Piershale Wealth Management, LLC fees and pricing
Financial planner in Crystal Lake, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 19, 2025, Piershale Wealth Management, LLC charges $300 an hour, a flat or project fee of $2,000-$4,000, and an annual fee of $4,000-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 19, 2025. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Any earned but unpaid fees will be billed for work completed up to the date of termination at the rate of $300 per hour.”
- Flat or project fee
- $2,000-$4,000
“Tax Planning Fee Tax Planning is offered for $2,000 to $4,000 based upon complexity and in certain cases may be negotiable.”
- Annual fee
- $4,000-$15,000/yr
“Ongoing Financial Planning Fee Ongoing Financial Planning will generally be offered on a fixed fee basis and can range between $4,000 and $15,000 per year depending on complexity.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Piershale Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable on a per client basis.”
- “Accounts initiated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
- “Upon termination of the Client Contract, prorated fees will be refunded to the Client.”
How Piershale Wealth Management, 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.
- Its flat or project fee of $2,000-$4,000 is below the Illinois median of $4,500. 33% of the 175 other Illinois planners that publish a flat or project fee charge less.
- Its annual fee of $4,000-$15,000 spans the Illinois median of $7,500. 57% of the 77 other Illinois planners that publish an annual fee charge less.
About Piershale Wealth Management, LLC
“Upon engaging the firm to provide financial planning services, a Client will be taken through establishing their goals and values around money.”
- Principal: John Piershale
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- 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
- 1.15% a year
- Clients
- 52
- Employees
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $26,979,876
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 312770
- Phone
- (815) 893-2577
Other planners in Crystal Lake that publish fees
- Sansone CPA & FinancialCrystal Lake$300/hr, $1,500-$9,500
- 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
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.