Lantz Financial LLC fees and pricing

Financial planner in Naperville, Illinois. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 16, 2026, Lantz Financial LLC charges an annual fee of $1,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.

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

“The firm may also at its discretion charge separate ongoing fixed fees for supplemental advisory or planning services, but such fees will be disclosed in advance.”
“Asset based investment management fees are generally calculated and charged quarterly in advance based on the quarter ending balance of assets under management at the end of the preceding quarter (i.e. the beginning of the quarter of service).”
“Fees are generally deducted directly from client accounts, but clients may elect to alternatively pay fees by check.”

Its annual fee of $1,000 is below the Illinois median of $7,500. 5% of the 77 other Illinois planners that publish an annual fee charge less.

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
Minimum: $1,000 minimum fee (stated in brochure)
Clients: 669
Employees: 13
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $994,110,000
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 297573
Website: Linkedin.com/in/michaeljlantz (opens in new tab)
Phone: (331) 204-6230

Is something on this page wrong or out of date?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.