Cannata & Company, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly fee is $250 per hour.”

Flat or project fee

$500⁠-⁠$10,000

“Generally, our fixed fees range from $500 to $10,000.”

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

How Cannata & Company, LLC bills

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

• “Fixed fees are negotiable and will depend on several factors including time spent with us, number of meetings, complexity of your situation, amount of research, services requested and staff resources.”
• “You may choose to pay all or some of our fee in advance, pay in installments, or wait to pay our invoice when we provide you with your financial plan.”
• “We will refund any prepaid, unearned fees to you.”

How Cannata & Company, LLC’s fees compare

• Its hourly rate of $250 is below the Illinois median of $273. 27% of the 215 other Illinois planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Illinois median of $4,500. 56% of the 175 other Illinois planners 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 Cannata & Company, LLC

• Firm size: 4 employees.
• Credentials named in the brochure: CFP®, CPA, and ChFC®.
• Founded: 2004 (22 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

4

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

171677

Website

cannataandcompany.com (opens in new tab)

Phone

(847) 318-0700

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

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