Maplewood Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$995⁠-⁠$5,000

“Fixed fee rates typically range from $995 to $5,000.”

Annual fee

$6,000/yr

“The minimum annual fee for this service is $6,000, which may be waived at the discretion of MW.”

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

How Maplewood Wealth bills

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

• “Fees could be negotiable based on factors such as the complexity of your financial situation or total assets under management.”
• “The fee is paid monthly or quarterly in advance based on the average daily balance of the client’s accounts.”
• “If paying via EFT or check, we use an independent third-party payment processor, through which the client can securely input their banking 8 information and pay their fee.”

How Maplewood Wealth’s fees compare

• Its flat or project fee of $995-$5,000 spans the Illinois median of $4,500. 33% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Arlington Heights that publish a flat or project fee charge less.
• Its annual fee of $6,000 is below the Illinois median of $7,500. 42% of the 77 other Illinois planners that publish an annual fee charge less.

About Maplewood Wealth

• Principal: Matthew Barnard
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2023 (3 years).

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

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.5% a year

Minimum

$6,000 minimum fee (stated in brochure)

Clients

8

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$3,535,349

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328353

Website

instagram.com/maplewood.wealth (opens in new tab)

Phone

(309) 825-8939

Other planners in Arlington Heights that publish fees

• Baldwin Financial Advisors, LLCArlington Heights$660⁠-⁠$7,490
• Directional Asset Management, LLCArlington Heights$175/hr
• Signature Financial Services, LTDArlington Heights$100⁠-⁠$400/hr
• Vidarrow Investment AdvisorsArlington Heights$395/hr, $2,000⁠-⁠$50,000
• Voyage Point Wealth ManagementArlington Heights$250/hr, $1,500⁠-⁠$3,500

Compare all 7 planners in Arlington Heights