Pickwick Wealth Management fees and pricing

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

According to its Form ADV Part 2A brochure dated February 25, 2026, Pickwick Wealth Management charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “Full Financial Plans and Consulting Services are offered based on an hourly fee of $350 per hour.”

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.”
“The fees are charged monthly in arrears and are based on the average daily account balance for the period for the prior month.”
“The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”

Its hourly rate of $350 is above the Illinois median of $273. 68% of the 215 other Illinois planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 3% a year
Clients: 20
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $11,422,315
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 333483
Website: pickwickwealth.com (opens in new tab)
Phone: (847) 730-5597

Is something on this page wrong or out of date?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