PlannerFees

Sebold Capital Management, Inc fees and pricing

Financial planner in Lisle, Illinois. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 23, 2026, Sebold Capital Management, Inc charges a flat or project fee of $2,000 and an annual fee of $20,000⁠-⁠$50,000 for financial planning.

Published fees

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

Flat or project fee
$2,000
“Wealth Management Initial financial planning fees for the Wealth Management services is $2,000.”
Annual fee
$20,000⁠-⁠$50,000/yr
“They are based on complexity of the engagement and scope of services and range between $20,000 - $50,000 per year, invoiced quarterly in advance.”

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

How Sebold Capital Management, Inc bills

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

  • “Billing is charged quarterly in advance based upon the value of the client’s account on the last trading day of the previous quarter.”
  • “Upon termination, Sebold Capital Management shall refund within 30 days the pro-rated portion of the advanced advisory fee paid based upon the number of days remaining in the billing quarter.”
  • “The client must consent in advance to direct debiting of their investment account for Wealth Management or Investment Management fees.”

How Sebold Capital Management, Inc’s fees compare

  • Its flat or project fee of $2,000 is below the Illinois median of $4,500. 19% of the 175 other Illinois planners that publish a flat or project fee charge less.
  • 1 of the 2 other planners in Lisle that publish a flat or project fee charge less.
  • Its annual fee of $20,000-$50,000 is above the Illinois median of $7,500. 96% of the 77 other Illinois planners that publish an annual fee charge less.

About Sebold Capital Management, Inc

“Sebold Capital Management provides personal financial planning and investment management to individuals, families, and their related entities, trusts and estates, and family businesses.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 9 employees.
  • Credentials named in the brochure: CFP®, CPA, ChFC®, and CFA.
  • Founded: 1998 (28 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • 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
1.25% a year
Clients
194
Employees
9
Works with
Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
Assets managed
$364,310,949
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
122941
Website
facebook.com/seboldcapital (opens in new tab)
Phone
(630) 548-9700

Can advise clients in 3 states: Florida, Illinois, Texas

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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.