Hero Investment Planners LLC

HERO Investment Planners, LLC is a financial advisor firm established in 2021, based in West Dundee, Illinois. The firm specializes in providing a wide array of investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit sharing plans, and various types of businesses. As a fiduciary, the firm is committed to acting in the best interest of its clients. HERO offers services such as Comprehensive Portfolio Management, Financial Planning & Consulting, Use of Independent Managers, and Retirement Plan Consulting. For Comprehensive Portfolio Management, clients can expect asset management, financial planning, and consulting services with fees not exceeding 2.00% annually. Financial Planning & Consulting services are charged on an hourly or flat fee basis, with maximum hourly fees not exceeding $495 and flat fees not exceeding $20,000. The firm does not participate in performance-based fees or manage proprietary investment funds. Clients have the option to grant investment discretion to the firm, allowing them to execute securities transactions on their behalf. The firm does not accept proxy authority to vote client securities. HERO Investment Planners, LLC does not have any disciplinary events, and its representatives are licensed insurance agents and attorneys. The firm has established a relationship with Charles Schwab & Co., Inc. for custodial services, and clients receive account statements directly from the custodian. The firm has safeguards in place for third-party money movement and does not maintain physical custody of client assets. Clients have the option to grant investment discretion to the firm, allowing them to execute securities transactions on their behalf. The firm does not accept proxy authority to vote client securities.