Andrew Hooley
Andrew Hooley is a CFA, CFP-designated registered investment advisor at Mowery & Schoenfeld Wealth Management, LLC, based in Lake Forest, IL, with 11 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 180 clients with $520M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees are negotiable based on the types of investments in your portfolio. Clients onboarded prior to December 20, 2025 will be grandfathered under their then-existing fee schedules.
Fee Estimator
Location
550 Oakwood Ave., Lake Forest, IL, 60045
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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 →Employment History
Current Registrations
Mowery & Schoenfeld Wealth Management, LLC
Previous Registrations
Badgley Phelps Wealth Managers
Apella Capital
Vestory, LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations1 state
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