April Asset Management LLC fees
Financial planner in Naperville, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 11, 2026, April Asset Management LLC (Naperville, IL) charges up to $300 an hour and a flat or project fee of up to $5,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 11, 2026. Fees can change.
- Hourly rate
- Up to $300/hr
Can go up to $300; the Illinois median is $275.
“The hourly fee is up to $300 per hour for an initial plan or any update to an already existing plan.”
- Flat or project fee
- Up to $5,000
Can go up to $5,000; the Illinois median is $4,975.
“For flat fee arrangements, fees range up to $5,000 per engagement.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 2 employees
- Registered since
- 2026
How April Asset Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The initial quarterly fee will begin accruing at the time assets are allocated to the client’s account and will be prorated (based on that allocation date, the Firm’s advisory fee, and amount of such assets) for any partial billing periods.”
- “Please see Section C of Item 5 below for full refund policy.”
- “In the limited event that AAM bills the client directly, payment in full is expected upon receiving the invoice.”
About April Asset Management LLC
Planning areas mentioned in the brochure
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 26, 2026
- CRD number
- 342362 (opens in new tab)
- Phone
- (312) 952-1788
Other planners in Naperville that publish fees
- Stone Island Financial PlanningNapervilleHourly $300-$500/hr
- Ocean Ivy CapitalNapervilleHourly $255/hr, Flat $2,500-$5,000
- Lantz Financial LLCNapervilleAnnual from $1,000/yr
- Lotic Financial Planning LLCNapervilleHourly $200/hr
- NexJenn Financial ServicesNapervilleFlat $5,500-$10,000, Monthly $450-$835/mo
- DHJJ Financial AdvisorsNapervilleHourly $150-$495/hr
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.