Briggs Financial Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“The hourly rate for financial planning in Washington is $400.00/hour.”

Monthly fee

$250/mo

“Basic: $3,000/year ($250/month) Basic comprehensive financial planning is designed primarily for clients who are working to reduce/eliminate personal debt, develop stronger cash flow through efficient spending and saving habits, and begin accumulating wealth.”

Annual fee

$3,000/yr

From the same sentence as above.

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

How Briggs Financial Inc. bills

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

• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”
• “Financial Planning (for all clients except WA) Financial Planning consists of an ongoing fee that is paid monthly in advance.”

How Briggs Financial Inc.’s fees compare

• Its hourly rate of $400 is above the Illinois median of $273. 80% of the 215 other Illinois planners that publish an hourly rate charge less.
• Its annual fee of $3,000 is below the Illinois median of $7,500. 17% of the 77 other Illinois planners that publish an annual fee charge less.

About Briggs Financial Inc.

• Principal: Steven Briggs
• Firm size: 2 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2018 (8 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

1.5% a year

Clients

148

Employees

2

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

$52,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

291012

Website

instagram.com/briggsfinancial (opens in new tab)

Phone

(517) 242-7804

Can advise clients in 5 states: California, Illinois, Michigan, Minnesota, Washington

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

Compare all 526 planners in Illinois