Kadisak Financial Services, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 12, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$350

“The fee for preparing the Investment Policy is a one-time charge of $350 (non-refundable, paid in advance, negotiable based upon assets under management).”

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

How Kadisak Financial Services, Inc. bills

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

• “This annual fee shall be prorated and paid quarterly, in arrears, based upon the market value of the assets on the last business day of the quarter.”
• “If termination occurs, the client will be invoiced for fees due on a pro-rata basis. 4 Investment Advisor Brochure (ADV Part 2A) Fee Schedule Roger W.”
• “The annual fee is divided by four (4) and billed every three (3) months on the ending account values.”

How Kadisak Financial Services, Inc.’s fees compare

• Its flat or project fee of $350 is below the Illinois median of $4,500. 1% of the 175 other Illinois planners that publish a flat or project fee charge less.
• None of the 3 other planners in Naperville that publish a flat or project fee charge less.

About Kadisak Financial Services, Inc.

• Firm size: 3 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2012 (14 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

No minimum stated in brochure

Clients

77

Employees

3

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

$65,500,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

122895

Website

kadisakfinancial.com (opens in new tab)

Phone

(630) 369-3336

Other planners in Naperville that publish fees

• DHJJ Financial AdvisorsNaperville$150⁠-⁠$495/hr
• HK Private Client, LLCNaperville$500/hr
• Lantz Financial LLCNaperville$1,000/yr
• Left Brain Wealth Management, LLCNaperville$600/hr, $499
• Nexjenn Financial ServicesNaperville$5,500⁠-⁠$10,000, $450⁠-⁠$835/mo
• Oakwood Wealth Advisors LTD.Naperville$750/hr

Compare all 25 planners in Naperville