Lotic Financial Planning LLC fees
Financial planner in Naperville, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 24, 2026, Lotic Financial Planning LLC (Naperville, IL) charges $200 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 24, 2026. Fees can change.
- Hourly rate
- $200/hr
Below the Illinois median of $275; 9% of the 115 other planners in Illinois that publish an hourly rate charge less. None of the 3 other planners in Naperville charge less.
“Our hourly rate for Project-Based Financial Planning is $200.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Lotic Financial Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Client Agreement.”
- “Fees are due upon completion of the services.”
About Lotic Financial Planning LLC
“We provide project-based financial planning services on a limited scope one-time engagement.”
- Principal: Daryl Varney
- Founded: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of July 24, 2026
- CRD number
- 340561 (opens in new tab)
- Phone
- (630) 332-5250
Other planners in Naperville that publish fees
- April Asset Management LLCNapervilleHourly up to $300/hr, Flat up to $5,000
- NexJenn Financial ServicesNapervilleFlat $5,500-$10,000, Monthly $450-$835/mo
- Schabell Financial, LLCNapervilleFlat $750
- Lantz Financial LLCNapervilleAnnual from $1,000/yr
- Ocean Ivy CapitalNapervilleHourly $255/hr, Flat $2,500-$5,000
- Stone Island Financial PlanningNapervilleHourly $300-$500/hr
Is something on this page wrong or out of date?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.