Johnston Investment Counsel, LTD. fees and pricing
Financial planner in Peoria, Illinois. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 23, 2026, Johnston Investment Counsel, LTD. charges a flat or project fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500
“There is a minimum annual fee for the retainer-based services of Johnston Investment Counsel’s Comprehensive Financial Planning program of $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Johnston Investment Counsel, LTD. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Johnston Investment Counsel may invoice clients for expenses incurred on behalf of the client.”
- “These expenses are billed to clients as additional charges on their statement.”
- “The remainder of the fee is due upon completion of the project.”
How Johnston Investment Counsel, LTD.’s fees compare
- Its flat or project fee of $2,500 is below the Illinois median of $4,500. 25% of the 175 other Illinois planners that publish a flat or project fee charge less.
About Johnston Investment Counsel, LTD.
“The Johnston Investment Counsel Comprehensive Financial Planning program provides clients with comprehensive financial planning services based on their individualized circumstances and needs.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®, ChFC®, and CFA.
- Founded: 1997 (29 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
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
- 0.9% a year
- Minimum
- No minimum stated in brochure
- Clients
- 88
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $124,954,747
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 109726
- Phone
- (309) 674-3330
Other planners in Peoria that publish fees
- Guardian Wealth Management Inc.Peoria$150-$250/hr
- RP Zeigler Investment ServicesPeoria$350/hr, $7,500/yr
- 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
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.