Barrett Wealth Connection LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $300.”

Monthly fee

$300/mo

“For continuing financial planning services, we charge a maximum monthly fee of $300.”

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

How Barrett Wealth Connection LLC bills

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

• “These fees are negotiable depending upon the needs of the client and complexity of the situation, and the final fee schedule is attached as Exhibit A of the Wealth Advisory Agreement.”
• “Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
• “Advisory fees may also be invoiced and billed directly to the client, which is due upon the client's receipt of the invoice.”

How Barrett Wealth Connection LLC’s fees compare

• Its hourly rate of $300 is above the Illinois median of $273. 52% of the 215 other Illinois planners that publish an hourly rate charge less.

About Barrett Wealth Connection LLC

• Firm size: 2 employees.
• Registered as an adviser: 2024 (2 years).

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

1% a year

Minimum

$625 minimum fee (stated in brochure)

Clients

163

Employees

2

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$147,971,168

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

161020

Website

bwconnect.co (opens in new tab)

Phone

(815) 529-7527

Can advise clients in 5 states: California, Colorado, Illinois, Texas, Wisconsin

Other planners in Illinois that publish fees

• 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
• Ameribanc CorporationHoffman Estates$500/hr, $250⁠-⁠$5,000

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