River Street Advisors, LLC fees
Financial planner in Aurora, Illinois. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 4, 2026, River Street Advisors, LLC (Aurora, IL) charges a flat or project fee of $1,000 for financial planning.
- Website: riverstreetadvisors.com (opens in new tab)
- Call (630) 906-5501
- 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 4, 2026. Fees can change.
- Flat or project fee
- $1,000
Below the Illinois median of $4,975; 6% of the 81 other planners in Illinois that publish a flat or project fee charge less.
“Otherwise we charged on a flat-fee basis of $1,000, in advance, for our financial planning services.”
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
- $250,000 in assets (stated in the brochure)
- Team size
- 12 employees
How River Street Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee for portfolio management services is negotiable, depending on individual client circumstances.”
- “Upon termination of any account, any earned, unpaid fees will be due and payable.”
About River Street Advisors, LLC
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 477
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $539 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of June 9, 2026
- CRD number
- 153537 (opens in new tab)
- Phone
- (630) 906-5501
Registered or notice filed in 7 states: Arizona, Colorado, Florida, Illinois, Indiana, Texas, Wisconsin
More planners in Illinois that publish fees
- Diyfi Advisors LLCChicagoHourly $250/hr
- Ruedi Wealth Management, Inc.ChampaignHourly $250/hr
- Sora Wealth, LLCArlington HeightsHourly up to $350/hr, Flat $1,000-$10,000
- Ascent Fintech LLCCarol StreamHourly $250/hr, Flat up to $3,000
- OmniDivitia Wealth Management, Inc.FlossmoorMonthly $100/mo
- Wysopal WealthLa Grange ParkHourly $500/hr, Flat $2,000-$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.