Athena Advisor Services, LLC fees and pricing

Financial planner in Lombard, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 27, 2026, Athena Advisor Services, LLC charges a quarterly fee of $400 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee: $400/qtr; “Ongoing financial planning services are available for $400 per quarter, paid in advance, with a commitment to four quarters (1 year) of collaboration.”

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

“Extraordinary complexity and/or extraordinary travel expenses will require us to charge additional negotiable fees.”
“The client will incur charges for bona fide advisory services rendered to the point of termination and such fees will be due and payable by the client.”
“Refunds will be given on a pro-rata basis.”

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: 2% a year
Clients: 174
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $84,128,588
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 150960
Website: athenaprivatewealth.com (opens in new tab)
Phone: (847) 299-8877

Can advise clients in 4 states: Arizona, Florida, Illinois, Wisconsin

Is something on this page wrong or out of date?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