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
- Phone
- (312) 320-0058
Can advise clients in 6 states: California, Florida, Illinois, New Hampshire, Texas, Wisconsin
Other planners in Chicago that publish fees
- Altair Advisers, LLCChicago$200-$500/hr
- Altman AdvisorsChicago$500/hr, $25,000
- Arena Private WealthChicago$250/hr
- Bayworth CapitalChicago$1,000-$10,000
- Blute Financial CoachingChicago$75/hr
- Bold Vision FinancialChicago$385/hr, $120-$500/mo
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.