Lake Jericho, LLC fees
Financial planner in Chicago, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 15, 2026, Lake Jericho, LLC (Chicago, IL) charges $250 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 15, 2026. Fees can change.
- Hourly rate
- $250/hr
Matches the Chicago median of $250; 31% of the 32 other planners in Chicago that publish an hourly rate charge less. Below the Illinois median of $275; 23% of the 115 other planners in Illinois charge less.
“Service Based Fee Schedule (Hourly Rate) $250 Per Hour Clients have the option to elect payment for services based upon an hourly rate versus a fixed rate fee.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2015 (11 years)
How Lake Jericho, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “As is customary for many professional service agreements, fixed rate, hourly rate, or combinations of fixed and hourly rate financial planning services will be billed independently.”
- “Lake Jericho only bills in arrears, monthly, once all assignments are complete.”
- “The annual advisory fee (on a daily equivalent basis) is charged on a trailing monthly basis and is never charged in advance.”
About Lake Jericho, LLC
“Incidental to our discretionary investment management services, Lake Jericho provides, or coordinates with other professionals or vendors to provide, education, analysis, insight, and coaching, via a collaborative digital platform to support client financial planning needs.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 56
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $37.1 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 15, 2026
- CRD number
- 173782 (opens in new tab)
- Phone
- (312) 307-3350
Other planners in Chicago that publish fees
- Diyfi Advisors LLCChicagoHourly $250/hr
- Haland Wealth ManagementChicagoFlat $1,500-$2,500
- Kuhn & Company Investment Counsel, LLCChicagoHourly $250/hr
- Ggcfo AdvisorsChicagoHourly up to $450/hr
- Stratfinx WealthChicagoHourly $250/hr
- Golden Foundation AdvisorsChicagoQuarterly $625-$2,500/qtr
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.