Creekmur Asset Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Our Firm does require 30 days advance notice for termination of subscription-based planning 3) Hourly Financial Planning services are based on hourly rate of $400/hour and onetime fees typically range from $600-$1500.”

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

How Creekmur Asset Management, LLC bills

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

• “Fees will be calculated as a percentage of assets under management (AUM) based on the average daily balance of account(s) and deducted from Client account(s) in arrears on a monthly basis.”
• “No other management fees are billed to client accounts by the Firm.”
• “Fees and Expenses section below for a description of fees that clients may incur in addition to the investment management advisory fee billed by CAM.”

How Creekmur Asset Management, LLC’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.

About Creekmur Asset Management, LLC

• Firm size: 36 employees.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

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

2% a year

Clients

1,897

Employees

36

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$800,048,313

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

306903

Website

linkedin.com/company/creekmur-wealth-advisors (opens in new tab)

Phone

(309) 925-2043

Can advise clients in 27 states: Alabama, Arizona, California, Colorado, Florida, Georgia, Iowa, Illinois, Indiana, Kentucky, Louisiana, Maryland, Michigan, Missouri, North Carolina, New Hampshire, Nevada, New York, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin

Other planners in Morton that publish fees

• Eagle Ridge Wealth AdvisorsMorton$200⁠-⁠$300/hr, $500⁠-⁠$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
• Altman AdvisorsChicago$500/hr, $25,000

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