Investments By Design, Inc fees and pricing

Financial planner in Galena, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 6, 2026, Investments By Design, Inc charges $85 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $85/hr; “Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $85.”

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

“These fees are negotiable depending upon the needs of the client and complexity of the situation, and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
“Fees are paid quarterly in arrears, and clients may terminate their contracts with thirty days’ written notice.”
“Form ADV 2A Version: 03/06/2026 3 Advisor collects its fees in arrears.”

Its hourly rate of $85 is below the Illinois median of $273. 1% of the 215 other Illinois planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2012 (14 years).

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
Clients: 75
Employees: 1
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $45,856,816
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 163070
Phone: (815) 776-9095

Can advise clients in 2 states: Illinois, Wisconsin

Is something on this page wrong or out of date?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.