Haland Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 4, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$2,500

“We charge a fixed fee for Project-Based Financial Planning, which depends on the plan: ● Foundations Plan: $1,500 to $2,500. ● Retirement Transition Plan: $3,500 to $6,000.”

Annual fee

$4,800⁠-⁠$40,000/yr

“The annual fee for HWM’s retirement plan consulting services ranges from $4,800 to $40,000.”

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

How Haland Wealth Management 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.”
• “The recurring fee is paid monthly in advance and begins on the date set out in the Advisory Contract.”
• “For the Family and the Retirement and Complex service levels, the Client may instead pay quarterly in advance, in an amount equal to three monthly fees.”

How Haland Wealth Management’s fees compare

• Its flat or project fee of $1,500-$2,500 is below the Illinois median of $4,500. 19% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 8 of the 41 other planners in Chicago that publish a flat or project fee charge less.
• Its annual fee of $4,800-$40,000 spans the Illinois median of $7,500. 92% of the 77 other Illinois planners that publish an annual fee charge less.
• 24 of the 25 other planners in Chicago that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Haland Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2024 (2 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

336453

Website

instagram.com/halandwealth (opens in new tab)

Phone

(312) 292-9244

Other planners in Chicago that publish fees

• Altair Advisers, LLCChicago$200⁠-⁠$500/hr
• Altman AdvisorsChicago$500/hr, $25,000
• Arena Private WealthChicago$250/hr
• Bayworth CapitalChicago$1,000⁠-⁠$10,000
• Blute Financial CoachingChicago$75/hr
• Bold Vision FinancialChicago$385/hr, $120⁠-⁠$500/mo

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