Slagle Financial, LLC. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$500/hr

“Retirement Planning - $1,000 Income Planning - $500 Distribution Planning - $500 Hourly Fees The hourly rate for financial planning services is $200.”

Flat or project fee

$2,000

“The fixed fee for creating a client financial plan generally is $2,000.”

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

How Slagle Financial, LLC. bills

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

• “Actual fees are negotiable and will be detailed in the Client’s Investment Advisory Contract.”
• “Fees are generally charged monthly in arrears (after the end of the month of service) based on the average daily value of the account during the month of service.”
• “Fees are charged in arrears upon completion.”

How Slagle Financial, LLC.’s fees compare

• Its hourly rate of $200-$500 spans the Illinois median of $273. 68% of the 215 other Illinois planners that publish an hourly rate charge less.
• 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.

About Slagle Financial, LLC.

• Firm size: 21 employees.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning

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

1.75% a year

Clients

1,510

Employees

21

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$411,651,067

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

149976

Website

facebook.com/slaglefinancial (opens in new tab)

Phone

(618) 692-1657

Can advise clients in 12 states: Alabama, Colorado, Florida, Georgia, Illinois, Indiana, Missouri, Mississippi, North Carolina, South Carolina, Tennessee, Texas

Other planners in Illinois that publish fees

• 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
• Ameribanc CorporationHoffman Estates$500/hr, $250⁠-⁠$5,000

Compare all 526 planners in Illinois