Azalea Wealth Management LLC fees
Financial planner in Glen Ellyn, Illinois. Registered with state securities regulators.
Azalea Wealth Management LLC (Glen Ellyn, IL) listed a flat or project fee of $1,200-$3,600 for financial planning in a Form ADV Part 2A brochure dated June 30, 2022, which is more than 18 months old.
with up to 3 other firms
Published fees
Old brochure. These fees come from a brochure dated June 2022, more than 18 months before our data. The firm may charge differently now, and the fees don't count toward any median.
Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2022. Fees can change.
- Flat or project fee
- $1,200-
$3,600 “We charge a fixed fee for financial planning services, which generally ranges between $1,200 and $3,600.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
From the June 2022 brochure
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2020 (6 years)
How Azalea Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “The fee is negotiable depending upon the complexity and scope of the plan, your financial situation, and your objectives.”
- “We charge an hourly fee of $$300 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 35
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $14.8 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 14, 2025
- CRD number
- 307567 (opens in new tab)
- Phone
- (630) 664-5390
Other planners in Glen Ellyn that publish fees
- Cedar Capital, LLCGlen EllynFlat from $8,000
- Laureate Wealth Management, LLCGlen EllynAnnual $25,000-$75,000/yr
More planners in Illinois that publish fees
- Savant Wealth ManagementRockfordHourly $100-$500/hr, Flat $250-$10,000
- Engage Wealth Group, LLCNorthfieldHourly $600/hr, Flat from $6,000
- Long Planning, LLCGenevaFlat $500-$5,000, Monthly up to $2,000/mo
- Mosaic FI LLCLincolnshireHourly $400/hr, Flat from $4,200
- Briggs Financial Inc.Round Lake BeachHourly $400/hr, Monthly $250/mo
- McKenna Capital, Inc.WheatonHourly $250-$500/hr, Flat $500-$10,000
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.