Keffer Financial Planning fees and pricing
Financial planner in Oak Park, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 6, 2023, Keffer Financial Planning charges $265 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2023. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $265/hr
“Fees for these services are $265.00 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Keffer Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Negotiable Fees For all noted forms of advisory engagements with our firm, the services to be provided to you and their specific fees will be detailed in your engagement agreement.”
- “Our published fees are negotiable and at the discretion of our firm.”
- “Fees for our services may be paid by check or bank draft.”
How Keffer Financial Planning’s fees compare
- Its hourly rate of $265 is below the Illinois median of $273. 49% of the 215 other Illinois planners that publish an hourly rate charge less.
- 2 of the 5 other planners in Oak Park that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Keffer Financial Planning
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2007 (19 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
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 143785
- Phone
- (630) 842-5609
Other planners in Oak Park that publish fees
- Clark LewisOak Park$187-$312/mo, $2,250-$3,750/yr
- Huckstep Asset Management, LLCOak Park$500-$6,000
- Rook Financial LLCOak Park$450/hr, $1,500
- Sjostrom Financial Planning Inc.Oak Park$150/hr
- Two Trails Financial PlanningOak Park$350/hr, $3,000-$17,000
- Vista Financial PlanningOak Park$300/hr, $4,200/yr
Is something on this page wrong or out of date?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.