PlannerFees

Copperwood Financial fees and pricing

Financial planner in Burr Ridge, Illinois. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 25, 2026, Copperwood Financial charges $400 an hour and a flat or project fee of $2,500 for financial planning.

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
$400/hr
“Any fees due the Advisor as a result of termination of the Agreement will be calculated based on the Advisor’s $400 hourly fee rate, multiplied by the number of hours the Advisor incurred prior to Agreement termination.”
Flat or project fee
$2,500
“The fixed fee for Tier 1 services is $2,500.”

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

How Copperwood Financial bills

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

  • “New account fees will be prorated from the inception of the account to the end of the first quarter.”
  • “If the client terminates the agreement with the Advisor prior to the end of the quarter, the client will be responsible for the prorated fees based on the number of days in the billing period, up to and including the effective date of termination.”
  • “New account fees will be prorated from the inception of the account to the end of the first month or quarter, depending on the manager’s billing period.”

How Copperwood Financial’s fees compare

  • Its hourly rate of $400 is above the Illinois median of $273. 80% of the 215 other Illinois planners that publish an hourly rate charge less.
  • 2 of the 2 other planners in Burr Ridge that publish an hourly rate charge less.
  • Its flat or project fee of $2,500 is below the Illinois median of $4,500. 25% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Copperwood Financial

“Copperwood Financial’s (“Copperwood” or “Advisor”) principal service is providing fee-based investment advisory services and financial planning services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 3 employees.
  • Founded: 2020 (6 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
3% a year
Clients
262
Employees
3
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed
$119,633,000
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
Yes. Read them on the SEC site (opens in new tab)
SEC CRD number
310859
Website
facebook.com/CopperwoodFinancial (opens in new tab)
Phone
(630) 581-8998

Can advise clients in 8 states: Florida, Georgia, Illinois, Kentucky, North Carolina, Tennessee, Texas, Wisconsin

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.