Outside the Box Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$450/hr

“The Financial Planning fee is an hourly rate between $250 and $450 per hour, depending on complexity.”

Flat or project fee

$3,500⁠-⁠$15,000

“The fixed fee can range between $3,500 and $15,000.”

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

How Outside the Box Financial Planning, LLC bills

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

• “The fee may be negotiable in certain cases.”
• “Fees for this service may be paid by electronic funds transfer, check, or credit card.”
• “Since this fee is paid in arrears, no rebate will be needed upon termination to account for any unearned fee.”

How Outside the Box Financial Planning, LLC’s fees compare

• Its hourly rate of $250-$450 spans the Illinois median of $273. 68% of the 215 other Illinois planners that publish an hourly rate charge less.
• Its flat or project fee of $3,500-$15,000 spans the Illinois median of $4,500. 78% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Outside the Box Financial Planning, LLC

• Principal: Ivan Havrylyan
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College 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

Minimum

No minimum stated in brochure

Clients

36

Employees

1

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

$10,124,587

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

290255

Website

otbfinancialplanning.com (opens in new tab)

Phone

(312) 554-5889

Other planners in Illinois that publish fees

• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr
• Altman AdvisorsChicago$500/hr, $25,000
• Ameribanc CorporationHoffman Estates$500/hr, $250⁠-⁠$5,000

Compare all 526 planners in Illinois