Leelyn Smith, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$350/hr

“Registrant’s planning and consulting fees are negotiable, but generally range from $500 to $5,000 on a fixed fee basis, and from $150 to $350 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$500⁠-⁠$5,000

From the same sentence as above.

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

How Leelyn Smith, LLC bills

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

• “Certain costs, such as IRA and check writing fees may be charged separately.”
• “Registrant shall deduct fees and/or bill clients quarterly in advance, based upon the market value of the assets on the last business day of the previous quarter.”
• “Accounts maintained at Schwab may be billed, in advance, on a monthly basis.”

How Leelyn Smith, LLC’s fees compare

• Its hourly rate of $150-$350 spans the Illinois median of $273. 27% of the 215 other Illinois planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Illinois median of $4,500. 30% of the 175 other Illinois planners that publish a flat or project fee charge less.
• None of the 2 other planners in Geneva that publish a flat or project fee charge less.

About Leelyn Smith, LLC

• Firm size: 38 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

1.5% a year

Clients

799

Employees

38

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, selecting other advisers, and educational seminars and workshops

Assets managed

$852,292,185

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

110517

Website

linkedin.com/company/leelyn-smith (opens in new tab)

Phone

(630) 232-8995

Can advise clients in 16 states: Arizona, California, Florida, Georgia, Iowa, Illinois, Indiana, Michigan, North Carolina, New Hampshire, Ohio, South Carolina, Tennessee, Texas, Virginia, Wisconsin

Other planners in Geneva that publish fees

• Long Planning, LLCGeneva$500⁠-⁠$5,000
• Rhodo Wealth Management LLCGeneva$3,000⁠-⁠$10,000
• 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 4 planners in Geneva