Mirretti Perryman Wealth Strategies, LLC 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

$300/hr

“Financial planning fees will be billed at the rate of $300 per hour or a fixed fee mutually agreed upon by the client and MPWS.”

Flat or project fee

$1,500⁠-⁠$5,000

“Fixed fee engagements typically range from $1,500 to $5,000.”

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

How Mirretti Perryman Wealth Strategies, LLC bills

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

• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the firm.”
• “Exceptions may be granted subject to the firm’s consent for clients to be billed directly for our fees.”
• “The balance shall be invoiced upon completion of the agreed upon deliverable(s).”

How Mirretti Perryman Wealth Strategies, LLC’s fees compare

• Its hourly rate of $300 is above the Illinois median of $273. 52% of the 215 other Illinois planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 spans the Illinois median of $4,500. 37% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Mirretti Perryman Wealth Strategies, LLC

• Firm size: 4 employees.
• Registered as an adviser: 2022 (4 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

Clients

176

Employees

4

Works with

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

Services reported to regulators

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

Assets managed

$178,897,115

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

319408

Website

mirrettiperryman.com (opens in new tab)

Phone

(847) 983-0123

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

Other planners in Skokie that publish fees

• Financial Solutions, Inc.Skokie$100⁠-⁠$500/mo, $300⁠-⁠$1,500/qtr
• 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

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