Burling Wealth Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$10,000⁠-⁠$100,000

“In certain cases, the Firm provides financial planning or consulting services on a fixed‑fee basis, which generally ranges from $10,000 to $100,000, depending on the complexity of the client’s circumstances and the scope of services provided.”

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

How Burling Wealth Partners bills

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

• “Fees for Investment Management Services The Firm charges an annual investment advisory fee, payable quarterly, pursuant to the terms of a written investment advisory agreement with each client.”
• “For the initial billing period, advisory fees are generally calculated on a pro rata basis and billed in arrears, based on the value of billable assets under management Burling Wealth Partners Disclosure Brochure | 7 at the end of such initial period.”
• “Actual fees charged are clearly outlined in the financial planning agreement and clients receive invoices reflecting the amount of the fees due and payable.”

How Burling Wealth Partners’ fees compare

• Its flat or project fee of $10,000-$100,000 is above the Illinois median of $4,500. 98% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 39 of the 41 other planners in Chicago that publish a flat or project fee charge less.

About Burling Wealth Partners

• Firm size: 8 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Insurance analysis
• Cash flow and budgeting
• Charitable giving

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

Clients

250

Employees

8

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$1,004,645,681

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

332198

Website

burlingwp.com (opens in new tab)

Phone

(312) 825-0262

Can advise clients in 7 states: Arizona, California, Colorado, Florida, Illinois, Ohio, Texas

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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