Hemsley Advisors, LTD. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Our financial planning fees are calculated and charged on an hourly basis, at $200.00 per hour.”

Annual fee

$300⁠-⁠$50,000/yr

“Assets Under Management Annual Fee Less than $50,000 Minimum fee of $300 per year; however, fee may be waived upon discretion of Advisor.”

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

How Hemsley Advisors, LTD. bills

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

• “Portfolio management fees are payable quarterly in arrears based on the value of the portfolio on the last day of the previous quarter, adjusted for inflows and outflows throughout the quarter.”
• “Fees are prorated if Advisor manages client’s assets for less than a full quarter.”
• “The client is billed in arrears and upon completion of the Financial Plan.”

How Hemsley Advisors, LTD.’s fees compare

• 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.
• 7 of the 54 other planners in Chicago that publish an hourly rate charge less.
• Its annual fee of $300-$50,000 spans the Illinois median of $7,500. 94% of the 77 other Illinois planners that publish an annual fee charge less.
• 25 of the 25 other planners in Chicago that publish an annual fee charge less.

About Hemsley Advisors, LTD.

• Firm size: 5 employees.
• Registered as an adviser: 1994 (32 years).

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

Minimum

$300 minimum fee (stated in brochure)

Clients

324

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$638,060,823

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

106414

Website

hemsleyadvisors.com (opens in new tab)

Phone

(847) 381-7314

Can advise clients in 15 states: Arizona, California, Florida, Georgia, Illinois, Louisiana, Massachusetts, Michigan, New Hampshire, New York, Ohio, Rhode Island, South Carolina, Tennessee, Texas

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