Chestnut Beach Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$300

“The refund will be calculated on a pro rata basis based on the number of days remaining in the billing quarter relative to the total number of days in the quarter. 60-Minute “Ask Anything” Consultation CBW provides 60-minute consultation calls at a fixed fee of $300 per call.”

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

How Chestnut Beach Wealth bills

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

• “Investment management fees are billed quarterly.”
• “Fees will be prorated when an investment management relationship begins or terminates on a date other than the first day of a calendar quarter.”
• “Fees may be deducted directly from a Client’s custodial account with the Client’s written authorization or paid by invoice.”

How Chestnut Beach Wealth’s fees compare

• Its flat or project fee of $300 is below the Illinois median of $4,500. 1% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Chestnut Beach Wealth

• Principal: Rosalyn Kemp
• 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: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

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

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342548

Website

chestnutbeachwealth.com (opens in new tab)

Phone

(312) 933-0114

Other planners in Wilmette that publish fees

• Couleur InvestmentsWilmette$2,500⁠-⁠$10,000
• Kiddos CapitalWilmette$250/hr
• 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

Compare all 4 planners in Wilmette