PlannerFees

Detterbeck Wealth Management fees and pricing

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

According to its Form ADV Part 2A brochure dated March 10, 2026, Detterbeck Wealth Management charges a flat or project fee of $3,000⁠-⁠$10,000 and an annual fee of $3,000⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$3,000⁠-⁠$10,000
“$3,000 to $10,000 – Fixed fees are used for one-time planning services, such as creation of a financial plan.”
Annual fee
$3,000⁠-⁠$10,000/yr
“Annual Retainer Fee: $3,000 to $10,000 – Billed monthly or semi-annually.”

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

How Detterbeck Wealth Management bills

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

  • “Fees are charged quarterly in advance and are directly debited from client accounts.”
  • “In the initial calendar quarter, the fee calculation is assessed on a pro rata basis based on the date within the calendar quarter on which the client’s assets are designated to be managed by DWM, and payable in arrears once the quarter is concluded.”
  • “If a termination occurs during a quarter, the client will be charged on a pro-rata portion of the advisory fee for the quarter up to the date of termination.”

How Detterbeck Wealth Management’s fees compare

  • Its flat or project fee of $3,000-$10,000 spans the Illinois median of $4,500. 70% of the 175 other Illinois planners that publish a flat or project fee charge less.
  • Its annual fee of $3,000-$10,000 spans the Illinois median of $7,500. 45% of the 77 other Illinois planners that publish an annual fee charge less.

About Detterbeck Wealth Management

“Investment Management Advisory Services Detterbeck Wealth Management offers Investment Management Advisory Services to our clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 6 employees.
  • Credentials named in the brochure: CFP®, CPA, and CFA.
  • Registered as an adviser: 2017 (9 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% a year
Clients
165
Employees
6
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$279,209,017
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
111594
Website
dwmgmt.com (opens in new tab)
Phone
(847) 934-6262

Can advise clients in 7 states: Colorado, Florida, Illinois, Louisiana, North Carolina, New Hampshire, South Carolina

Other planners in Palatine that publish fees

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