Bluestem Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 16, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$5,000/yr

“The minimum base fee for Open Retainer services is $5,000, with base fees beyond the minimum being calculated as follows:”

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

How Bluestem Financial Advisors, LLC bills

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

• “Note: fees are not negotiable. 6 Financial Review Fee Services under the Financial Review Project Retainer are provided on a flat-fee basis, based on the amount of time required by the Advisor to complete the services.”
• “Work completed by non-advisory staff may be billed at a lower hourly rate.”
• “Billing Open Retainer fees are recalculated annually and billed quarterly in advance of planning work to be completed, meaning that clients are invoiced before the three-month billing period has begun.”

How Bluestem Financial Advisors, LLC’s fees compare

• Its annual fee of $5,000 is below the Illinois median of $7,500. 30% of the 77 other Illinois planners that publish an annual fee charge less.

About Bluestem Financial Advisors, LLC

• Firm size: 10 employees.
• Credentials named in the brochure: CFP®, CPA, and EA.
• Registered as an adviser: 2019 (7 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

0.8% a year

Minimum

$1,350 minimum fee (stated in brochure)

Clients

185

Employees

10

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$358,198,984

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

158418

Website

jakekuebler.com (opens in new tab)

Phone

(217) 352-0000

Can advise clients in 3 states: Arizona, Illinois, Texas

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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