Hazelwood Investment Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$175/hr

“Hourly consulting fees are $175 per hour.”

Quarterly fee

$2,500/qtr

“Total Annual Fee = $10,000 (or $2,500 per quarter) Referral Fee Credits From time to time, the Firm may, at its discretion, offer existing clients a fee credit as a courtesy for referring prospective clients to the Firm.”

Annual fee

$10,000/yr

From the same sentence as above.

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

How Hazelwood Investment Advisors LLC bills

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

• “Fees are agreed upon in advance and payable as set forth in the financial planning agreement.”
• “While the initial Financial Plan is provided upon completion, Hazelwood may offer additional consulting services to review the implementation of the plan and monitor progress.”
• “Collection of Fees Financial Planning and Consulting Services fees are generally collected in advance via check, ACH, or through our secure online client portal.”

How Hazelwood Investment Advisors LLC’s fees compare

• Its hourly rate of $175 is below the Illinois median of $273. 10% of the 215 other Illinois planners that publish an hourly rate charge less.
• 4 of the 54 other planners in Chicago that publish an hourly rate charge less.
• Its annual fee of $10,000 is above the Illinois median of $7,500. 60% of the 77 other Illinois planners that publish an annual fee charge less.
• 15 of the 25 other planners in Chicago that publish an annual fee charge less.

About Hazelwood Investment Advisors LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

10

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$1,783,616

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333703

Website

hazelwood-ia.com (opens in new tab)

Phone

(574) 485-4290

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