Jackalope Capital fees and pricing
Financial planner in Chicago, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 12, 2025, Jackalope Capital charges a flat or project fee of $1,500 and a monthly fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 12, 2025. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500
“Financial planning services are available at a negotiated fixed rate with a minimum fee of $1,500 and a maximum fee of $7,500.”
- Monthly fee
- $500/mo
“After the initial plan is complete, clients have the option to subscribe to a monthly subscription service for ongoing financial planning at a negotiated monthly rate, not to exceed $500 a month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Jackalope Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment Management Fee Structure Jackalope Capital’s unless negotiated otherwise, advisory fees are billed in arrears, payable monthly; and based on the month end balance of the Client account on the last day of the calendar month.”
- “Jackalope Capital investment advisory fees are billed monthly, in arrears, and are based on the average month end balance of the accounts managed by Jackalope Capital.”
- “Jackalope Capital’s clients may opt to pay the advisory fees in advance vs in arrears.”
How Jackalope Capital’s fees compare
- Its flat or project fee of $1,500 is below the Illinois median of $4,500. 13% of the 175 other Illinois planners that publish a flat or project fee charge less.
- 4 of the 41 other planners in Chicago that publish a flat or project fee charge less.
About Jackalope Capital
“Jackalope Capital, Inc. provides financial planning and consulting services as part of Jackalope Capital’s investment management services. At Jackalope Capital, we designed our financial planning process to help our clients stay focused on achieving their goals and objectives.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2020 (6 years).
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
- $1,500 minimum fee (stated in brochure)
- Clients
- 2
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $5,518,430
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 309696
- Phone
- (816) 560-3786
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.