HG Wealth Management, LLC fees and pricing
Financial planner in Chicago, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 10, 2026, HG Wealth Management, LLC charges $250 an hour and an annual fee of $1,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Fees for these services are $250 per hour.”
- Annual fee
- $1,000-$10,000/yr
“We offer our financial planning and investment consultation services on a fixed-fee basis, with fees typically ranging from $1,000 to $10,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How HG Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “After that, you will be billed in 15-minute increments, and a partial increment will be treated as a whole increment.”
- “Our educational workshops are payable by the event sponsor, such as an association or employer, and are also assessed at our rate of $250 per hour.”
- “Fees will be billed quarterly in arrears.”
How HG Wealth Management, LLC’s fees compare
- Its hourly rate of $250 is below the Illinois median of $273. 27% of the 215 other Illinois planners that publish an hourly rate charge less.
- 17 of the 54 other planners in Chicago that publish an hourly rate charge less.
- Its annual fee of $1,000-$10,000 spans the Illinois median of $7,500. 40% of the 77 other Illinois planners that publish an annual fee charge less.
- 12 of the 25 other planners in Chicago that publish an annual fee charge less.
About HG Wealth Management, LLC
“Offered HG Wealth Management, LLC offers a range of investment advisory solutions to its clients. We offer financial planning and investment consultation services for those interested in cash flow and budgeting, education funding, retirement planning, risk management, estate planning, and periodic investment advice.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2012 (14 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
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
- 1.25% a year
- Minimum
- $4,000 minimum fee (stated in brochure)
- Clients
- 19
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $34,542,014
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 161032
- Phone
- (312) 723-5116
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
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.