PlannerFees

Mendel Money Management Inc fees and pricing

Financial planner in Northbrook, Illinois. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 10, 2026, Mendel Money Management Inc charges $250⁠-⁠$500 an hour, a flat or project fee of $1,500⁠-⁠$3,000, and a monthly fee of $100 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250⁠-⁠$500/hr
“As a fixed fee, typically ranging from $1,500 to $3,000, depending on the nature and complexity of each client’s circumstances On an hourly basis of $250 to $500 per hour, or On a monthly subscription basis of $100 per month.”
Flat or project fee
$1,500⁠-⁠$3,000

From the same sentence as above.

Monthly fee
$100/mo

From the same sentence as above.

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

How Mendel Money Management Inc bills

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

  • “Fixed fee and hourly financial planning and consulting fees are typically invoiced and due in arrears upon presentation of the financial plan or completion of the consulting engagement for the client.”
  • “Financial planning subscription fees are charged monthly in advance.”
  • “If the client made an advance payment, the Firm would refund any unearned portion of the advance payment. 11 We may terminate any of the aforementioned agreements at any time by notifying the client in writing.”

How Mendel Money Management 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.
  • 3 of the 3 other planners in Northbrook that publish an hourly rate charge less.
  • Its flat or project fee of $1,500-$3,000 is below the Illinois median of $4,500. 23% of the 175 other Illinois planners that publish a flat or project fee charge less.
  • 2 of the 4 other planners in Northbrook that publish a flat or project fee charge less.

About Mendel Money Management Inc

“The Firm, a registered investment adviser, provides investment supervisory services on a discretionary basis for individuals, individual retirement plans, sponsors of employee benefit plans (defined contribution and defined benefit), trusts, charitable organizations and corporations or other business entities.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 7 employees.
  • Registered as an adviser: 1989 (37 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Insurance analysis
  • Cash flow and budgeting
  • Charitable giving

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
211
Employees
7
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed
$317,088,290
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
105974
Website
facebook.com/mendelmoneymanagement (opens in new tab)
Phone
(847) 564-0970

Can advise clients in 9 states: California, Colorado, Florida, Illinois, Louisiana, Massachusetts, New Hampshire, New York, Texas

Other planners in Northbrook that publish fees

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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.