Midland Wealth Management fees and pricing

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

According to its Form ADV Part 2A brochure dated April 29, 2026, Midland Wealth Management charges $125⁠-⁠$300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $125⁠-⁠$300/hr; “Hourly fees range from $125 to $300 per hour.”

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

“The investment advisory fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
“Fees are based on the market value of assets and are billed monthly at the end of each monthly period.”
“The balance shall be invoiced upon completion of the agreed upon deliverable[s].”

Its hourly rate of $125-$300 spans the Illinois median of $273. 25% of the 215 other Illinois planners that publish an hourly rate charge less.

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
Minimum: $500 minimum fee (stated in brochure)
Clients: 138
Employees: 32
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $3,160,007,607
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 324997
Website: linkedin.com/company/midland-wealth-management/mycompany (opens in new tab)
Phone: (312) 660-6516

Can advise clients in 4 states: Illinois, Missouri, New York, Texas

Is something on this page wrong or out of date?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.