Ark Advisors LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated January 25, 2026, Ark Advisors LLC charges a flat or project fee of $500⁠-⁠$20,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$500⁠-⁠$20,000
“Financial planning services are offered on a fixed-fee basis, with fees ranging from $500 to $20,000.”

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

How Ark Advisors LLC bills

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

  • “Because fees are charged in arrears, no refund policy is necessary.”
  • “Fees are paid in advance, but never more than six months in advance.”
  • “Fees that are charged in advance will be refunded based on the prorated amount of work completed at the point of termination.”

How Ark Advisors LLC’s fees compare

  • Its flat or project fee of $500-$20,000 spans the Illinois median of $4,500. 82% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Ark Advisors LLC

  • Firm size: 2 employees.
  • Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.5% a year
Clients
325
Employees
2
Works with
Individuals, high net worth individuals, pension and profit sharing plans, and charities
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$195,639,810
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
167456
Website
arkadvisorsllc.com (opens in new tab)
Phone
(309) 661-2000

Can advise clients in 2 states: Illinois, Texas

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