Lelah Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$4,388

“Income tax planning The second tier of broad-based financial planning includes a total fee of $4,388 with $1,000 due upon signing our engagement letter, $1,000 due upon delivery of the financial plan and $199 per month paid every month for an additional 12 months after the delivery of the plan.”

Monthly fee

$99/mo

“The first is a total fee of $2,288 with $500 due upon signing our engagement letter, $500 due upon delivery of the financial plan and $99 per month paid every month for an additional 12 months after the delivery of the plan.”

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

How Lelah Financial, LLC bills

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

• “Our published fees are negotiable, and we typically waive or discount our fee for associates of our advisory firm and their family members.”
• “Fees are to be paid to the firm by check or draft from US-based financial institutions.”
• “The monthly fee is paid to our firm in arrears and is due within 10 calendar days following each service month and per the firm’s invoice.”

How Lelah Financial, LLC’s fees compare

• Its flat or project fee of $4,388 is below the Illinois median of $4,500. 49% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Lelah Financial, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Tax 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

Charges a % of assets

Yes

Highest asset based fee in brochure

0.7% a year

Clients

17

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$36,214,345

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

294223

Website

lelahfinancial.com (opens in new tab)

Phone

(224) 300-6884

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

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