15 Wealth Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 9, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$250⁠-⁠$10,000/yr

“One-time/project planning fee, up to $10,000 and this single flat fee for the preparation and delivery of a written financial plan or a defined planning deliverable, ongoing subscription planning fee -$250 to $10,000 per year for continuing financial planning services over the term of the agreement, billed monthly,…”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How 15 Wealth Advisors LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fee that applies to you, and the schedule on which it is billed, is stated in the written agreement you sign with 15 Wealth.”
• “All planning fees are negotiable, and the final fee is disclosed in the client’s written agreement before services begin.”
• “Clients may terminate a Financial Planning Agreement without penalty, and receive a full refund of 15 Wealth’s fees, within five (5) business days of signing the agreement.”

How 15 Wealth Advisors LLC’s fees compare

• Its annual fee of $250-$10,000 spans the Illinois median of $7,500. 39% of the 77 other Illinois planners that publish an annual fee charge less.

About 15 Wealth Advisors LLC

• Firm size: 15 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

687

Employees

15

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$481,483,347

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

337459

Website

15wealth.com (opens in new tab)

Phone

(847) 735-7103

Can advise clients in 16 states: Arizona, Colorado, Florida, Iowa, Illinois, Indiana, Michigan, Minnesota, Missouri, North Carolina, New York, Ohio, Tennessee, Texas, Virginia, Wisconsin

Other planners in Mundelein that publish fees

• The JM Financial Planning Group, LTD.Mundelein$200/hr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr
• Altman AdvisorsChicago$500/hr, $25,000
• Ameribanc CorporationHoffman Estates$500/hr, $250⁠-⁠$5,000

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