Chancellor Financial Services, Inc. fees and pricing
Financial planner in Orland Park, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 11, 2026, Chancellor Financial Services, Inc. charges $150 an hour and a monthly fee of $150 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Services are offered to all Clients based on an hourly fee of $150 per hour.”
- Monthly fee
- $150/mo
“Financial Coaching Services are offered at $150 per month for one (1) one (1) hour session.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Chancellor Financial Services, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on the average daily balance.”
- “The fees are charged monthly in arrears and are based on the average daily account balance.”
- “The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”
How Chancellor Financial Services, Inc.’s fees compare
- Its hourly rate of $150 is below the Illinois median of $273. 5% of the 215 other Illinois planners that publish an hourly rate charge less.
- None of the 2 other planners in Orland Park that publish an hourly rate charge less.
About Chancellor Financial Services, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2017 (9 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
- 3% a year
- Clients
- 109
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $30,878,189
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 286148
- Phone
- (708) 479-8771
Other planners in Orland Park that publish fees
- Casey Wealth Management, Inc.Orland Park$150-$300/hr
- Essential Financial StrategiesOrland Park$350/hr, $1,400
- 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
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.