Matthew Hoenes
Matthew Hoenes is a CFP-designated registered investment advisor at K&h Wealth Partners, based in Northbrook, IL, with 17 years of industry experience. Matthew 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
Matthew is a financial advisor at Karchmar Insurance and Legacy Planning, Inc. doing business as Karchmar Group, providing financial planning, investment management, and insurance sales, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
K&h Wealth Partners
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
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.