Fiducient Advisors LLC fees and pricing
Financial planner in Chicago, Illinois. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Fiducient Advisors LLC charges a flat or project fee of $5,000-$150,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000-$150,000
“Project-Based Fees For project-based client arrangements and financial planning services fees typically range from $5,000 - $150,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fiducient Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Upon termination of any account, any prepaid, unearned fees will be promptly refunded to the client, and any earned, unpaid fees will be due and payable.”
- “Such fees are prorated based on the number of days left in the billing period.”
- “Deduction of Fees Some clients give us the authority to automatically deduct our fees from their accounts and others elect to be invoiced.”
How Fiducient Advisors LLC’s fees compare
- Its flat or project fee of $5,000-$150,000 is above the Illinois median of $4,500. 100% of the 175 other Illinois planners that publish a flat or project fee charge less.
- 41 of the 41 other planners in Chicago that publish a flat or project fee charge less.
About Fiducient Advisors LLC
- Firm size: 210 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 1995 (31 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 689
- Employees
- 210
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, educational seminars and workshops, and other services
- Assets managed
- $97,541,531,200
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 106720
- Phone
- (312) 853-1000
Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming
Other planners in Chicago that publish fees
- Altair Advisers, LLCChicago$200-$500/hr
- Altman AdvisorsChicago$500/hr, $25,000
- Arena Private WealthChicago$250/hr
- Bayworth CapitalChicago$1,000-$10,000
- Blute Financial CoachingChicago$75/hr
- Bold Vision FinancialChicago$385/hr, $120-$500/mo
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.