KRM Financial Planning & Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Hourly fees range from $250 per hour and up, and fixed fee services range from $1,500 to $50,000.”

Flat or project fee

$1,500⁠-⁠$50,000

From the same sentence as above.

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

How KRM Financial Planning & Wealth Management, LLC bills

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

• “Deposits and withdrawals are prorated based on the number of days in the month.”
• “General Information on Fees Comparable services may be obtained from other advisers at a lower rate, and KRM’s advisory fees are negotiable.”
• “Clients may 5 be invoiced directly, monthly in arrears for financial planning and/or consulting services charged on an hourly or flat fee basis.”

How KRM Financial Planning & Wealth Management, LLC’s fees compare

• Its hourly rate of $250 is below the Illinois median of $273. 27% of the 215 other Illinois planners that publish an hourly rate charge less.
• 1 of the 2 other planners in St. Charles that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$50,000 spans the Illinois median of $4,500. 95% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in St. Charles that publish a flat or project fee charge less.

About KRM Financial Planning & Wealth Management, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Charitable giving

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

1.5% a year

Clients

177

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$211,482,938

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

338738

Website

krmfinancial.com (opens in new tab)

Phone

(630) 377-8760

Can advise clients in 7 states: Arizona, Florida, Illinois, Michigan, Tennessee, Texas, Wisconsin

Other planners in St. Charles that publish fees

• Chicago Investment Advisory Council, Inc.St. Charles$150⁠-⁠$250/hr, $100⁠-⁠$2,500
• Royal Asset ManagersSt. Charles$300/hr, $3,250
• 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

Compare all 7 planners in St. Charles