Interactive Financial Advisors fees and pricing
Financial planner in New Lenox, Illinois. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Interactive Financial Advisors charges $100-$400 an hour and a flat or project fee of $48-$7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$400/hr
“Our rate for such services ranges from $100 to $400 per hour.”
- Flat or project fee
- $48-$7,500
“We charge a fixed fee for financial planning services, which generally ranges from $48 to $7,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Interactive Financial Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Each account will be charged a $12.50 per quarter service fee, which is prorated and charged monthly.”
- “Portfolio management fees are paid in advance and will be deducted automatically from client's account monthly until the Agreement is terminated.”
- “Our advisory fee is negotiable for the Invest With Trust services, depending on individual client circumstances.”
How Interactive Financial Advisors’ fees compare
- Its hourly rate of $100-$400 spans the Illinois median of $273. 27% of the 215 other Illinois planners that publish an hourly rate charge less.
- Its flat or project fee of $48-$7,500 spans the Illinois median of $4,500. 44% of the 175 other Illinois planners that publish a flat or project fee charge less.
About Interactive Financial Advisors
- Firm size: 33 employees.
- Registered as an adviser: 2005 (21 years).
Planning areas mentioned in the brochure
- College planning
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
- 2.52% a year
- Clients
- 1,307
- Employees
- 33
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $240,418,188
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 125117
- Phone
- (630) 472-1300
Can advise clients in 30 states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Louisiana, Maryland, Michigan, Minnesota, Missouri, Montana, North Carolina, Nevada, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, West Virginia
Other planners in Illinois that publish fees
- 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
- Altman AdvisorsChicago$500/hr, $25,000
- Ameribanc CorporationHoffman Estates$500/hr, $250-$5,000
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.