Mckenna Capital, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“The negotiated hourly fee for these services is between $250 and $500.”

Flat or project fee

$500⁠-⁠$10,000

“The negotiated fixed rate for creating client financial plans is between $500 and $10,000.”

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

How Mckenna Capital, Inc. bills

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

• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of McKenna Capital's fees within five business days of signing the Investment Advisory Contract.”
• “The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”

How Mckenna Capital, Inc.’s fees compare

• Its hourly rate of $250-$500 spans the Illinois median of $273. 77% of the 215 other Illinois planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Wheaton that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Illinois median of $4,500. 56% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Mckenna Capital, Inc.

• Firm size: 2 employees.
• Registered as an adviser: 2017 (9 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

2% a year

Clients

39

Employees

2

Works with

Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles

Assets managed

$83,397,613

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

286623

Website

mckennacorp.com (opens in new tab)

Phone

(312) 505-0091

Other planners in Wheaton that publish fees

• Brookstone Wealth Advisors, LLCWheaton$500/yr
• Lamke Financial LLCWheaton$190/hr, $3,000⁠-⁠$4,500
• Timothy Financial Counsel, Inc.Wheaton$375/hr
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000

Compare all 7 planners in Wheaton