Crescent Grove Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$3,000⁠-⁠$150,000/yr

“These fees are negotiable, but typically range from $3,000 to $150,000 per year (charged quarterly in advance), depending upon the scope and complexity of the services required and the professional rendering of the financial planning and/or the consulting services.”

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

How Crescent Grove Advisors bills

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

• “Fees are negotiable and are determined by each Client Advisor on a case-by-case basis based upon each client’s individual needs and circumstances and will vary accordingly.”
• “The annual fee is prorated and charged quarterly, in arrears, based upon the market value of the average daily account balance.”
• “Since the asset-based fee is determined by average daily account balance, if assets are deposited into or withdrawn from an account after the start of a quarter, the base fee payable with respect to such assets is adjusted accordingly.”

How Crescent Grove Advisors’ fees compare

• Its annual fee of $3,000-$150,000 spans the Illinois median of $7,500. 100% of the 77 other Illinois planners that publish an annual fee charge less.
• 2 of the 2 other planners in Lake Forest that publish an annual fee charge less.

About Crescent Grove Advisors

• Firm size: 34 employees.
• Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• 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

325

Employees

34

Works with

Individuals, high net worth individuals, charities, businesses, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$5,504,086,413

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

170912

Website

crescentgroveadvisors.com (opens in new tab)

Phone

(847) 752-0292

Can advise clients in 14 states: Arizona, California, Colorado, Florida, Georgia, Illinois, Minnesota, Missouri, New York, Pennsylvania, South Carolina, Texas, Virginia, Wisconsin

Other planners in Lake Forest that publish fees

• Horizon Capital Management, LLCLake Forest$10,000/yr
• North Shore Capital Group Investment Advisors, IncLake Forest$300/hr
• Obar Wealth Management LLCLake Forest$275/hr, $7,500/yr
• Wright Benefit Advisors Inc.Lake Forest$130⁠-⁠$385/hr

Compare all 7 planners in Lake Forest