Golden Foundation Advisors fees
Financial planner in Chicago, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 4, 2026, Golden Foundation Advisors (Chicago, IL) charges a quarterly fee of $625-$2,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 4, 2026. Fees can change.
- Quarterly fee
- $625-
$2,500/qtr “Fees are paid quarterly in advance, ranging from $625 to $2,500.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CPA
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Golden Foundation Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
About Golden Foundation Advisors
- Founded: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, quarterly planning fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of August 4, 2026
- CRD number
- 339287 (opens in new tab)
- Phone
- (978) 697-3470
Registered in 2 states: Illinois, Massachusetts
Other planners in Chicago that publish fees
- MEL & CoChicagoHourly $150-$250/hr, Flat $3,300
- Lestna Retirement, LLCChicagoHourly up to $350/hr, Flat $10,000-$18,000
- Rise Investment Management, LLCChicagoHourly $250/hr, Flat $250-$15,000
- Stratfinx WealthChicagoHourly $250/hr
- Mygen PlanningChicagoHourly $250/hr, Flat $500-$5,000
- Bourbon Financial ManagementChicagoFlat $300-$1,000, Monthly from $300/mo
Is something on this page wrong or out of date?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.