Defined Capital LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Consultation Services Hourly Consultation Services are offered based on an hourly fee of $250 per hour.”

Flat or project fee

$1,000⁠-⁠$2,500

“Full Financial Plan Full Financial Plan services are offered on a fixed fee basis ranging from $ 1,000 to $2,500.”

Annual fee

$600⁠-⁠$2,500/yr

“Ongoing Financial Planning Services Ongoing Financial Planning Services are offered based on a fixed fee of $600 to $2,500 annually.”

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

How Defined Capital LLC bills

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

• “Fees are billed quarterly in arrears based on an average daily balance of the account for the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Fees are charged monthly in arrears and are based on the average daily account balance for the period for the prior month.”

How Defined Capital LLC’s fees compare

• Its hourly rate of $250 is below the Illinois median of $273. 27% of the 215 other Illinois planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Oak Brook that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$2,500 is below the Illinois median of $4,500. 15% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 1 of the 5 other planners in Oak Brook that publish a flat or project fee charge less.
• Its annual fee of $600-$2,500 is below the Illinois median of $7,500. 9% of the 77 other Illinois planners that publish an annual fee charge less.

About Defined Capital LLC

• Principal: Dustin Javier
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2021 (5 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

Highest asset based fee in brochure

1.3% a year

Clients

130

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$43,624,978

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

317360

Website

defineyourcapital.com (opens in new tab)

Phone

(630) 544-2525

Other planners in Oak Brook that publish fees

• Crescendo Financial Planners Inc.Oak Brook$2,640⁠-⁠$4,320, $3,300⁠-⁠$20,000/yr
• Dillow Wealth Management LLCOak Brook$10,000⁠-⁠$100,000
• Geiger Wealth ManagementOak Brook$200/hr
• Retirement Planners, Inc.Oak Brook$250⁠-⁠$1,200
• Stonebridge Wealth Management LLCOak Brook$500/hr, $1,500⁠-⁠$10,000
• Watershed Private WealthOak Brook$1,000⁠-⁠$10,000

Compare all 13 planners in Oak Brook