Kollar Wealth Advisors, LLC

Overview

Kollar Wealth Advisors, LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers, and it also operates as an insurance broker. Kollar identifies itself as a capital allocator, using outside managers for certain strategies, and charges a mix of percentage-of-AUM, hourly, fixed and other fee arrangements. The adviser is state-registered in Illinois and Ohio and does not position itself as an active ESG investor.

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Investments & Alternatives

Location & Offices