Bentley Financial Group 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.

Flat or project fee

$500⁠-⁠$20,000

“As a fixed fee, typically ranging from $500 to $20,000, depending on the nature and complexity of each client’s circumstances, payable in advance or upon completion of the plan/project;”

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

How Bentley Financial Group bills

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

• “Clients will be billed quarterly in advance at the beginning of each calendar quarter based upon the value of the account on the last business day of the previous quarter.”
• “If an Asset Management agreement is terminated before the end of the billing quarter, the client is entitled to a prorated refund of any pre-paid advisory fee based on the number of days remaining in the quarter after the termination date.”
• “As a retainer fee, payable on an ongoing basis.”

How Bentley Financial Group’s fees compare

• Its flat or project fee of $500-$20,000 spans the Illinois median of $4,500. 82% of the 175 other Illinois planners that publish a flat or project fee charge less.
• None of the 3 other planners in Downers Grove that publish a flat or project fee charge less.

About Bentley Financial Group

• Firm size: 4 employees.
• Founded: 2002 (24 years).

Planning areas mentioned in the brochure

• Retirement planning
• College planning

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

2.95% a year

Clients

470

Employees

4

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$392,767,299

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

172474

Website

bentleyfinancialgroup.com (opens in new tab)

Phone

(630) 541-6363

Can advise clients in 4 states: Arizona, Colorado, Illinois, Virginia

Other planners in Downers Grove that publish fees

• Capstone Financial Advisors IncDowners Grove$150⁠-⁠$400/hr, $1,000⁠-⁠$30,000
• Clement Street Capital LLCDowners Grove$300/hr
• Highpoint Planning PartnersDowners Grove$500⁠-⁠$20,000
• JMG Financial Group LTDDowners Grove$100⁠-⁠$600/hr, $10,000⁠-⁠$50,000
• Opus Financial Solutions LLCDowners Grove$350/hr, $2,500/qtr

Compare all 10 planners in Downers Grove