Shinneman Wealth Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000

“ESTATE PLANNING SERVICES For clients engaging our Firm for investment advisory services, we charge a fixed fee of $1,000 for Estate Guru Support.”

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

How Shinneman Wealth Group bills

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

• “Fees are billed monthly based on the average daily balance of the Account during the billing period .”
• “For accounts opened or closed midbilling period, fees will be prorated based on the days services are provided during the given period.”
• “Fees are charged monthly in arrears calculated based on the average daily balance of the Account during the billing period.”

How Shinneman Wealth Group’s fees compare

• Its flat or project fee of $1,000 is below the Illinois median of $4,500. 8% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 1 of the 4 other planners in Northbrook that publish a flat or project fee charge less.

About Shinneman Wealth Group

• Firm size: 2 employees.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Tax planning
• 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

1.5% a year

Clients

139

Employees

2

Works with

Individuals

Services reported to regulators

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

Assets managed

$31,326,016

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

296758

Website

shinnemanwealthgroup.com (opens in new tab)

Phone

(847) 933-9222

Can advise clients in 2 states: Illinois, Indiana

Other planners in Northbrook that publish fees

• Arthur M. Cohen & Associates LLCNorthbrook$200⁠-⁠$400/hr
• Dogwood Investment AdvisorsNorthbrook$250/hr
• Hokin Investment Advisors Inc.Northbrook$450/qtr
• K&h Wealth PartnersNorthbrook$2,500⁠-⁠$10,000
• Kollar Wealth Advisors, LLCNorthbrook$200/hr, $500
• Mendel Money Management IncNorthbrook$250⁠-⁠$500/hr, $1,500⁠-⁠$3,000

Compare all 15 planners in Northbrook