Avenue 90 fees and pricing
Financial planner in Palos Park, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Avenue 90 charges $250 an hour, a flat or project fee of $1,000-$15,000, and an annual fee of $1,500-$15,000 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
- $250/hr
“Avenue 90 provides hourly consulting at a rate of $250 per hour.”
- Flat or project fee
- $1,000-$15,000
“Fees for Project-Based Financial Planning are $1,000 - $15,000.”
- Annual fee
- $1,500-$15,000/yr
“Fees for Ongoing Financial Planning are $1,500 - $15,000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Avenue 90 bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “The annual fee is paid quarterly, in arrears, and is based on the average daily balance of the Client’s account(s) during that quarter.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Avenue 90’s fees compare
- 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.
- Its flat or project fee of $1,000-$15,000 spans the Illinois median of $4,500. 77% of the 175 other Illinois planners that publish a flat or project fee charge less.
- Its annual fee of $1,500-$15,000 spans the Illinois median of $7,500. 55% of the 77 other Illinois planners that publish an annual fee charge less.
About Avenue 90
- Principal: Arun Soni
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- 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
- 0.9% a year
- Minimum
- $25,000 in assets (stated in brochure)
- Clients
- 10
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $9,522,106
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 325651
- Phone
- (708) 942-4858
Other planners in Palos Park that publish fees
- Servant's Heart Financial PlanningPalos Park$275/hr, $2,500-$5,000
- 15 Wealth Advisors LLCMundelein$250-$10,000/yr
- 1ST Advantage Financial Advisers, LLCLombard$200/hr
- Alo Financial PlanningMount Prospect$3,000
- Altair Advisers, LLCChicago$200-$500/hr
- Altman AdvisorsChicago$500/hr, $25,000
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.