Choreo, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$600/hr

“Wealth Management Consulting Services fees may be calculated and charged on a fixed fee basis, subject to the specific arrangement reached with the client, or on an hourly basis, ranging from $100 to $600 per hour.”

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

How Choreo, LLC bills

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

• “The fee for the quarter in which the account has been initially funded is prorated based on an average daily balance and charged in arrears.”
• “Thereafter, fees are generally payable in advance in quarterly installments during the first month of each calendar quarter and are computed based on the value of the assets under management on the last day of the calendar quarter.”

How Choreo, LLC’s fees compare

• Its hourly rate of $100-$600 spans the Illinois median of $273. 68% of the 215 other Illinois planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Rockford that publish an hourly rate charge less.

About Choreo, LLC

• Firm size: 232 employees.
• Registered as an adviser: 2011 (15 years).

Planning areas mentioned in the brochure

• College planning
• Federal employees
• Equity compensation

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

Minimum

$8,000 minimum fee (stated in brochure)

Clients

6,794

Employees

232

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services

Assets managed

$19,138,746,524

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

111221

Website

facebook.com/choreoadvisors (opens in new tab)

Phone

(888) 312-2467

Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

Other planners in Rockford that publish fees

• Pathfinder Advisory, Inc.Rockford$300/hr, $10,000
• Savant Wealth ManagementRockford$100⁠-⁠$500/hr, $250⁠-⁠$10,000
• 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 3 planners in Rockford