Cura Wealth Advisors, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 2, 2026, Cura Wealth Advisors, LLC charges $350 an hour and a flat or project fee of $1,500⁠-⁠$10,000 for financial planning.

Published fees

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

Hourly rate
$350/hr
“The maximum hourly fee to be charged will not exceed $350.”
Flat or project fee
$1,500⁠-⁠$10,000
“Flat fees range from $1,500 to $10,000.”

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

How Cura Wealth Advisors, LLC bills

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

  • “Our firm bills on cash unless indicated otherwise in writing.”
  • “Annualized fees are billed on a pro-rata basis monthly in arrears based on the value of the account(s) on the last day of the month.”
  • “Fees are negotiable and will be deducted from client account(s).”

How Cura Wealth Advisors, LLC’s fees compare

  • Its hourly rate of $350 is above the Illinois median of $273. 68% of the 215 other Illinois planners that publish an hourly rate charge less.
  • 34 of the 54 other planners in Chicago that publish an hourly rate charge less.
  • Its flat or project fee of $1,500-$10,000 spans the Illinois median of $4,500. 65% of the 175 other Illinois planners that publish a flat or project fee charge less.
  • 27 of the 41 other planners in Chicago that publish a flat or project fee charge less.

About Cura Wealth Advisors, LLC

  • Firm size: 3 employees.
  • Registered as an adviser: 2024 (2 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
Clients
172
Employees
3
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed
$527,732,383
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
332511
Website
curawealth.com (opens in new tab)
Phone
(312) 320-0058

Can advise clients in 6 states: California, Florida, Illinois, New Hampshire, Texas, Wisconsin

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