Bourbon Financial Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$300⁠-⁠$1,000

“Monthly financial planning / investment advisory fees range from $300 to $1,000 and start one month after the initial payment.”

Monthly fee

$300/mo

“Bourbon Financial Management, LLC gives advice to clients on a non-discretionary basis for a fixed monthly fee based on the client assets with a minimum fee of $300 per month.”

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

How Bourbon Financial Management bills

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

• “Upon termination of any account, any prepaid, unearned fees will be promptly refunded, with the refund calculations based on pro rata to the date of termination.”
• “Termination of an agreement will not affect a client’s obligation to pay advisor fees (prorated through the date of termination).”

How Bourbon Financial Management’s fees compare

• Its flat or project fee of $300-$1,000 is below the Illinois median of $4,500. 5% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 3 of the 41 other planners in Chicago that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Bourbon Financial Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CFA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2009 (17 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Insurance analysis

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Minimum

$300 minimum fee (stated in brochure)

Clients

77

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

152178

Website

twitter.com/pbourbon (opens in new tab)

Phone

(312) 909-6539

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
• Bold Vision FinancialChicago$385/hr, $120⁠-⁠$500/mo

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