Kollar Wealth Advisors, LLC fees and pricing
Financial planner in Northbrook, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 4, 2026, Kollar Wealth Advisors, LLC charges $200 an hour and a flat or project fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Retirement Planning and Financial Planning Services are offered to all clients based on an hourly fee of $200 per hour.”
- Flat or project fee
- $500
“Basic Financial Planning Services are available to all clients for a Fixed Fee of $500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kollar Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients placed with third party money managers will be billed in accordance with the third-party money manager’s fee schedule which will be disclosed to the client prior to signing an agreement.”
- “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of each quarter.”
- “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
How Kollar Wealth Advisors, LLC’s fees compare
- Its hourly rate of $200 is below the Illinois median of $273. 13% of the 215 other Illinois planners that publish an hourly rate charge less.
- None of the 3 other planners in Northbrook that publish an hourly rate charge less.
- Its flat or project fee of $500 is below the Illinois median of $4,500. 2% of the 175 other Illinois planners that publish a flat or project fee charge less.
- None of the 4 other planners in Northbrook that publish a flat or project fee charge less.
About Kollar Wealth Advisors, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2009 (17 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Business owners
- 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
- 1.35% a year
- Clients
- 40
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $12,430,926
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 152243
- Phone
- (847) 291-4300
Other planners in Northbrook that publish fees
- Arthur M. Cohen & Associates LLCNorthbrook$200-$400/hr
- Dogwood Investment AdvisorsNorthbrook$250/hr
- Hokin Investment Advisors Inc.Northbrook$450/qtr
- K&h Wealth PartnersNorthbrook$2,500-$10,000
- Mendel Money Management IncNorthbrook$250-$500/hr, $1,500-$3,000
- Oak Wealth Advisors LLCNorthbrook$5,000/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.