Lifepoint Planning fees and pricing

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

According to its Form ADV Part 2A brochure dated February 18, 2026, Lifepoint Planning charges $500 an hour for financial planning.

Published fees

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

Hourly rate: $500/hr; “Upon termination of the account, any unearned fee will be refunded to the client. 9 Financial Planning Hourly Fee Hourly Financial Planning engagements are offered at an hourly rate of $500 per hour, depending on complexity.”

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

“Advisory fees are billed monthly or quarterly in advance on a pro-rata basis based on the value of the account(s) on or near the last day of the month.”
“The fees will be billed 12 times per year.”
“An account may be terminated with written notice at least 30 calendar days in advance.”

Its hourly rate of $500 is above the Illinois median of $273. 90% of the 215 other Illinois planners that publish an hourly rate charge less.

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: 3% a year
Clients: 110
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $168,461,233
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 296911
Website: facebook.com/LifePointPlanning (opens in new tab)
Phone: (844) 505-3618

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.