Arena Private Wealth fees and pricing

Financial planner in Chicago, Illinois. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 30, 2026, Arena Private Wealth charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “The fees for this service are $250 per hour and is payable in arrears and are negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”

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

“The agreed-upon fee is typically payable one-half in advance, and the balance upon completion of the plan.”
“In the event of termination prior to the completion of the plan, partial refunds will be prorated based on the value of the amount of work already performed on the plan.”
“Fees are due upon completion of services rendered.”

Its hourly rate of $250 is below the Illinois median of $273. 27% of the 215 other Illinois planners that publish an hourly rate charge less.
17 of the 54 other planners in Chicago that publish an hourly rate charge less.

“Finally, where ARENA provides only limited financial planning, ARENA will work with the client to prepare an appropriate summary of”

From the firm's description of its advisory business in its Form ADV brochure.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 223
Employees: 8
Works with: Individuals, high net worth individuals, pooled investment vehicles, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selecting other advisers
Assets managed: $404,708,163
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 332302
Website: linkedin.com/company/arena-pw (opens in new tab)
Phone: (312) 798-9045

Is something on this page wrong or out of date?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.