PlannerFees

Rook Financial LLC fees and pricing

Financial planner in Oak Park, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 6, 2026, Rook Financial LLC charges $450 an hour, a flat or project fee of $1,500, and an annual fee of $27,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$450/hr
“Project-Based Financial Planning Services Project-Based Financial Planning Services are offered at a rate of $450 per hour, billed in 15-minute increments.”
Flat or project fee
$1,500
“Ongoing Financial Planning Services The fee for our Ongoing Financial Planning Services is a fixed fee consisting of an upfront charge of $1,500 and an ongoing fee of $1,250, paid quarterly in arrears.”
Annual fee
$27,500/yr
“Total annual fee: $27,500 Fees are paid quarterly in arrears based on the average daily balance of the accounts.”

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

How Rook Financial LLC bills

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

  • “Fees may be negotiable in some circumstances, and we reserve the right to waive or reduce fees at our sole discretion.”
  • “Since fees are paid in arrears, no refund will be needed upon termination of the services.”
  • “The fee may be negotiable in certain cases and is due at the completion of the engagement.”

How Rook Financial LLC’s fees compare

  • Its hourly rate of $450 is above the Illinois median of $273. 87% of the 215 other Illinois planners that publish an hourly rate charge less.
  • 5 of the 5 other planners in Oak Park that publish an hourly rate charge less.
  • Its flat or project fee of $1,500 is below the Illinois median of $4,500. 13% of the 175 other Illinois planners that publish a flat or project fee charge less.
  • None of the 2 other planners in Oak Park that publish a flat or project fee charge less.
  • Its annual fee of $27,500 is above the Illinois median of $7,500. 95% of the 77 other Illinois planners that publish an annual fee charge less.
  • 3 of the 3 other planners in Oak Park that publish an annual fee charge less.

About Rook Financial LLC

“We offer Financial Planning Services that encompass an evaluation of a client’s current financial situation and the development of customized strategies to help meet their short- and long-term financial goals.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Daniel Rooker
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Founded: 2021 (5 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • 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
Clients
25
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$5,897,128
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
335543
Website
rookfinancial.com (opens in new tab)
Phone
(312) 772-5216

Can advise clients in 3 states: California, Illinois, North Carolina

Other planners in Oak Park that publish fees

Compare all 9 planners in Oak Park

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.