Foresight Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$121,248,000
Clients
7
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
LowAverage account size
$17,321,143
About
Foresight Wealth Advisors is an independent, single‑advisor registered investment adviser that provides discretionary and non‑discretionary asset management and investment advice to individual clients. The firm requires a $500,000 account minimum and currently manages about $121 million for seven individual clients, indicating a focus on high‑net‑worth households rather than non‑HNW retail clients.
The firm builds managed accounts tailored to each client’s financial situation, goals, time horizon, and risk tolerance, employing asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchase strategies as appropriate. The principal conducts quarterly reviews of all accounts, typically recommends Charles Schwab as custodian, and may operate with discretionary authority while allowing clients to impose written restrictions.
Distinctive features include an unusually small client roster with high assets per client and a sole‑advisor operating model in which the principal is the sole reviewer of accounts, a structure that concentrates advisor involvement and limits internal review layers. The firm also does not aggregate client orders into block trades, does not participate in wrap fee programs, and provides financial planning as a one‑time deliverable unless additional services are contracted.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Annuities
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $15,000,000: 0.75% $15,000,001+: 0.65%
Account minimum: $500,000 Fee-only: Fixed fees for consulting services, charged in advance, amount agreed upon with client; never $500 or more prepaid six or more months in advance.
Main office location
Foresight Wealth Advisors
8401 Crawford Avenue, Suite 104
Skokie IL 60076, United States
Number of offices
1
Most active in
Foresight Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")