PlannerFees

Bcu Wealth Advisors, LLC fees and pricing

Financial planner in Vernon Hills, Illinois. Registered with the SEC.

According to its Form ADV Part 2A brochure dated September 2, 2026, Bcu Wealth Advisors, LLC 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 September 2, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$1,000⁠-⁠$10,000
“We provide our financial planning and investment consultation services on a fixed-fee basis, with fees typically ranging from $1,000 to $10,000 per project.”

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

How Bcu Wealth Advisors, LLC bills

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

  • “Fees are generally due upon your receipt of our invoice.”
  • “Account fees generally are payable quarterly in advance as agreed to between the client and us.”
  • “Fees are paid quarterly, in advance; generally, within 15 days of each billing cycle.”

How Bcu Wealth Advisors, LLC’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.

About Bcu Wealth Advisors, LLC

“We also offer a wrap fee investment program to eligible clients who prefer incorporating financial planning and investment management into a wrapped (bundled) asset-based fee.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 17 employees.
  • Credentials named in the brochure: CFP®.
  • Founded: 2012 (14 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Equity compensation
  • 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
1.5% a year
Clients
870
Employees
17
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
Assets managed
$653,584,277
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
164173
Website
targetcu.org/wa (opens in new tab)
Phone
(847) 932-8007

Can advise clients in 22 states: Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Louisiana, Massachusetts, Michigan, Minnesota, Mississippi, North Carolina, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Wisconsin

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