Paisley Financial LLC fees and pricing

Published fees

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

Hourly rate

$250/hr

“An hourly fee of $250 per hour may be charged.”

Flat or project fee

$1,500⁠-⁠$5,000

“Fixed fees will generally range from $1,500 - $5,000.”

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

How Paisley Financial LLC bills

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

• “One-half of the anticipated total hourly fee is generally due and payable at the time the client’s agreement is executed, and the remainder of the fee is due upon presentation of a plan or the rendering of consulting services.”
• “In lieu of an hourly fee, a fixed fee may be charged to clients, half of which is generally due and payable at the time the client’s agreement is executed, and the remainder of the fee is due upon presentation of a plan or the rendering of consulting services.”
• “Upon delivery and acceptance of the plan by the client, the amount received as a deposit will be applied to the agreed upon fee.”

How Paisley Financial LLC’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.
• Its flat or project fee of $1,500-$5,000 spans the Illinois median of $4,500. 37% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Paisley Financial LLC

• Firm size: 2 employees.
• Registered as an adviser: 2009 (17 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

Clients

141

Employees

2

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, and pension consulting

Assets managed

$34,576,162

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

150727

Website

YOUTUBE.COM/user/paisleyfinancial/videos (opens in new tab)

Phone

(312) 878-8500

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