Altair Advisers, LLC fees and pricing
Financial planner in Chicago, Illinois. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Altair Advisers, LLC charges $200-$500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$500/hr
“At times, fees are charged based on hourly rates, which vary from $200 to $500 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Altair Advisers, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If there is a fee for this phase it is generally billed as a one-time project fee.”
- “Fees for the second phase of services, including implementation and ongoing portfolio review, are generally calculated based on a percentage of client assets under advisement and are payable quarterly in advance.”
- “Other financial planning-related projects are billed in a manner agreed upon by Altair and the client.”
How Altair Advisers, LLC’s fees compare
- Its hourly rate of $200-$500 spans the Illinois median of $273. 68% of the 215 other Illinois planners that publish an hourly rate charge less.
- 34 of the 54 other planners in Chicago that publish an hourly rate charge less.
About Altair Advisers, LLC
“Altair provides objective, discretionary and non-discretionary investment advisory and financial planning services for wealthy individuals, families and foundations.”
- Firm size: 75 employees.
- Credentials named in the brochure: CFP®, CPA, ChFC®, and CFA.
- Registered as an adviser: 2002 (24 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
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
- 0.8% a year
- Minimum
- $50,000 minimum fee (stated in brochure)
- Clients
- 895
- Employees
- 75
- Works with
- Individuals, high net worth individuals, investment companies, pooled investment vehicles, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for investment companies, portfolio management for pooled investment vehicles, pension consulting, selecting other advisers, and newsletters and publications
- Assets managed
- $9,759,855,198
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 120642
- Phone
- (312) 429-3000
Can advise clients in 12 states: Arizona, California, Florida, Georgia, Illinois, Indiana, Louisiana, Michigan, New Hampshire, New York, Texas, Wisconsin
Other planners in Chicago that publish fees
- Altman AdvisorsChicago$500/hr, $25,000
- Arena Private WealthChicago$250/hr
- Bayworth CapitalChicago$1,000-$10,000
- Blute Financial CoachingChicago$75/hr
- Bold Vision FinancialChicago$385/hr, $120-$500/mo
- Bourbon Financial ManagementChicago$300-$1,000, $300/mo
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.