCBroker
May 1994 - September 2002 · 8 yrs 4 mos
The Equitable Life Assurance Society of the United StatesBroker
May 1994 - January 2000 · 5 yrs 8 mos
State Registrations1 state
IL
Advisor

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
No exam information available for this advisor.
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