Moller Wealth Partners provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Moller Wealth Partners reports 296 clients. They include 159 individual clients and 137 high-net-worth individuals. Of its assets, 99.8% ($755M across 1,352 accounts) are managed with discretion; $1.15M across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 54% | 11% |
| High-net-worth individuals | 46% | 89% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 159 | $84.7M | 11.2% | $533K |
| High-net-worth individuals | 137 | $671M | 88.8% | $4.9M |
| Total | 296 | $756M | 100% | $2.55M |
- Clients
- 159
- Regulatory AUM
- $84.7M
- AUM share
- 11.2%
- Avg. per client
- $533K
- Clients
- 137
- Regulatory AUM
- $671M
- AUM share
- 88.8%
- Avg. per client
- $4.9M
Total
- Clients
- 296
- Regulatory AUM
- $756M
- AUM share
- 100%
- Avg. per client
- $2.55M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Moller Wealth Partners charges 0.35%–1.00% a year for its Investment Management. Each asset band is charged at its own rate. The fee is billed in arrears. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$5M | 0.50% |
| $5M and above | 0.35% |
Fee details and sources
Other fees
- Financial plan
- A financial plan is billed at a flat $2,000.
Faith Charles owns 25% to 50% of Moller Wealth Partners. The leadership team of Moller Wealth Partners includes President Nathan Eads and Chief Compliance Officer Faith Charles. It has 7 employees, 4 of them in advisory roles.
Leadership
- Nathan EadsPresident/CEO
- Faith CharlesChief Compliance Officer
- Brian FritzscheSR. Financial Planner
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Nathan Lawrence Eads
- Brian Joseph Fritzsche
Staff
- 7 employees
- 4 in advisory functions
- 2 state-registered reps
- Owns 25% to 50% of Moller Wealth Partners, Inc.
Faith Charles
Control person · since December 2015
- Owns 25% to 50% of Moller Wealth Partners, Inc.
Nathan Eads
Control person · since May 2018
- Owns 25% to 50% of Moller Wealth Partners, Inc.
Brian Fritzsche
Control person · since January 2021
Moller Wealth Partners’ regulatory assets grew 1.6× from $463M (February 2021) to $756M (February 2026); clients rose from 212 to 296 and employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $756M | 296 | 7 | 2 |
| March 2025 | $650M | 293 | 7 | 2 |
| February 2024 | $565M | 263 | 7 | 2 |
| January 2023 | $502M | 245 | 7 | 2 |
| February 2022 | $546M | 226 | 7 | 2 |
| February 2021 | $463M | 212 | 7 | 2 |
Besides its headquarters, Moller Wealth Partners has 1 office, with 2 listed addresses in Illinois.
Illinois · 2 listed addresses
- One Northfield Plaza, Suite 200, NorthfieldHQ
- 20 N Clark St, Chicago
Contact and registration details
- Legal name
- Moller Wealth Partners, Inc.
- Headquarters
- One Northfield Plaza, Suite 200, Northfield, IL 60093-1211
- Website
- mollerwealthpartners.com
- Phone
- 847-441-7575
- @moller-wealth-partners
- SEC file
- 801-40822
- Founded
- 1991
- Structure
- Illinois corporation
- Fiscal year end
- December
Moller Wealth Partners uses Charles Schwab ($674M) as custodian for its separately managed accounts. Moller Wealth Partners has custody of $24.3M in client assets for 45 clients.
- Charles SchwabCharles Schwab · San Francisco, CA · $674M100%
At year end, Moller Wealth Partners’ separately managed accounts were mostly in funds (81%). Its reported 13F holdings for the quarter ended 30 June 2026 total $553M across 75 positions; the largest are Flexshares TR (9.3%), Schwab Strategic TR (8.5%) and Vanguard Malvern Fds (7.3%).
What the accounts hold
- Stocks5%
- Funds81%
- Bonds7%
- Cash7%
Reported 13F holdings
- $553M
- Reported 13F value
- 75
- Positions
- 60.0%
- In the 10 largest
- +9.1%
- Value vs. prior quarter
- Flexshares TR · Mornstar Upstr9.3%
- Schwab Strategic TR · Fundamental US S8.5%
- Vanguard Malvern Fds · Strm Infproidx7.3%
- Vanguard Index Fds · Small CP ETF7.2%
- iShares TR · Core S&P500 ETF5.5%
- Schwab Strategic TR · Fundamental US L5.4%
- Vanguard Index Fds · Large Cap ETF4.9%
- Vanguard Intl Equity Index F · Glb EX US ETF4.1%
- Vanguard Mun BD Fds · Tax Exempt BD3.9%
- Dimensional ETF Trust · Core Fixe IN ETF3.8%
Together, the ten largest are 60.0% of reported value.
How many clients does Moller Wealth Partners have?
Moller Wealth Partners has 296 clients and manages $756 million for them, as of February 2026. They include 159 individual clients and 137 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 February 2026
What services does Moller Wealth Partners offer?
Moller Wealth Partners provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Moller Wealth Partners charge?
Moller Wealth Partners charges 0.35%–1.00% a year for its Investment Management. Each asset band is charged at its own rate. The fee is billed in arrears.
Which custodians does Moller Wealth Partners use?
Moller Wealth Partners’ separately managed account assets are held at Charles Schwab (San Francisco, CA), with $674M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 February 2026
How many financial advisors does Moller Wealth Partners have?
Moller Wealth Partners has 2 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Moller Wealth Partners invest in?
At the end of its last fiscal year, Moller Wealth Partners’ separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 7% state and local bonds, 7% cash and equivalents and 5% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Moller Wealth Partners?
Moller Wealth Partners’ direct owners are Faith Charles, Nathan Eads and Brian Fritzsche, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 13 February 2026
How does Moller Wealth Partners get paid?
Moller Wealth Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Moller Wealth Partners?
Moller Wealth Partners’ main office is at One Northfield Plaza, Suite 200, Northfield, IL 60093-1211. Its phone number is 847-441-7575. Its website is mollerwealthpartners.com.