Directional Asset Management, LLC fees and pricing

Financial planner in Arlington Heights, Illinois. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 25, 2026, Directional Asset Management, LLC charges $175 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

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

“These fees are negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
“Fees are paid in arrears, and clients may terminate their contracts with one day written notice.”
“Because fees are charged in arrears, no refund policy is necessary.”

Its hourly rate of $175 is below the Illinois median of $273. 10% of the 215 other Illinois planners that publish an hourly rate charge less.
None of the 3 other planners in Arlington Heights that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2024 (2 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 44
Employees: 1
Works with: Individuals, high net worth individuals, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $136,932,000
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 152859
Website: linkedin.com/in/scott-short-a85a5617 (opens in new tab)
Phone: (847) 749-2312

Can advise clients in 3 states: Florida, Illinois, Texas

Is something on this page wrong or out of date?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.