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Woodfield Planning Corporation (Rolling Meadows)


Woodfield Planning Corporation is a large advisory firm based in Rolling Meadows. It manages $27 million of regulatory assets for 209 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Illinois.

Woodfield Planning Corporation provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Woodfield Planning Corporation: assets under management

The assets under management (AUM) of Woodfield Planning Corporation is $27 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $129.19 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Woodfield Planning Corporation for their services and products based on a percentage of assets under management, hourly charges, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Rolling Meadows

The principal office where Woodfield Planning Corporation performs its advisory services is located at 3701 Algonquin, Suite 720, Rolling Meadows, IL 60008, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 847-590-8300 or by fax 847-590-8380. The normal business hours are 8:30-5:00 on Monday - Friday.


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