Eagle Ridge Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$300/hr

“Financial Planning fee is an hourly rate between $200 and $300 per hour, depending on complexity.”

Flat or project fee

$500⁠-⁠$10,000

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500-$10,000 and an ongoing fee that is paid monthly, in advance, at the rate of $100-$1,000 per month.”

Monthly fee

$100⁠-⁠$1,000/mo

From the same sentence as above.

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

How Eagle Ridge Wealth Advisors bills

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

• “The advisory fee for households over $500,000 is a blended fee and all annual fees are pro-rated and paid in arrears on a daily, monthly, or quarterly basis.”
• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”

How Eagle Ridge Wealth Advisors’ fees compare

• Its hourly rate of $200-$300 spans the Illinois median of $273. 27% of the 215 other Illinois planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Illinois median of $4,500. 56% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Eagle Ridge Wealth Advisors

• Principal: Tim Doehrmann
• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2013 (13 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

53

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$52,483,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

165660

Website

erwealth.com (opens in new tab)

Phone

(309) 857-7745

Other planners in Morton that publish fees

• Creekmur Asset Management, LLCMorton$400/hr
• 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