Margin Advisory Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Consulting services are offered based on an hourly fee of $250 per hour.”

Flat or project fee

$500⁠-⁠$7,500

“Financial planning services are offered based on a negotiable fixed fee ranging from $500 to $7,500 dependent upon the complexity of the Client’s specific situation.”

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

How Margin Advisory Group LLC bills

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

• “The fees are charged monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The annual fee is negotiable and may be charged as a percentage of the Included Assets or as a flat fee.”

How Margin Advisory Group LLC’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.
• Its flat or project fee of $500-$7,500 spans the Illinois median of $4,500. 45% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Margin Advisory Group LLC

• Firm size: 2 employees.
• Registered as an adviser: 2026.

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

2% a year

Employees

2

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

341653

Website

marginadvisorygroup.com (opens in new tab)

Phone

(812) 205-4331

Can advise clients in 2 states: Illinois, Indiana

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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