Peak Wealth Planning, LLC fees and pricing
Financial planner in Chicago, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 3, 2026, Peak Wealth Planning, LLC charges $300 an hour and an annual fee of $4,000-$24,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“These services may be provided on an annual retainer or a project basis at $300 per hour, or for a negotiable ongoing asset-based fee as agreed upon with the client and as set forth in the agreement for services.”
- Annual fee
- $4,000-$24,000/yr
“The fees for Financial Planning services for new clients are as follows: $4,000 to $24,000 annual fee.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Peak Wealth Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our annual fee is billed quarterly in arrears.”
- “The annual fees are billed to the client(s) in arrears on a quarterly basis.”
- “The annual fees are billed to the client(s) in arrears on a quarterly basis.”
How Peak Wealth Planning, LLC’s fees compare
- Its hourly rate of $300 is above the Illinois median of $273. 52% of the 215 other Illinois planners that publish an hourly rate charge less.
- 25 of the 54 other planners in Chicago that publish an hourly rate charge less.
- Its annual fee of $4,000-$24,000 spans the Illinois median of $7,500. 79% of the 77 other Illinois planners that publish an annual fee charge less.
- 20 of the 25 other planners in Chicago that publish an annual fee charge less.
About Peak Wealth Planning, LLC
“Peak Wealth offers Financial Planning services on an annual retainer basis. Peak Wealth offers personalized Financial Planning services that are customized for each individual client.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2014 (12 years).
Planning areas mentioned in the brochure
- Estate planning
- 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
- 2.5% a year
- Minimum
- $1,000,000 in assets (stated in brochure)
- Clients
- 30
- Employees
- 2
- 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 other services
- Assets managed
- $66,146,198
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 170262
- Phone
- (217) 303-5040
Other planners in Chicago that publish fees
- Altair Advisers, LLCChicago$200-$500/hr
- Altman AdvisorsChicago$500/hr, $25,000
- Arena Private WealthChicago$250/hr
- Bayworth CapitalChicago$1,000-$10,000
- Blute Financial CoachingChicago$75/hr
- Bold Vision FinancialChicago$385/hr, $120-$500/mo
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.