PlannerFees

Leslie Global Wealth, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 18, 2026, Leslie Global Wealth, LLC charges $125⁠-⁠$500 an hour and a flat or project fee of $500⁠-⁠$25,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$125⁠-⁠$500/hr
“Our hourly fees range from $125 to $500.”
Flat or project fee
$500⁠-⁠$25,000
“Flat fees generally range from $500 to $25,000.”

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

How Leslie Global Wealth, LLC bills

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

  • “Our firm's annualized fees are billed quarterly in advance, on a pro-rata basis, based on the value of your account on the last day of the previous quarter.”
  • “Fees are negotiable and will be deducted from your managed account.”
  • “We charge our advisory fees quarterly in advance.”

How Leslie Global Wealth, LLC’s fees compare

  • Its hourly rate of $125-$500 spans the Illinois median of $273. 66% of the 215 other Illinois planners that publish an hourly rate charge less.
  • Its flat or project fee of $500-$25,000 spans the Illinois median of $4,500. 86% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Leslie Global Wealth, LLC

“We provide a variety of financial planning and consulting services to individuals, families and other clients regarding the management of their financial resources based upon an analysis of the client's current situation, goals, and objectives.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Barry D. Leslie
  • Firm size: 6 employees.
  • Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Insurance analysis
  • Charitable giving

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
2.5% a year
Minimum
$15,000 in assets (stated in brochure)
Clients
380
Employees
6
Works with
Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$446,848,773
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
128202
Website
leslieglobalwealth.com (opens in new tab)
Phone
(312) 946-1000

Can advise clients in 11 states: Arizona, Colorado, Florida, Illinois, Indiana, Michigan, Minnesota, Ohio, South Carolina, Texas, Wisconsin

Other planners in Itasca that publish fees

Compare all 526 planners in Illinois

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