Obar Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$275/hr

“We charge an hourly fee of $275, paid upon completion, for Project-Based Financial Planning.”

Annual fee

$7,500/yr

“For Clients with less than $750,000 in managed assets For Clients with more than $750,000 in managed assets The annual fee for OWM’s Investment Management services is $7,500.”

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

How Obar Wealth Management LLC bills

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

• “Fees are negotiable and the final agreed upon fee will be outlined in the Client’s Advisory Contract.”
• “The annual advisory fee is paid quarterly in arrears.”
• “Fees are negotiable and the final agreed upon fee will be outlined in the Client’s Advisory Contract.”

How Obar Wealth Management LLC’s fees compare

• Its hourly rate of $275 is above the Illinois median of $273. 50% of the 215 other Illinois planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Lake Forest that publish an hourly rate charge less.
• Its annual fee of $7,500 matches the Illinois median of $7,500. 49% of the 77 other Illinois planners that publish an annual fee charge less.
• None of the 2 other planners in Lake Forest that publish an annual fee charge less.

About Obar Wealth Management LLC

• Principal: Nathaniel Gandy
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

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

2% a year

Clients

14

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and other services

Assets managed

$2,275,705

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332815

Website

obarwm.com (opens in new tab)

Phone

(847) 613-1282

Other planners in Lake Forest that publish fees

• Crescent Grove AdvisorsLake Forest$3,000⁠-⁠$150,000/yr
• Horizon Capital Management, LLCLake Forest$10,000/yr
• North Shore Capital Group Investment Advisors, IncLake Forest$300/hr
• Wright Benefit Advisors Inc.Lake Forest$130⁠-⁠$385/hr

Compare all 7 planners in Lake Forest