DHJJ Financial Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$495/hr

“Our financial planning fees are calculated and charged on an hourly basis, ranging from $150 to $495 per hour, depending on the complexity of the plan or the experience level of the advisor providing the advice.”

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

How DHJJ Financial Advisors bills

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

• “Management fees are billed quarterly, in advance, at the beginning of each calendar quarter based upon the total market value of the client’s account at the end of the previous quarter.”
• “Management fees on new accounts will be payable in advance for the remainder of the current quarter on a pro rata basis.”
• “Full disclosure of the fees and charges are made prior to providing the service and, in all cases, the fees are payable by the client at the end of the financial planning engagement.”

How DHJJ Financial Advisors’ fees compare

• Its hourly rate of $150-$495 spans the Illinois median of $273. 67% of the 215 other Illinois planners that publish an hourly rate charge less.
• 1 of the 6 other planners in Naperville that publish an hourly rate charge less.

About DHJJ Financial Advisors

• Firm size: 11 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 1992 (34 years).

Planning areas mentioned in the brochure

• Estate 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

1.75% a year

Clients

399

Employees

11

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

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

Assets managed

$623,433,866

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

107034

Website

dhjjfinancial.com (opens in new tab)

Phone

(630) 420-1360

Can advise clients in 9 states: Arizona, California, Colorado, Florida, Illinois, Indiana, Michigan, Texas, Wisconsin

Other planners in Naperville that publish fees

• HK Private Client, LLCNaperville$500/hr
• Kadisak Financial Services, Inc.Naperville$350
• Lantz Financial LLCNaperville$1,000/yr
• Left Brain Wealth Management, LLCNaperville$600/hr, $499
• Nexjenn Financial ServicesNaperville$5,500⁠-⁠$10,000, $450⁠-⁠$835/mo
• Oakwood Wealth Advisors LTD.Naperville$750/hr

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