O'connor Financial Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 14, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500

“The one-time initial financial planning fee is typically $1,500 and the recurring monthly financial planning fee typically ranges between $100 to $1,000 per month, but such fees will vary based on the nature and complexity of a client’s financial situation Page 7 of 22 Date of Brochure:”

Monthly fee

$100⁠-⁠$1,000/mo

From the same sentence as above.

Annual fee

$1,000⁠-⁠$40,000/yr

“Incidental cash is included in the assets upon which fees are assessed.​ ​ For clients charged pursuant to a flat fee schedule, the flat fee generally ranges from $1,000 to $40,000 per year, charged monthly in advance.”

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

How O'connor Financial Group LLC bills

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

• “Each client should review the services agreement signed with us for the fees that will be charged and how fees will be payable.”
• “Fees are deducted in advance on a monthly basis from clients’ assets and based upon the market value of such assets managed and advised by Adviser as of the last day of the prior calendar month.”

How O'connor Financial Group LLC’s fees compare

• Its flat or project fee of $1,500 is below the Illinois median of $4,500. 13% of the 175 other Illinois planners that publish a flat or project fee charge less.
• Its annual fee of $1,000-$40,000 spans the Illinois median of $7,500. 91% of the 77 other Illinois planners that publish an annual fee charge less.

About O'connor Financial Group LLC

• Firm size: 7 employees.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

355

Employees

7

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$275,258,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

168636

Website

facebook.com/oconnorfinancialgroup (opens in new tab)

Phone

(217) 223-0113

Can advise clients in 8 states: Florida, Iowa, Illinois, Indiana, Missouri, Nebraska, Tennessee, Texas

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• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr

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