PlannerFees

Robert L. Weisman, LLC fees and pricing

Financial planner in Chicago, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 21, 2011, Robert L. Weisman, LLC charges $200 an hour and an annual fee of $1,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 21, 2011. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200/hr
“If additional hours are required, the charge will be $200/hour.”
Annual fee
$1,000/yr
“The minimum annual fee is $1,000 which translates to a minimum portfolio of $100,000 and the equivalent of 5 hours of time.”

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

How Robert L. Weisman, LLC’s fees compare

  • Its hourly rate of $200 is below the Illinois median of $273. 13% of the 215 other Illinois planners that publish an hourly rate charge less.
  • 7 of the 54 other planners in Chicago that publish an hourly rate charge less.
  • Its annual fee of $1,000 is below the Illinois median of $7,500. 5% of the 77 other Illinois planners that publish an annual fee charge less.
  • None of the 25 other planners in Chicago that publish an annual fee charge less.

About Robert L. Weisman, LLC

“Does the applicant provide investment advisory services, manage investment advisory accounts or hold itself out as providing financial planning or some similarly termed services and impose a minimum dollar value of assets or other condition for starting or maintaining an account? Yes ✔ (If yes, describe on Schedule…”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2008 (18 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% a year
Minimum
$1,000 minimum fee (stated in brochure)
Employees
1
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
146186
Phone
(847) 287-2100

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