Mygen Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“In the event the client decides to terminate the agreement early, the client will be responsible for payment of our services provided prior to termination, based on an hourly rate of $250 multiplied by the hours worked prior to termination.”

Flat or project fee

$250⁠-⁠$750

“The fixed onboarding fee typically ranges from $250 to $750, based on the complexity of the client’s financial situation.”

Monthly fee

$125⁠-⁠$500/mo

“Additionally, to cover the ongoing review and maintenance of client financial plan, we also charge an ongoing monthly subscription fee, typically ranging from $125 to $500 per month (equivalent to $1,500 to $6,000 annually).”

Annual fee

$1,500⁠-⁠$6,000/yr

From the same sentence as above.

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

How Mygen Planning bills

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

• “Fees could be negotiable based on factors such as the complexity of the client’s financial situation or total assets under management.”
• “February 4, 2026​ ​ 8 Portfolio Management Services Fees The annual advisory fee is based on a percentage of the client’s assets under management, paid quarterly and in arrears, according to the schedule below.”
• “At the same time, we will send the client an invoice reflecting the formula used to calculate the fee, the amount of assets under management on which the fee is calculated, and the time period covered by the fee.”

How Mygen Planning’s fees compare

• Its hourly rate of $250 is below the Illinois median of $273. 27% of the 215 other Illinois planners that publish an hourly rate charge less.
• 17 of the 54 other planners in Chicago that publish an hourly rate charge less.
• Its flat or project fee of $250-$750 is below the Illinois median of $4,500. 2% of the 175 other Illinois planners that publish a flat or project fee charge less.
• None of the 41 other planners in Chicago that publish a flat or project fee charge less.
• Its annual fee of $1,500-$6,000 is below the Illinois median of $7,500. 25% of the 77 other Illinois planners that publish an annual fee charge less.
• 6 of the 25 other planners in Chicago that publish an annual fee charge less.

About Mygen Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

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

0.35% a year

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333546

Website

mygenplanning.com (opens in new tab)

Phone

(630) 659-4846

Other planners in Chicago that publish fees

• Altair Advisers, LLCChicago$200⁠-⁠$500/hr
• Altman AdvisorsChicago$500/hr, $25,000
• Arena Private WealthChicago$250/hr
• Bayworth CapitalChicago$1,000⁠-⁠$10,000
• Blute Financial CoachingChicago$75/hr
• Bold Vision FinancialChicago$385/hr, $120⁠-⁠$500/mo

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