BWM LLC fees and pricing

Financial planner in Chicago, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 11, 2026, BWM LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “BWM offers financial planning services at an hourly rate of $200 per hour.”

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

“Fees for Advisory Services Investment Management Services Investment management fees are paid monthly, in arrears of each month, pursuant to the terms of the investment management agreement.”
“Fees may be negotiable at the sole discretion of the Advisor.”
“Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

Its hourly rate of $200 is below the Illinois median of $273. 13% of the 215 other Illinois planners that publish an hourly rate charge less.
7 of the 54 other planners in Chicago that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2021 (5 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 18
Employees: 1
Works with: High net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $19,603,682
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 315056
Phone: (847) 828-6389

Is something on this page wrong or out of date?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.