Cedar Capital, LLC fees and pricing
Financial planner in Glen Ellyn, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 20, 2026, Cedar Capital, LLC charges a flat or project fee of $8,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $8,000
“The annual fee for comprehensive financial planning and ongoing advisory services typically begins at $8,000 and may be higher depending on the client’s specific needs, level of complexity, and overall financial situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cedar Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees are negotiable, agreed upon in advance, and documented in a written agreement between Cedar Capital and the client.”
- “In the event the advisory agreement is terminated prior to the end of the service period, any unearned portion of the fee will be refunded to the client on a pro-rata basis.”
How Cedar Capital, LLC’s fees compare
- Its flat or project fee of $8,000 is above the Illinois median of $4,500. 77% of the 175 other Illinois planners that publish a flat or project fee charge less.
About Cedar Capital, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
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
- 1% a year
- Clients
- 105
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $93,297,745
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 174020
- Phone
- (312) 285-5737
Other planners in Glen Ellyn that publish fees
- Laureate Wealth Management, LLCGlen Ellyn$25,000-$75,000/yr
- 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
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.