Fleur-De-Lis Financial 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

$495/hr

“Our hourly rate is $495.”

Annual fee

$2,400/yr

“The fee is paid monthly in advance, with a minimum annual fee of $2,400.”

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

How Fleur-De-Lis Financial bills

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

• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Fleur-De-Lis Financial’s fees compare

• Its hourly rate of $495 is above the Illinois median of $273. 89% of the 215 other Illinois planners that publish an hourly rate charge less.
• Its annual fee of $2,400 is below the Illinois median of $7,500. 13% of the 77 other Illinois planners that publish an annual fee charge less.

About Fleur-De-Lis Financial

• Principal: Nathan Gale
• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Estate planning
• College planning
• Business owners
• 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

2% a year

Minimum

$2,400 minimum fee (stated in brochure)

Clients

7

Employees

2

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

$12,101,737

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

325685

Website

instagram.com/fleurdelisfinancial (opens in new tab)

Phone

(312) 748-7484

Other planners in Lake Bluff that publish fees

• Winslow Financial LLCLake Bluff$50⁠-⁠$400/hr, $250
• 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

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