Merino Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Our hourly rate is $500.”

Flat or project fee

$2,000⁠-⁠$5,000

“This account is separate from MWM’s portfolio management fee. 6 Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge of $2,000 - $5,000 depending on complexity and an ongoing fee that is paid semi-annually in advance, at the rate of $8,000 - $25,000 per year.”

Annual fee

$8,000⁠-⁠$25,000/yr

From the same sentence as above.

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

How Merino Wealth Management bills

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

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How Merino Wealth Management’s fees compare

• Its hourly rate of $500 is above the Illinois median of $273. 90% of the 215 other Illinois planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Glenview that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$5,000 spans the Illinois median of $4,500. 41% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Glenview that publish a flat or project fee charge less.
• Its annual fee of $8,000-$25,000 is above the Illinois median of $7,500. 84% of the 77 other Illinois planners that publish an annual fee charge less.

About Merino Wealth Management

• Principal: Jessica Merino
• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Cash flow and budgeting

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

3% a year

Clients

83

Employees

2

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 selecting other advisers

Assets managed

$47,181,094

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

317535

Website

instagram.com/merinowealth (opens in new tab)

Phone

(312) 809-1109

Can advise clients in 2 states: California, Illinois

Other planners in Glenview that publish fees

• CoyleGlenview$50⁠-⁠$150/mo
• Echo Prudent Capital LLCGlenview$50⁠-⁠$300/hr, $100⁠-⁠$5,000
• Reserve Fund AdvisersGlenview$250/hr
• Threshold Wealth Advisors LLCGlenview$1,000⁠-⁠$25,000

Compare all 7 planners in Glenview