Servant's Heart Financial Planning fees and pricing
Financial planner in Palos Park, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 9, 2026, Servant's Heart Financial Planning charges $275 an hour, a flat or project fee of $2,500-$5,000, and a monthly fee of $250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $275/hr
“Our hourly rate is $275.”
- Flat or project fee
- $2,500-$5,000
“Fixed fee rates range between $2,500 to $5,000.”
- Monthly fee
- $250/mo
“Our monthly fee is $250.00.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Servant's Heart Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Our advisory fee is negotiable and consists of a flat annual fee of up to $7,500.”
How Servant's Heart Financial Planning’s fees compare
- Its hourly rate of $275 is above the Illinois median of $273. 50% of the 215 other Illinois planners that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$5,000 spans the Illinois median of $4,500. 43% of the 175 other Illinois planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Servant's Heart Financial Planning
- Principal: Daniel Sargis
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2025.
Planning areas mentioned in the brochure
- Retirement 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
- Charges a % of assets
- No
- 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
- 337719
- Phone
- (708) 316-1624
Other planners in Palos Park that publish fees
- Avenue 90Palos Park$250/hr, $1,000-$15,000
- 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
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.