Manage Your Financial Life fees and pricing
Financial planner in Northfield, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 3, 2026, Manage Your Financial Life charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“We charge an hourly fee at a rate of $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Manage Your Financial Life bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable, and your Advisory Contract will outline the final agreed-upon fee.”
- “Instructions will be provided on the invoice.”
- “Should any fees collected in advance exceed the amount of work conducted, Advisor will provide a prorated refund within 30 days from the notice of termination.”
How Manage Your Financial Life’s fees compare
- Its hourly rate of $250 is below the Illinois median of $273. 27% of the 215 other Illinois planners that publish an hourly rate charge less.
- None of the 2 other planners in Northfield that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Manage Your Financial Life
- Principal: Nancy Doyle
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2003 (23 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 329796
- Phone
- (847) 867-2630
Other planners in Northfield that publish fees
- Engage Wealth Group, LLCNorthfield$600/hr, $6,000
- The Planning GroupNorthfield$100-$500/hr, $500-$25,000
- 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
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.