Petrarch Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“PROJECT-BASED PLANNING FEES Hourly fee of $250 per hour based on complexity and unique client needs.”

Annual fee

$600⁠-⁠$6,000/yr

“COMPREHENSIVE PLANNING FEES Comprehensive Financial Planning Services are offered based on annual fee of $600 $6,000, which will be charged in equal monthly payments.”

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

How Petrarch Wealth Management bills

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

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The annual fee is negotiable and may be charged as a percentage of the Included Assets or as a flat fee.”

How Petrarch Wealth Management’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.
• 17 of the 54 other planners in Chicago that publish an hourly rate charge less.
• Its annual fee of $600-$6,000 is below the Illinois median of $7,500. 21% of the 77 other Illinois planners that publish an annual fee charge less.
• 3 of the 25 other planners in Chicago that publish an annual fee charge less.

About Petrarch Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 years).

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

3% a year

Clients

40

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$11,945,257

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

319001

Website

instragram.com/fortuna_wealth (opens in new tab)

Phone

(612) 888-0414

Can advise clients in 3 states: California, Illinois, Minnesota

Other planners in Chicago that publish fees

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• Bayworth CapitalChicago$1,000⁠-⁠$10,000
• Blute Financial CoachingChicago$75/hr
• Bold Vision FinancialChicago$385/hr, $120⁠-⁠$500/mo

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