SC Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The Advisor’s hourly fee will be billed at a rate of $250 per hour.”

Flat or project fee

$750

“The fixed fee for Basic services is $750.”

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

How SC Wealth Advisors bills

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

• “New account fees will be prorated from the inception of the account to the end of the first month.”
• “Fees are prorated based on the number of days service is provided during each billing period.”
• “If services commence in the middle of the billing period, then the prorated fee for that billing period will be billed in arrears at the end of that billing period.”

How SC Wealth Advisors’ fees compare

• Its hourly rate of $250 is below the Illinois median of $273. 27% of the 215 other Illinois planners that publish an hourly rate charge less.
• Its flat or project fee of $750 is below the Illinois median of $4,500. 6% of the 175 other Illinois planners that publish a flat or project fee charge less.

About SC Wealth Advisors

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

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

2.5% a year

Clients

118

Employees

3

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$37,186,685

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

305201

Website

scwealthadvisors.com (opens in new tab)

Phone

(630) 735-2310

Other planners in Oakbrook Terrace that publish fees

• Harvest Investment Services, LLCOakbrook Terrace$1,200
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr
• Altman AdvisorsChicago$500/hr, $25,000

Compare all 526 planners in Illinois