Legacy Wealth Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial Planning engagements are offered at a rate of $250 per hour.”

Annual fee

$1,750⁠-⁠$36,000/yr

“The fee range is flat, ranging from $1,750 to $36,000 annually.”

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

How Legacy Wealth Planning bills

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

• “The annual fees described below represent our maximum standard fee schedule, though fees are negotiable at our sole discretion, and certain clients may be charged pursuant to a different fee schedule from the one included below.”
• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “The annual fees are negotiable, prorated and paid in arrears on a monthly basis.”

How Legacy Wealth Planning’s fees compare

• Its hourly rate of $250 is below the Illinois median of $273. 27% of the 215 other Illinois planners that publish an hourly rate charge less.
• Its annual fee of $1,750-$36,000 spans the Illinois median of $7,500. 86% of the 77 other Illinois planners that publish an annual fee charge less.

About Legacy Wealth Planning

• Principal: Anthony Erzen
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

64

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$34,290,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

322883

Website

Legacywealthplanning.com (opens in new tab)

Phone

(618) 444-1785

Other planners in Illinois that publish fees

• 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
• Ameribanc CorporationHoffman Estates$500/hr, $250⁠-⁠$5,000

Compare all 526 planners in Illinois