Lestna Retirement, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“If the engagement is terminated prior to completion, fees will be calculated based on an hourly rate of $350.”

Flat or project fee

$10,000⁠-⁠$18,000

“LESTNA RETIREMENT FORM ADV PART 2B Page 7 of 21 One-Time Comprehensive Financial Plan LR may provide a one-time financial planning engagement for a fixed fee, typically ranging from $10,000 to $18,000 depending on the complexity and scope of the engagement.”

Annual fee

$10,000/yr

“The annual fee for ongoing financial planning typically starts at $10,000 and may vary depending on the complexity of the client’s financial situation, scope of services, and level of engagement required.”

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

How Lestna Retirement, LLC bills

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

• “Fees may be negotiable at LR’s discretion based on the nature, scope, and complexity of the engagement.”
• “Investment management fees are calculated based on assets under management and billed quarterly in arrears.”
• “The minimum is prorated for partial periods and adjusted annually based on changes in the Consumer Price Index for All Urban Consumers (“CPI-U”), as described in the applicable investment management agreement.”

How Lestna Retirement, LLC’s fees compare

• Its hourly rate of $350 is above the Illinois median of $273. 68% of the 215 other Illinois planners that publish an hourly rate charge less.
• 34 of the 54 other planners in Chicago that publish an hourly rate charge less.
• Its flat or project fee of $10,000-$18,000 is above the Illinois median of $4,500. 91% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 35 of the 41 other planners in Chicago that publish a flat or project fee charge less.
• Its annual fee of $10,000 is above the Illinois median of $7,500. 60% of the 77 other Illinois planners that publish an annual fee charge less.
• 15 of the 25 other planners in Chicago that publish an annual fee charge less.

About Lestna Retirement, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2014 (12 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

0.7% a year

Minimum

$5,000 minimum fee (stated in brochure)

Clients

18

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$3,816,026

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

171753

Website

youtube.com/vitalynovok (opens in new tab)

Phone

(312) 971-7071

Other planners in Chicago that publish fees

• Altair Advisers, LLCChicago$200⁠-⁠$500/hr
• Altman AdvisorsChicago$500/hr, $25,000
• Arena Private WealthChicago$250/hr
• Bayworth CapitalChicago$1,000⁠-⁠$10,000
• Blute Financial CoachingChicago$75/hr
• Bold Vision FinancialChicago$385/hr, $120⁠-⁠$500/mo

Compare all 131 planners in Chicago