Riverbend Planning Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350⁠-⁠$500/hr

“Should a client continue with the consultation process, the client will be charged an hourly fee ranging from $350 to $500 based on the number of planning sessions or meetings necessary, the complexity of the services 3”

Annual fee

$3,000⁠-⁠$5,000/yr

“Should the client choose to be billed on a fixed rate, Riverbend Planning Group will generally charge between $3000-$5000 annually for these services, depending upon the depth and complexity the client requires.”

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

How Riverbend Planning Group LLC bills

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

• “Clients are billed in advance each calendar quarter.”
• “Clients may also elect to be billed directly for fees or to authorize Riverbend Planning Group to directly debit fees from client accounts.”
• “Management fees shall not be prorated for each capital contribution and withdrawal made during the applicable calendar quarter (with the exception of de minimis contributions and withdrawals).”

How Riverbend Planning Group LLC’s 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.
• 43 of the 54 other planners in Chicago that publish an hourly rate charge less.
• Its annual fee of $3,000-$5,000 is below the Illinois median of $7,500. 26% of the 77 other Illinois planners that publish an annual fee charge less.
• 7 of the 25 other planners in Chicago that publish an annual fee charge less.

About Riverbend Planning Group LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2013 (13 years).

Planning areas mentioned in the brochure

• 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

1.35% a year

Minimum

No minimum stated in brochure

Clients

44

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$39,100,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

167187

Website

riverbendplanning.com (opens in new tab)

Phone

(312) 781-2112

Can advise clients in 2 states: Illinois, Indiana

Other planners in Chicago that publish fees

• Altair Advisers, LLCChicago$200⁠-⁠$500/hr
• Altman AdvisorsChicago$500/hr, $25,000
• Arena Private WealthChicago$250/hr
• Bayworth CapitalChicago$1,000⁠-⁠$10,000
• Blute Financial CoachingChicago$75/hr
• Bold Vision FinancialChicago$385/hr, $120⁠-⁠$500/mo

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