Mcculley Financial Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Service Level 1 / Bronze 2 / Silver 3 / Gold Monthly Fee $250/mo or $500/mo or $1000/mo or Assets $500k+ in assets $1m+ in assets $2m+ in assets If any additional services are requested or required by the client, the client will be charged at an hourly rate of $250.”

Monthly fee

$250⁠-⁠$1,000/mo

From the same sentence as above.

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

How Mcculley Financial Group, LLC bills

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

• “These hourly fees for advice are billed monthly in arrears.”
• “Fees for advice are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of previous month.”
• “Clients can terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”

How Mcculley Financial 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.

About Mcculley Financial Group, LLC

• Firm size: 4 employees.
• Registered as an adviser: 2024 (2 years).

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% a year

Clients

141

Employees

4

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

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

Assets managed

$188,677,227

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

154891

Website

linkedin.com/company/mcculley-financial-group (opens in new tab)

Phone

(312) 219-9000

Can advise clients in 3 states: Florida, Illinois, Texas

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

Compare all 526 planners in Illinois