Doncaster Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000⁠-⁠$20,000

“Full Financial Plans are offered based on a flat fee between $2,000 and $20,000.”

Annual fee

$3,000⁠-⁠$20,000/yr

“Ongoing Financial Planning Ongoing Financial Planning Services are offered based on an annual flat fee between $3,000 and $20,000, based on complexity of the Client’s financial situation and unique Client needs for financial planning, paid monthly or quarterly in advance.”

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

How Doncaster Wealth LLC bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of 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.”
• “Refunds are provided on a prorated basis, based on the number days services were provided.”

How Doncaster Wealth LLC’s fees compare

• Its flat or project fee of $2,000-$20,000 spans the Illinois median of $4,500. 84% of the 175 other Illinois planners that publish a flat or project fee charge less.
• Its annual fee of $3,000-$20,000 spans the Illinois median of $7,500. 74% of the 77 other Illinois planners that publish an annual fee charge less.

About Doncaster Wealth LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

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

1.2% a year

Clients

35

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$10,967,371

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

336225

Phone

(937) 245-1129

Can advise clients in 5 states: California, Illinois, Massachusetts, Ohio, Texas

Other planners in Hinsdale that publish fees

• Daybreak Wealth, LLCHinsdale$9,000/yr
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr
• Altman AdvisorsChicago$500/hr, $25,000

Compare all 526 planners in Illinois