Ocean Ivy Capital fees
Financial planner in Naperville, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 12, 2026, Ocean Ivy Capital (Naperville, IL) charges $255 an hour and a flat or project fee of $2,500-$5,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 12, 2026. Fees can change.
- Hourly rate
- $255/hr
Below the Illinois median of $275; 47% of the 115 other planners in Illinois that publish an hourly rate charge less. 1 of the 3 other planners in Naperville charges less.
“Financial Planning engagements are offered at an hourly rate of $255.”
- Flat or project fee
- $2,500-
$5,000 Runs from below the Illinois median of $4,975 to above it.
“Fixed fee rates range from $2,500 to $5,000 as determined during the initial discovery process.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Ocean Ivy Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Half of the fee is due when the Advisory Contract is signed and the remainder is due upon completion of the services.”
About Ocean Ivy Capital
- Principal: Vipul Thakker
Planning areas mentioned in the brochure
- Retirement planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 12, 2026
- CRD number
- 342276 (opens in new tab)
- Phone
- (816) 582-6235
Other planners in Naperville that publish fees
- April Asset Management LLCNapervilleHourly up to $300/hr, Flat up to $5,000
- Lotic Financial Planning LLCNapervilleHourly $200/hr
- DHJJ Financial AdvisorsNapervilleHourly $150-$495/hr
- Lantz Financial LLCNapervilleAnnual from $1,000/yr
- NexJenn Financial ServicesNapervilleFlat $5,500-$10,000, Monthly $450-$835/mo
- Schabell Financial, LLCNapervilleFlat $750
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.