Financial Design Studio, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Planning and Consulting Services are typically offered at a rate of $250 per hour.”

Flat or project fee

$10,000

“Page 9 of 20 Financial Planning Services Fees Ongoing Financial Planning Services Fees For clients engaging our Ongoing Financial Planning Services, our annual flat fee is typically $10,000, based on the complexity of the client’s financial situation.”

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

How Financial Design Studio, Inc. bills

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

• “Fees could be negotiable based on factors such as the complexity of your financial situation or total assets under management.”
• “For our Investment Management Services, our standard advisory fee is based on the combined market value of the client’s assets under management, paid in arrears on a monthly basis.”
• “Accounts initiated or terminated during a calendar month will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Financial Design Studio, Inc.’s fees compare

• Its hourly rate of $250 is below 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 $10,000 is above the Illinois median of $4,500. 78% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Financial Design Studio, Inc.

• Firm size: 4 employees.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• Cash flow and budgeting

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

1.25% a year

Minimum

$875,000 in assets (stated in brochure)

Clients

134

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$105,500,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

286686

Website

linkedin.com/company/financial-design-studio-inc. (opens in new tab)

Phone

(847) 238-8050

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

Other planners in Illinois that publish fees

• 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
• Ameribanc CorporationHoffman Estates$500/hr, $250⁠-⁠$5,000

Compare all 526 planners in Illinois