Landphair Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 6, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000⁠-⁠$10,000

“The fixed fee for creating client financial plans is between $3,000 and $10,000.”

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

How Landphair Wealth Management LLC bills

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

• “Clients may terminate the agreement without penalty for a full refund of LWML's fees within five business days of signing the Investment Advisory Contract.”
• “LWML will charge negotiable fees for planning services based on the amount of time the plan takes, the complexity of the planning needed/requested, and the scope of the project.”
• “Up to $3,000 Up to $6,000 Up to $8,000 Up to $10,000 $10,000 Clients may terminate the agreement without penalty for a full refund of LWML's fees within five business days of signing the Financial Planning Agreement.”

How Landphair Wealth Management LLC’s fees compare

• Its flat or project fee of $3,000-$10,000 spans the Illinois median of $4,500. 70% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Landphair Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2016 (10 years).

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% a year

Clients

23

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$13,772,651

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

283366

Website

landphairwealthmgmt.com (opens in new tab)

Phone

(440) 554-8010

Can advise clients in 3 states: Arizona, Illinois, Ohio

Other planners in Deerfield that publish fees

• Pickwick Wealth ManagementDeerfield$350/hr
• 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
• Altman AdvisorsChicago$500/hr, $25,000

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