Sjostrom Financial Planning Inc. fees and pricing

Financial planner in Oak Park, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 12, 2018, Sjostrom Financial Planning Inc. charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 12, 2018. Fees can change, so confirm with the firm before you hire them.

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

“The client will be responsible for a pro-rata charge up to the point of cancellation.”
“Compensation Are our fees negotiable? Fees may be negotiable in some instances, at the adviser’s discretion.”
“The minimum fee is $500 and is quoted in advance of the work.”

Its hourly rate of $150 is below the Illinois median of $273. 5% of the 215 other Illinois planners that publish an hourly rate charge less.
None of the 5 other planners in Oak Park that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 42
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
Assets managed: $12,350,000
Registered with: State securities regulators
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 123607
Phone: (708) 445-3732

Is something on this page wrong or out of date?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