Promanage, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$75⁠-⁠$800/hr

“On an hourly basis, ranging from $75 - $800 per hour, depending on the nature and complexity of each client’s circumstances.”

Flat or project fee

$1,000⁠-⁠$150,000

“ProManage charges fees for Retirement Readiness Statement projects as a fixed fee, typically ranging from $1,000 - $150,000 or more.”

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

How Promanage, LLC bills

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

• “If a client elects to be billed in advance for the PROgram, the client will pay ProManage’s fee at the beginning of each calendar quarter.”
• “This fee is negotiable and may be waived based on plan sponsor’s participation in the PROgram as an automatic feature, assets in the plan, and plan design.”
• “ProManage, LLC ADV2A for All Services, version 09/29/2026 Page 10 Basic management reports, such as a Plan Health Check, are available at no extra charge to clients.”

How Promanage, LLC’s fees compare

• Its hourly rate of $75-$800 spans the Illinois median of $273. 87% of the 215 other Illinois planners that publish an hourly rate charge less.
• 44 of the 54 other planners in Chicago that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$150,000 spans the Illinois median of $4,500. 99% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 40 of the 41 other planners in Chicago that publish a flat or project fee charge less.

About Promanage, LLC

• Firm size: 9 employees.
• Registered as an adviser: 2004 (22 years).

Planning areas mentioned in the brochure

• Retirement planning

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

0.35% a year

Employees

9

Works with

Pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services

Assets managed

$4,058,757,523

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

133357

Website

linkedin.com/company/promanage-llc (opens in new tab)

Phone

(312) 456-0665

Can advise clients in 7 states: Illinois, Indiana, Michigan, Minnesota, Missouri, Texas, Wisconsin

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