Prism Planning Partners fees and pricing

Published fees

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

Hourly rate

$350⁠-⁠$500/hr

“Fees for consulting services are based on an hourly rate between $350 and $500 per hour.”

Flat or project fee

$6,500

“Fees for financial planning services are generally charged a flat rate of $6,500.”

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

How Prism Planning Partners bills

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

• “New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted (date of account transfer).”
• “The fee will be billed to the client and due within thirty (30) days of a financial plan being delivered or consultation rendered or for complex planning, fees may be billed on a quarterly basis.”
• “The services may be billed at the time work is performed, although contracts may specify the total number of hours expected in total.”

How Prism Planning Partners’ fees compare

• Its hourly rate of $350-$500 is above the Illinois median of $273. 86% of the 215 other Illinois planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Libertyville that publish an hourly rate charge less.
• Its flat or project fee of $6,500 is above the Illinois median of $4,500. 70% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Libertyville that publish a flat or project fee charge less.

About Prism Planning Partners

• Firm size: 4 employees.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Insurance analysis
• 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

1.25% a year

Clients

151

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$241,542,869

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

290485

Website

linkedin.com/company/prismplanningpartners (opens in new tab)

Phone

(847) 250-9870

Can advise clients in 4 states: California, Florida, Illinois, Wisconsin

Other planners in Libertyville that publish fees

• Inspirion Wealth Advisors, LLCLibertyville$300/hr, $1,000⁠-⁠$10,000
• Knight Investment Planning, LLCLibertyville$180⁠-⁠$360/hr
• Optimum Retirement Planning LLCLibertyville$2,500⁠-⁠$7,500, $3,500⁠-⁠$35,000/yr
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000

Compare all 5 planners in Libertyville