Dillow Wealth Management LLC fees and pricing
Financial planner in Oak Brook, Illinois. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 25, 2026, Dillow Wealth Management LLC charges a flat or project fee of $10,000-$100,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $10,000-$100,000
“Dillow Wealth Management also offers standalone financial planning services for a fixed engagement fee ranging from $10,000 to $100,000 per engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Dillow Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If assets are deposited into or withdrawn from an account after the inception of a billing period, the fee payable with respect to such assets is adjusted to reflect the interim change in portfolio value and added or subtracted from the next bill.”
- “The Wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
How Dillow Wealth Management LLC’s fees compare
- Its flat or project fee of $10,000-$100,000 is above the Illinois median of $4,500. 98% of the 175 other Illinois planners that publish a flat or project fee charge less.
- 5 of the 5 other planners in Oak Brook that publish a flat or project fee charge less.
About Dillow Wealth Management LLC
- Firm size: 2 employees.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 18
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $106,259,140
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 313192
- Phone
- (224) 330-9662
Other planners in Oak Brook that publish fees
- Crescendo Financial Planners Inc.Oak Brook$2,640-$4,320, $3,300-$20,000/yr
- Defined Capital LLCOak Brook$250/hr, $1,000-$2,500
- 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
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.