Bobb Financial Incorporated fees and pricing
Financial planner in Chatham, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Bobb Financial Incorporated charges $200 an hour, a monthly fee of $200, and a quarterly fee of $600 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Fee (a la carte) Financial Planning fee is an hourly rate of $200 per hour.”
- Monthly fee
- $200/mo
“Our minimum fee is $2,400 8 ($200 per month or $600 per quarter) and is based on client complexity.”
- Quarterly fee
- $600/qtr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bobb Financial Incorporated bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “In some situations, the advisory fee may be negotiable.”
How Bobb Financial Incorporated’s fees compare
- Its hourly rate of $200 is below the Illinois median of $273. 13% of the 215 other Illinois planners that publish an hourly rate charge less.
About Bobb Financial Incorporated
- Principal: Bradley Bobb
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2017 (9 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
- 1.25% a year
- Minimum
- $2,400 minimum fee (stated in brochure)
- Clients
- 105
- Employees
- 1
- 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
- $86,100,889
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 287849
- Phone
- (217) 416-3341
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
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.