Brian Thompson Financial fees and pricing
Financial planner in Chicago, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Brian Thompson Financial charges an annual fee of $8,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $8,000/yr
“$8,000 annually for Sole Proprietors”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Brian Thompson Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Operational and project-based services, including payroll support, restructuring work, and advanced financial modeling, are not included unless specifically stated in the advisory agreement and may be scoped and billed separately.”
- “Any refund of prepaid but unearned fees will be made on a prorated basis in accordance with the advisory agreement and applicable regulations.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
How Brian Thompson Financial’s fees compare
- Its annual fee of $8,000 is above the Illinois median of $7,500. 53% of the 77 other Illinois planners that publish an annual fee charge less.
- 14 of the 25 other planners in Chicago that publish an annual fee charge less.
About Brian Thompson Financial
- Principal: Brian Thompson
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2016 (10 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.4% a year
- Clients
- 18
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $19,065,695
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282379
- Phone
- (312) 624-8320
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
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.