William Blair &
47yrs
Top advisor by experience in Illinois
2yrs
Patrick Simoncic
Financial advisor at THE Mather Group
Patrick Simoncic is a fiduciary financial advisor in Chicago, Illinois, with 2 years in the industry. Patrick joined THE Mather Group in 2024, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office353 N. Clark Street Suite 2775, Chicago, IL 60654
FirmTHE Mather Group
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$2.82 million
Advisors at the firm108
States licensed ?1 state
Services through THE Mather Group
Financial planningInvestment management for individuals and small businessesChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowTHE Mather Group, LLCCurrent firm
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call THE Mather Group at 888-537-1080 and ask for Patrick Simoncic. Patrick works from the Chicago, IL office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Patrick hold?
Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
THE Mather Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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