Adam
Price
Strategic Wealth Partners
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About this Advisor
Adam Price is a certified financial planner based out of Deerfield, Illinois with 5 years of relevant experience. Price is an employee of Strategic Wealth Partners. Price has gained experience at Creative Planning, Grant Thornton Llp, Capx Partners, Strategic Wealth Partners and University Of Illinois. Price is registered to work in Illinois. Strategic Wealth Partners is a registered investment firm based out of Deerfield, IL. The company has a total of 40 people on staff. It manages $3 billion in assets among its 4,459 accounts, making it one of the biggest firms in the country by assets under management. The firm serves six charities and foundations. Of its 4,459 accounts, 54% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advisory services usually vary depending on the type of services. However, fees billed by Strategic Wealth Partners most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategic Wealth Partners Brokerage Details
$3,036,174,056
40
4,459
$680,909
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Adam Price Work History
Adam has been registered as a financial advisor for 5 years.*
Strategic Wealth Partners
Creative Planning
Grant Thornton Llp
Capx Partners
Strategic Wealth Partners
University Of Illinois
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Price to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Wealth Partners
Deerfield, IL
Deerfield, IL
Deerfield, IL
Deerfield, IL
Deerfield, IL
Deerfield, IL
Deerfield, IL
Deerfield, IL
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
