Clancy Capital Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The Limited Scope financial planning services described above can be provided for a negotiated hourly fee of $300.”

Flat or project fee

$800⁠-⁠$10,000

“Limited Scope financial planning services are provided for a negotiated fixed fee of between $800 - $10,000.”

Annual fee

$7,000⁠-⁠$25,000/yr

“All-Access Subscription Limited Scope Fixed Fee Projects Limited Scope Hourly Billing All Access Subscription Fees All Access financial planning services are provided for a negotiated fixed fee of between $7,000 - $25,000 annually.”

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How Clancy Capital Advisors LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of ClancyCapAdv's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement for financial planning services without penalty, for full refund of ClancyCapAdv’s fees, within five business days of signing the Financial Planning Agreement.”

How Clancy Capital Advisors LLC’s fees compare

• Its hourly rate of $300 is above the Illinois median of $273. 52% of the 215 other Illinois planners that publish an hourly rate charge less.
• 25 of the 54 other planners in Chicago that publish an hourly rate charge less.
• Its flat or project fee of $800-$10,000 spans the Illinois median of $4,500. 59% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 24 of the 41 other planners in Chicago that publish a flat or project fee charge less.
• Its annual fee of $7,000-$25,000 spans the Illinois median of $7,500. 82% of the 77 other Illinois planners that publish an annual fee charge less.
• 21 of the 25 other planners in Chicago that publish an annual fee charge less.

About Clancy Capital Advisors LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 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

1.5% a year

Clients

12

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$13,300,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328802

Phone

(804) 426-3090

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