Propel Financial Advisors, LLC fees
Financial planner in Chicago, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Propel Financial Advisors, LLC (Chicago, IL) charges $150-$300 an hour for financial planning.
- Website: propelfinancialadvisors.com (opens in new tab)
- Call (773) 612-6391
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change.
- Hourly rate
- $150-
$300/hr Runs from below the Chicago median of $250 to above it. Runs from below the Illinois median of $275 to above it.
“Version 3-25-2026 8 Financial planning fees to individual clients are offered on an hourly basis with fees of $150- $300 per hour based on the complexity of the service.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CPA and CFA
- Team size
- 4 employees
- Registered since
- 2018 (8 years)
How Propel Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Client accounts are billed and payable quarterly in advance, with prior quarter inflows included in the quarterly bill.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “If a client fails to provide all documentation required to create a financial plan or terminates the planning process before the plan is completed, all hourly fees earned will be invoiced to the client.”
About Propel Financial Advisors, LLC
Planning areas mentioned in the brochure
- Retirement planning
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 120
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $53.1 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 31, 2026
- CRD number
- 299279 (opens in new tab)
- Phone
- (773) 612-6391
Registered in 4 states: Illinois, Louisiana, New York, Tennessee
Other planners in Chicago that publish fees
- Mindful Money Financial Counsel, LLCChicagoHourly $600/hr, Flat $3,000-$6,000
- HG Wealth Management, LLCChicagoHourly $250/hr, Annual $1,000-$10,000/yr
- Chase Allen WealthChicagoHourly $350/hr, Flat $3,000-$7,500
- Invest Capital LLCChicagoHourly $200/hr
- The Mosaic Financial Group, LLCChicagoHourly $150-$450/hr, Flat $1,250-$10,000
- Clancy Capital Advisors LLCChicagoHourly $300/hr, Flat $800-$10,000 2025 brochure
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.