Modern Capital Concepts fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$450/hr

“The firms basic hourly fee charge for financial planning services is $450 per hour however the firm offers a variety of financial planning service offerings:”

Flat or project fee

$3,000

“For Workplace Wellness Program Financial Wellness Lunch and Learn A fixed fee of $3,000 per Financial Wellness program provided to clients Business Brain Trust A fee of $250 per month is charged for our Business Brain Trust services.”

Monthly fee

$250/mo

From the same sentence as above.

Quarterly fee

$2,000/qtr

“Clients selecting the Personal Financial Strategy will be charged a fixed quarterly fee of $2,000 per threemonth period for clients that need more extensive help with:”

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

How Modern Capital Concepts bills

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

• “In the event that there is a remaining balance of any fees paid in advance after the deduction of fees from the final invoice, those remaining proceeds will be refunded by Modern Capital Concepts to you.”
• “General Consulting Services General consulting is billed at a flat rate of $2,000 for each day services are provided.”
• “You should notify Modern Capital Concepts within ten (10) days of receipt of an invoice if you have questions about or dispute any billing entry.”

How Modern Capital Concepts’ fees compare

• Its hourly rate of $450 is above the Illinois median of $273. 87% of the 215 other Illinois planners that publish an hourly rate charge less.
• 45 of the 54 other planners in Chicago that publish an hourly rate charge less.
• Its flat or project fee of $3,000 is below the Illinois median of $4,500. 33% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 14 of the 41 other planners in Chicago that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Modern Capital Concepts

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Divorce
• Insurance analysis

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

189

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

170396

Website

moderncapitalconcepts.com (opens in new tab)

Phone

(312) 316-8120

Other planners in Chicago that publish fees

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• Bayworth CapitalChicago$1,000⁠-⁠$10,000
• Blute Financial CoachingChicago$75/hr
• Bold Vision FinancialChicago$385/hr, $120⁠-⁠$500/mo

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