Chicago Investment Advisory Council, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$250/hr

“We may charge you hourly fees that typically range between $150 - $250 per hour or fixed fees that typically range between $100 - $2,500 for initial consultation/portfolio review services, financial planning services, and/or educational workshops.”

Flat or project fee

$100⁠-⁠$2,500

From the same sentence as above.

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

How Chicago Investment Advisory Council, Inc. bills

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

• “These fees may also be prorated for mid-period capital inflows or outflows based on the date of deposit or withdrawal to or from your account.”
• “These fees are typically charged in arrears by delivery of a written invoice to the client, however payment in advance may be required in some cases.”

How Chicago Investment Advisory Council, Inc.’s fees compare

• Its hourly rate of $150-$250 is below the Illinois median of $273. 13% of the 215 other Illinois planners that publish an hourly rate charge less.
• None of the 2 other planners in St. Charles that publish an hourly rate charge less.
• Its flat or project fee of $100-$2,500 is below the Illinois median of $4,500. 11% of the 175 other Illinois planners that publish a flat or project fee charge less.
• None of the 2 other planners in St. Charles that publish a flat or project fee charge less.

About Chicago Investment Advisory Council, Inc.

• Firm size: 11 employees.
• Registered as an adviser: 2021 (5 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

2% a year

Clients

1,100

Employees

11

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$230,000,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

123243

Website

facebook.com/Chicago-Investment-Advisory-Council-Inc-143349222410641 (opens in new tab)

Phone

(630) 444-1410

Can advise clients in 4 states: Florida, Illinois, Michigan, Texas

Other planners in St. Charles that publish fees

• KRM Financial Planning & Wealth Management, LLCSt. Charles$250/hr, $1,500⁠-⁠$50,000
• Royal Asset ManagersSt. Charles$300/hr, $3,250
• 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 7 planners in St. Charles