Pensinger Financial, Inc. fees and pricing

Financial planner in Lemont, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 23, 2026, Pensinger Financial, Inc. charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 23, 2026. Fees can change, so confirm with the firm before you hire them.

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

“These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
“Clients may terminate the agreement without penalty for a full refund of Pensinger Financial's fees within five business days of signing the Investment Advisory Contract.”
“The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”

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.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2014 (12 years).

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: 1.5% a year
Clients: 79
Employees: 1
Works with: Individuals, high net worth individuals, businesses, and other
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed: $50,301,863
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 169718
Website: 401knowledge.com (opens in new tab)
Phone: (630) 754-7580

Is something on this page wrong or out of date?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.