SGL Financial, LLC fees and pricing

Published fees

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

Hourly rate

$250/hr

“Approximately 1 – 2 hours at the hourly rate of $250.”

Flat or project fee

$250⁠-⁠$5,000

“The typical fixed base services may range in cost from $250 to $5,000.”

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

How SGL Financial, LLC bills

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

• “This fee is payable, in advance, on a quarterly basis.”
• “Fees are also calculated on a prorated basis for deposits received during the current quarter.”
• “This fee is payable, in advance, on a quarterly basis.”

How SGL Financial, LLC’s 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.
• None of the 3 other planners in Buffalo Grove that publish an hourly rate charge less.
• Its flat or project fee of $250-$5,000 spans the Illinois median of $4,500. 29% of the 175 other Illinois planners that publish a flat or project fee charge less.

About SGL Financial, LLC

• Firm size: 33 employees.
• Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

• Business owners

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

Minimum

$50,000 in assets (stated in brochure)

Clients

883

Employees

33

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, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$416,008,260

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

158023

Website

x.com/sglfinancial (opens in new tab)

Phone

(847) 499-3330

Can advise clients in 14 states: Connecticut, Delaware, Florida, Illinois, Louisiana, Michigan, New Hampshire, New Jersey, Oklahoma, South Carolina, Tennessee, Texas, Virginia, Wisconsin

Other planners in Buffalo Grove that publish fees

• Heritage Legacy Wealth LLCBuffalo Grove$250/hr
• Journey Financial Group, Inc.Buffalo Grove$450⁠-⁠$10,000/hr
• Phase III Advisory Services, LTDBuffalo Grove$360/hr
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000

Compare all 4 planners in Buffalo Grove