Left Brain Wealth Management, LLC fees and pricing

Published fees

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

Hourly rate

$600/hr

“Financial planning fees will be billed at the rate of $600 per hour or a fixed fee mutually agreed upon by the client and LBWM.”

Flat or project fee

$499

“Clients seeking to terminate this service must do so in writing. 401(k) Consultative Services Fess Clients are billed a one-time fee of $499.00 for this service, payable in full upon signing the agreement for this service.”

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

How Left Brain Wealth Management, LLC bills

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

• “Such fees are payable monthly in advance.”
• “The fees will be prorated if the investment advisory relationship commences otherwise than at the beginning of a calendar month.”
• “Adjustments for significant contributions to a client’s portfolio are prorated for the month in which the change occurs; no adjustments will be made for withdrawals.”

How Left Brain Wealth Management, LLC’s fees compare

• Its hourly rate of $600 is above the Illinois median of $273. 96% of the 215 other Illinois planners that publish an hourly rate charge less.
• 5 of the 6 other planners in Naperville that publish an hourly rate charge less.
• Its flat or project fee of $499 is below the Illinois median of $4,500. 2% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Naperville that publish a flat or project fee charge less.

About Left Brain Wealth Management, LLC

• Firm size: 7 employees.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

206

Employees

7

Works with

Individuals, high net worth individuals, and pooled investment vehicles

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, newsletters and publications, and educational seminars and workshops

Assets managed

$340,426,936

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

170348

Website

X.com/leftbrainWM (opens in new tab)

Phone

(630) 517-9300

Can advise clients in 6 states: California, Florida, Illinois, Michigan, Nebraska, Texas

Other planners in Naperville that publish fees

• DHJJ Financial AdvisorsNaperville$150⁠-⁠$495/hr
• HK Private Client, LLCNaperville$500/hr
• Kadisak Financial Services, Inc.Naperville$350
• Lantz Financial LLCNaperville$1,000/yr
• Nexjenn Financial ServicesNaperville$5,500⁠-⁠$10,000, $450⁠-⁠$835/mo
• Oakwood Wealth Advisors LTD.Naperville$750/hr

Compare all 25 planners in Naperville