Bold Vision Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$385/hr

“Ongoing planning clients are entitled to a 25% discount on future comprehensive plans and may purchase additional at the prevailing “bulk” rate on our website (currently $385/hour).”

Monthly fee

$120⁠-⁠$500/mo

“Fees for this service are based on complexity and will range from $120 - $500 per month.”

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

How Bold Vision Financial bills

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

• “The fee may be negotiable in certain cases at the discretion of BVF.”
• “The fee may be negotiable in certain cases at the discretion of BVF.”
• “Hours used shall be deducted from the refund at the standard rate of $400/hour.) Fees may be negotiable at the discretion of Bold Vision Financial and will be paid by check, electronic funds transfer or debit/credit card.”

How Bold Vision Financial’s fees compare

• Its hourly rate of $385 is above the Illinois median of $273. 79% of the 215 other Illinois planners that publish an hourly rate charge less.
• 39 of the 54 other planners in Chicago that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Bold Vision Financial

• Principal: Amy Rosenow
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners
• Equity compensation
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

316268

Website

boldvisionfinancial.com (opens in new tab)

Phone

(312) 847-1223

Can advise clients in 2 states: California, Illinois

Other planners in Chicago that publish fees

• Altair Advisers, LLCChicago$200⁠-⁠$500/hr
• Altman AdvisorsChicago$500/hr, $25,000
• Arena Private WealthChicago$250/hr
• Bayworth CapitalChicago$1,000⁠-⁠$10,000
• Blute Financial CoachingChicago$75/hr
• Bourbon Financial ManagementChicago$300⁠-⁠$1,000, $300/mo

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