Galvanize Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000⁠-⁠$5,000

“For its standalone financial planning services, Galvanize Wealth LLC charges a fixed fee ranging from $2,000 to $5,000 depending on the nature and complexity of the client’s circumstances and the level and scope of the services requested.”

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

How Galvanize Wealth LLC bills

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

• “New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted or will not be billed until the next quarter.”
• “Galvanize Wealth LLC will never bill greater than one quarter in advance.”
• “Fees for financial planning and consulting services are negotiable, and can be included within the fees charged for our other services.”

How Galvanize Wealth LLC’s fees compare

• Its flat or project fee of $2,000-$5,000 spans the Illinois median of $4,500. 41% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Galvanize Wealth LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners

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

$400,000 in assets (stated in brochure)

Clients

10

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$22,270,665

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

306256

Phone

(630) 596-7027

Other planners in La Grange Park that publish fees

• Wysopal WealthLa Grange Park$500/hr, $2,000⁠-⁠$25,000
• 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

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