Financial Solutions, Inc. fees and pricing
Financial planner in Skokie, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 11, 2023, Financial Solutions, Inc. charges a monthly fee of $100-$500 and a quarterly fee of $300-$1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 11, 2023. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $100-$500/mo
“For clients paying monthly, the fee is $100-$500 per month.”
- Quarterly fee
- $300-$1,500/qtr
“For clients paying quarterly, the fee is $300-$1,500 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Solutions, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
About Financial Solutions, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2023 (3 years).
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% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 311787
- Phone
- (808) 977-8808
Other planners in Skokie that publish fees
- Mirretti Perryman Wealth Strategies, LLCSkokie$300/hr, $1,500-$5,000
- 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
Is something on this page wrong or out of date?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.