Lucas Group Financial Advisors, 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.

Hourly rate

$300⁠-⁠$600/hr

“On an hourly basis ranging from $300 to $600 per hour.”

Flat or project fee

$3,000⁠-⁠$25,000

“As a fixed fee, typically ranging from $3,000 to $25,000 depending on the nature and complexity of the engagement, the number of financial planning topic analysis areas requested by the Client, the number of hours to complete the engagement and the different reports to be produced.”

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

How Lucas Group Financial Advisors, LLC bills

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

• “New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted (date of first trade).”
• “For purposes of calculating fees, SEI deducts fees in arrears for the previous quarter.”
• “New accounts are charged a prorated fee from inception until the next billing date.”

How Lucas Group Financial Advisors, LLC’s fees compare

• Its hourly rate of $300-$600 is above the Illinois median of $273. 87% of the 215 other Illinois planners that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$25,000 spans the Illinois median of $4,500. 91% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Lucas Group Financial Advisors, LLC

• Firm size: 9 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning
• Business owners
• Insurance analysis
• 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

1.25% a year

Minimum

$300,000 in assets (stated in brochure)

Clients

416

Employees

9

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$337,658,673

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

326880

Website

lucasgroupfinancial.com (opens in new tab)

Phone

(815) 235-9610

Can advise clients in 5 states: Florida, Iowa, Illinois, New Hampshire, Wisconsin

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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