Illuminate Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,400⁠-⁠$10,000

“Wealth Planning Fee Illuminate charges Wealth Planning Fees in two parts, a fixed fee ranging from $2,400 to $10,000 plus Assets Under Management (AUM) fees using the schedule below:”

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

How Illuminate Wealth Management bills

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

• “Virtual CFO Services $2,000 to $10,000 (per month in advance) Onboarding Fee – generally equal to 3-months of charged monthly fee.”
• “Billing Illuminate bills fees quarterly, in advance for its Virtual Family Office, Wealth Management, Wealth Planning and Investment Management engagements.”
• “For Illuminate's Limited Scope financial engagements, one half of the fee is collected upon engagement and the remaining amount is due upon completion of the services.”

How Illuminate Wealth Management’s fees compare

• Its flat or project fee of $2,400-$10,000 spans the Illinois median of $4,500. 67% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Barrington that publish a flat or project fee charge less.

About Illuminate Wealth Management

• Firm size: 6 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Cash flow and budgeting

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

Minimum

No minimum stated in brochure

Clients

73

Employees

6

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$167,593,585

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

306411

Website

illuminatewm.com (opens in new tab)

Phone

(847) 595-1315

Can advise clients in 7 states: Colorado, Florida, Illinois, Kentucky, Tennessee, Texas, Virginia

Other planners in Barrington that publish fees

• Retirement Matters, Inc.Barrington$5,000
• Sequoia Wealth Management, LLCBarrington$500/hr, $500⁠-⁠$25,000
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr

Compare all 4 planners in Barrington