Huckstep Asset Management, LLC fees and pricing
Financial planner in Oak Park, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 15, 2026, Huckstep Asset Management, LLC charges a flat or project fee of $500-$6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$6,000
“The fixed fee will generally range between $500 and $6,000 and depend on the scope and complexity of the project.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Huckstep Asset Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fees are negotiable and are pro-rated and paid in arrears on a quarterly basis.”
- “Advisory fees are either directly debited from client accounts or the client may pay by check or electronic funds transfer.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
How Huckstep Asset Management, LLC’s fees compare
- Its flat or project fee of $500-$6,000 spans the Illinois median of $4,500. 37% of the 175 other Illinois planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Oak Park that publish a flat or project fee charge less.
About Huckstep Asset Management, LLC
“However, Brian plans to maintain Huckstep Asset Management as it is today and to continue to provide existing clients with the same outstanding investment portfolios, financial advice, planning, and other services to which they are accustomed.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2020 (6 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
- Highest asset based fee in brochure
- 0.7% a year
- Minimum
- $150 minimum fee (stated in brochure)
- Clients
- 26
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutions
- Assets managed
- $10,264,620
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 308437
- Phone
- (312) 860-1033
Other planners in Oak Park that publish fees
- Clark LewisOak Park$187-$312/mo, $2,250-$3,750/yr
- Keffer Financial PlanningOak Park$265/hr
- Rook Financial LLCOak Park$450/hr, $1,500
- Sjostrom Financial Planning Inc.Oak Park$150/hr
- Two Trails Financial PlanningOak Park$350/hr, $3,000-$17,000
- Vista Financial PlanningOak Park$300/hr, $4,200/yr
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.