PlannerFees

Mps-Loria Financial Planners,llc fees and pricing

Financial planner in Burr Ridge, Illinois. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 24, 2026, Mps-Loria Financial Planners,llc charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200/hr
“(A) Fee Schedule Financial planning is billed at a rate of $200 per hour.”

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

How Mps-Loria Financial Planners,llc bills

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

  • “Fees for partial quarters will be prorated.”
  • “Upon client request, MPS LORIA will send an invoice for payment of its advisory fees.”

How Mps-Loria Financial Planners,llc’s fees compare

  • Its hourly rate of $200 is below the Illinois median of $273. 13% of the 215 other Illinois planners that publish an hourly rate charge less.
  • 1 of the 2 other planners in Burr Ridge that publish an hourly rate charge less.

About Mps-Loria Financial Planners,llc

“Financial Planners, LLC maintains business hours from 8:30 AM to 4:30PM (CST). (B) MPS LORIA Financial Planners, LLC ("the firm", "the adviser" or "MPS LORIA") provides investment advisory services and financial planning for clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 7 employees.
  • Registered as an adviser: 2006 (20 years).

Planning areas mentioned in the brochure

  • Retirement planning

Firm details from Form ADV

How the firm is paid
Hourly fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.25% a year
Clients
679
Employees
7
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$826,570,486
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
122866
Website
mpsloria.com (opens in new tab)
Phone
(630) 887-4404

Can advise clients in 11 states: Arizona, Colorado, Florida, Illinois, Indiana, Michigan, Missouri, Ohio, Tennessee, Texas, Wisconsin

Other planners in Burr Ridge that publish fees

Compare all 5 planners in Burr Ridge

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.