Geiger Wealth Management fees and pricing

Financial planner in Oak Brook, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 22, 2025, Geiger Wealth Management charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 22, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “The Advisor’s hourly fee will be billed at a rate of $200 per hour for either investment advisory services or financial planning.”

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

“Pursuant to an Investment Advisory contract signed by each client, the client will pay Geiger a monthly Investment Advisory fee, in arrears.”
“New account fees will be prorated from the inception of the account to the end of the first month.”
“The Advisor’s hourly fees will be negotiated and agreed upon by the parties in advance.”

Its hourly rate of $200 is below the Illinois median of $273. 13% of the 215 other Illinois planners that publish an hourly rate charge less.
None of the 2 other planners in Oak Brook that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2014 (12 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
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: 159526
Website: billgeigerblog.com (opens in new tab)
Phone: (630) 866-6900

Is something on this page wrong or out of date?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.