Chase Allen Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Fees increase with additional complexity, including the following factors: ●​ Partnered or married ●​ Student loans over $100,000 ●​ Equity compensation (RSUs, ESPP, ISO, NSO) ●​ K-1 income ●​ Rental property ●​ Self-employed / side business Hourly Planning Services Hourly Planning Services are offered at an hourly…”

Flat or project fee

$3,000⁠-⁠$7,500

“Fixed fees range between $3,000 and $7,500.”

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

How Chase Allen Wealth bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Fees are negotiable and the final agreed-upon fee will be outlined in your Advisory Contract.”
• “Upon completion of this call, prospective clients will be given a project quote depending on their situation.”

How Chase Allen Wealth’s fees compare

• Its hourly rate of $350 is above the Illinois median of $273. 68% of the 215 other Illinois planners that publish an hourly rate charge less.
• 34 of the 54 other planners in Chicago that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$7,500 spans the Illinois median of $4,500. 56% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 23 of the 41 other planners in Chicago 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 Chase Allen Wealth

• Principal: Laura Allen
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners
• 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

1

Services reported to regulators

Financial planning and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339656

Website

chaseallenwealth.com (opens in new tab)

Phone

(617) 966-8675

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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