Couleur Investments fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 8, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$10,000

“Alternatively, the client may elect to pay a flat fee between $2,500 - $10,000 for services rendered.”

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

How Couleur Investments bills

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

• “At the direction of the client for each time the fee is received, Couleur Investments receive the fee either debited from the client’s account assets or by separate check.”
• “The Investment Advisor is authorized to invoice the Client directly for the payment of its fees.”
• “Any such payments shall be made to the Investment Advisor by separate check, and under no circumstance will any fee be deducted from the amounts held in the account.”

How Couleur Investments’ fees compare

• Its flat or project fee of $2,500-$10,000 spans the Illinois median of $4,500. 68% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Couleur Investments

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Cash flow and budgeting
• Charitable giving

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

62

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

$17,604,347

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

313231

Phone

(224) 616-1686

Can advise clients in 4 states: California, Iowa, Illinois, Tennessee

Other planners in Wilmette that publish fees

• Chestnut Beach WealthWilmette$300
• 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