1ST Advantage Financial Advisers, LLC fees and pricing
Financial planner in Lombard, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated November 18, 2014, 1ST Advantage Financial Advisers, LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed November 18, 2014. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“For such services, 1st Advantage Financial Advisers, LLC will charge an hourly rate of $200 per hour and such rate is subject to negotiation. 1st Advantage Financial Advisers, LLC does not have a minimum net worth or minimum portfolio size requirement for its clients.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How 1ST Advantage Financial Advisers, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”
How 1ST Advantage Financial Advisers, LLC’s fees compare
- Its hourly rate of $200 is below the Illinois median of $273. 13% of the 215 other Illinois planners that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About 1ST Advantage Financial Advisers, LLC
- Firm size: 3 employees.
- Registered as an adviser: 2007 (19 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Employees
- 3
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 142089
- Phone
- (630) 376-2100
Other planners in Lombard that publish fees
- Athena Advisor Services, LLCLombard$400/qtr
- SRJ Financial Consulting LLCLombard$200/hr, $50,000
- 15 Wealth Advisors LLCMundelein$250-$10,000/yr
- Alo Financial PlanningMount Prospect$3,000
- Altair Advisers, LLCChicago$200-$500/hr
- Altman AdvisorsChicago$500/hr, $25,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.