Schabell Financial, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated June 23, 2026, Schabell Financial, LLC charges a flat or project fee of $750 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $750; “For stand-alone financial planning services, SFL charges a flat fee of $750 per financial plan or portfolio evaluation.”

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

“All advisory fees are charged monthly, in arrears, meaning that fees are assessed after services have been rendered, not in advance.”
“In some circumstances, annual portfolio management fees are negotiable.”
“This fee is negotiable at SFL's discretion, and SFL may waive or reduce the fee for any client.”

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.
2 of the 3 other planners in Naperville that publish a flat or project fee charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2026.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
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: 338175
Website: schabellfinancial.com (opens in new tab)
Phone: (331) 808-5901

Is something on this page wrong or out of date?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.