Bayworth Capital fees and pricing
Financial planner in Chicago, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 18, 2026, Bayworth Capital charges a flat or project fee of $1,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$10,000
“Bayworth Capital charges a fixed fee ranging from $1,000 to $10,000 for financial planning and consulting services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bayworth Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is negotiable depending on the scope, complexity of the client’s financial circumstances, needs, and circumstances of the client, as well as the amount of time estimated to complete the requested services.”
- “Fees are payable upon completion of the contracted services.”
- “If, at the time of termination, there are any unearned, prepaid fees, you will receive a prorated refund of such fees.”
How Bayworth Capital’s fees compare
- Its flat or project fee of $1,000-$10,000 spans the Illinois median of $4,500. 60% of the 175 other Illinois planners that publish a flat or project fee charge less.
- 25 of the 41 other planners in Chicago that publish a flat or project fee charge less.
About Bayworth Capital
“We offer financial planning services regarding the management of financial resources based upon an analysis of the client’s individual needs, predefined objectives, risk tolerance, time horizon, financial horizon, financial information, liquidity needs, available resources and other various suitability factors.”
- Firm size: 4 employees.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
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% a year
- Clients
- 192
- Employees
- 4
- 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, and pension consulting
- Assets managed
- $90,617,888
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 284360
- Phone
- (312) 788-7425
Can advise clients in 4 states: California, Illinois, Indiana, Texas
Other planners in Chicago that publish fees
- Altair Advisers, LLCChicago$200-$500/hr
- Altman AdvisorsChicago$500/hr, $25,000
- Arena Private WealthChicago$250/hr
- Blute Financial CoachingChicago$75/hr
- Bold Vision FinancialChicago$385/hr, $120-$500/mo
- Bourbon Financial ManagementChicago$300-$1,000, $300/mo
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.