Expressive Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 15, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$4,000⁠-⁠$10,000

“Financial planning services are offered based on a negotiable fixed fee that ranges from $4,000 to $10,000 dependent upon the complexity and Client needs; fee determined at EX discretion.”

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

How Expressive Wealth LLC bills

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

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The annual fee is negotiable and may be charged as a percentage of the Included Assets or as a flat fee.”

How Expressive Wealth LLC’s fees compare

• Its flat or project fee of $4,000-$10,000 spans the Illinois median of $4,500. 74% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 29 of the 41 other planners in Chicago that publish a flat or project fee charge less.

About Expressive Wealth LLC

• Firm size: 10 employees.
• Registered as an adviser: 2024 (2 years).

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% a year

Clients

165

Employees

10

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$165,171,203

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

329974

Website

linkedin.com/company/expressive-wealth/posts/?feedView=all (opens in new tab)

Phone

(847) 595-8812

Can advise clients in 7 states: Alabama, California, Florida, Illinois, Michigan, New York, Virginia

Other planners in Chicago that publish fees

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• Bayworth CapitalChicago$1,000⁠-⁠$10,000
• Blute Financial CoachingChicago$75/hr
• Bold Vision FinancialChicago$385/hr, $120⁠-⁠$500/mo

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