Fee only financial advisors in Lake Forest, Illinois: hourly and flat fee prices

7 registered advisers based in Lake Forest offer financial planning for an hourly, fixed or subscription fee, with no commissions.

5 of the 7 fee only firms based in Lake Forest publish dollar fees. Their median hourly rate is $275. Updated October 2026.

What advisors in Lake Forest charge, from their filed brochures
FeeMedianMiddle half of firmsFirms with a published fee
Hourly rate$275/hr$258⁠-⁠$300/hr3 firms
Annual retainer$10,000/yr$7,500⁠-⁠$76,500/yr3 firms
Data as of October 2026. Each firm counts once, at the midpoint of the range it publishes. How we calculate this

Fee only advisors in Lake Forest and their published fees

5 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
Crescent Grove AdvisorsNot publishedNot published$3,000⁠-⁠$150,000/yr
Horizon Capital Management, LLCNot publishedNot published$10,000/yr
North Shore Capital Group Investment Advisors, Inc$300/hrNot publishedNot published
Obar Wealth Management LLC$275/hrNot published$7,500/yr
Wright Benefit Advisors Inc.$130⁠-⁠$385/hrNot publishedNot published
Other registered firms that don't publish dollar fees (2)

Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.

See all fee only advisors in Illinois