PlannerFees

Pluto Wealth Management fees and pricing

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

According to its Form ADV Part 2A brochure dated March 25, 2026, Pluto Wealth Management charges $200 an hour, a flat or project fee of $2,500⁠-⁠$10,000, and a monthly fee of $150⁠-⁠$175 for financial planning.

Published fees

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

Hourly rate
$200/hr
“The Advisors hourly fee will be billed at a rate of $200 per hour and will be negotiated and agreed upon by the parties in advance.”
Flat or project fee
$2,500⁠-⁠$10,000
“The fee for a financial plan is in the range of $2,500 to $10,000 depending upon the scope and complexity of the project.”
Monthly fee
$150⁠-⁠$175/mo
“Our Subscription service is provided on the topics of Budget Coaching at $150/month or Financial Planning at $175/month.”

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

How Pluto Wealth Management bills

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

  • “If the final fee is not paid by the client upon delivery of the financial plan, the client is required to pay the fee within 5 business days of project completion.”
  • “The client must approve, in writing by both parties, the change in scope in advance of the additional work being performed when a fee increase is necessary.”
  • “Hourly fee-based clients are billed one half of the fee at the time of signing the Agreement with the Advisor and the other one half upon completion of the project.”

How Pluto Wealth Management’s fees compare

  • Its hourly rate of $200 is below the Illinois median of $273. 13% of the 215 other Illinois planners that publish an hourly rate charge less.
  • Its flat or project fee of $2,500-$10,000 spans the Illinois median of $4,500. 68% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Pluto Wealth Management

“The firm offers financial planning and discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, business entities and corporations.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Business owners

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
6
Employees
1
Works with
Individuals and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, newsletters and publications, educational seminars and workshops, and other services
Assets managed
$1,779,890
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
307295
Website
plutowm.com (opens in new tab)
Phone
(312) 488-9548

Can advise clients in 2 states: Arizona, Illinois

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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.