PlannerFees

Latko Wealth Management, LTD. fees and pricing

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

According to its Form ADV Part 2A brochure dated January 14, 2026, Latko Wealth Management, LTD. charges $200⁠-⁠$400 an hour and a flat or project fee of $200⁠-⁠$5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200⁠-⁠$400/hr
“The hourly billing rate generally ranges from $200 to $400 an hour based on the specific complexities and scope, experience and expertise required as well as the sophistication and bargaining power of the client.”
Flat or project fee
$200⁠-⁠$5,000
“Our fixed fee ranges from $200 to $5,000 based on the number of expected hours multiplied by the hourly fee rate but may exceed $5,000 as circumstances warrant with approval by the Chief Compliance Officer.”

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

How Latko Wealth Management, LTD.’s fees compare

  • Its hourly rate of $200-$400 spans the Illinois median of $273. 52% of the 215 other Illinois planners that publish an hourly rate charge less.
  • 2 of the 2 other planners in Frankfort that publish an hourly rate charge less.
  • Its flat or project fee of $200-$5,000 spans the Illinois median of $4,500. 29% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Latko Wealth Management, LTD.

“We also provide personal financial planning and investment advice.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 7 employees.
  • Registered as an adviser: 2018 (8 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
2% a year
Clients
499
Employees
7
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed
$327,160,399
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
282423
Website
latkowealth.com (opens in new tab)
Phone
(815) 469-8887

Can advise clients in 9 states: Arizona, Colorado, Florida, Georgia, Illinois, Indiana, Tennessee, Texas, Virginia

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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.