Checkpoint Financial Planning fees and pricing

Published fees

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

Hourly rate

$375/hr

“For new Clients, Checkpoint charges: ▪ A fixed fee of $3,000 for a Financial Review (see Item 4), or ▪ An hourly fee of $375 per hour measured in 15-minute increments for a Strategic Plan (see Item 4).”

Flat or project fee

$3,000

From the same sentence as above.

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

How Checkpoint Financial Planning bills

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

• “Checkpoint may request a portion of the fee be collected in advance with the remainder due upon completion of the services.”
• “Checkpoint will not bill an amount above $500 more than 6 months or more in advance of rendering the services.”
• “Fees are paid by electronic funds transfer (EFT) or check.”

How Checkpoint Financial Planning’s fees compare

• Its hourly rate of $375 is above the Illinois median of $273. 77% of the 215 other Illinois planners that publish an hourly rate charge less.
• Its flat or project fee of $3,000 is below the Illinois median of $4,500. 33% 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 Checkpoint Financial Planning

• Principal: Brian Rhoads
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement 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

Clients

70

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328729

Website

checkpointfin.com (opens in new tab)

Phone

(847) 436-0456

Can advise clients in 3 states: California, Illinois, Louisiana

Other planners in Highland Park that publish fees

• Us Advanced Computing Infrastructure, Inc.Highland Park$250/hr, $50/mo
• 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

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