Greenstone Belt Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$500/hr

“Hourly fees range from $100 to $500 per hour and are based on the complexity of the work and the experience and training of the Firm’s personnel involved.”

Flat or project fee

$500⁠-⁠$25,000

“Fixed fees generally range between $500 and $25,000.”

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

How Greenstone Belt Wealth Advisors, LLC bills

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

• “Fees are negotiable based upon the complexity of the requested services.”
• “Financial planning fees are negotiable and may be partially or completely waived at our discretion.”
• “Such fees are payable quarterly in advance and will be based on the value of the portfolio as of the last business day of the previous quarter.”

How Greenstone Belt Wealth Advisors, LLC’s fees compare

• Its hourly rate of $100-$500 spans the Illinois median of $273. 52% of the 215 other Illinois planners that publish an hourly rate charge less.
• 25 of the 54 other planners in Chicago that publish an hourly rate charge less.
• Its flat or project fee of $500-$25,000 spans the Illinois median of $4,500. 86% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 32 of the 41 other planners in Chicago that publish a flat or project fee charge less.

About Greenstone Belt Wealth Advisors, LLC

• Firm size: 5 employees.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning

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

1.3% a year

Clients

83

Employees

5

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

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

Assets managed

$260,060,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

335862

Website

linkedin.com/in/james-petitpren-5937132 (opens in new tab)

Phone

(312) 952-6550

Can advise clients in 3 states: California, Illinois, Texas

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