Coyle fees and pricing

Firm size: 24 employees.
Registered as an adviser: 1982 (44 years).

Financial planner in Glenview, Illinois. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 23, 2026, Coyle charges a monthly fee of $50⁠-⁠$150 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee: $50⁠-⁠$150/mo; “Clients will pay Coyle a monthly subscription fee in advance, ranging from $50 to $150 per month based on the level of service selected.”

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

“Investment management fees are billed quarterly in advance and charged at an annualized rate that varies depending on the size of the household, client and account.”
“Client authorizes Coyle to directly debit fees from Client accounts unless Client specifically requests to be billed directly.”
“Actual fees are negotiable and may vary among clients.”

How the firm is paid: Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Minimum: $10,000 minimum fee (stated in brochure)
Clients: 438
Employees: 24
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and newsletters and publications
Assets managed: $1,049,463,558
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 110593
Website: youtube.com/user/coylefinancial (opens in new tab)
Phone: (847) 441-5644

Is something on this page wrong or out of date?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.