Sora Wealth, LLC fees
Financial planner in Arlington Heights, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 15, 2026, Sora Wealth, LLC (Arlington Heights, IL) charges up to $350 an hour and a flat or project fee of $1,000-$10,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 15, 2026. Fees can change.
- Hourly rate
- Up to $350/hr
Can go up to $350; the Illinois median is $275.
“Sora Wealth charges an hourly fee of up to $350 for clients who request specific services only.”
- Flat or project fee
- $1,000-
$10,000 Runs from below the Illinois median of $4,975 to above it.
“Sora Wealth will charge a fixed fee ranging from $1,000 to $10,000 for financial planning and consulting services.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2021 (5 years)
How Sora Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is negotiable depending on the scope, complexity of the client’s financial circumstances, needs, and circumstances of the client, as well as the amount of time estimated to complete the requested services.”
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “Fees are prorated based on the number of days service is provided during each billing period.”
About Sora Wealth, LLC
“Currently, we offer wealth management services, personalized for each individual client.”
- Principal: Sam Bakou
Planning areas mentioned in the brochure
- Retirement planning
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 28
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $29.9 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 15, 2026
- CRD number
- 313208 (opens in new tab)
- Phone
- (847) 773-7433
Other planners in Arlington Heights that publish fees
- Directional Asset Management, LLCArlington HeightsHourly $175/hr
- Maplewood WealthArlington HeightsFlat $995-$5,000
- Vidarrow Investment AdvisorsArlington HeightsHourly $395/hr, Flat $2,000-$50,000
More planners in Illinois that publish fees
- Dream Weaver Financial Planning LLCRichmondHourly $250/hr
- Barrett Wealth Connection LLCSpring GroveHourly $300/hr, Monthly up to $300/mo
- Couleur InvestmentsWilmetteHourly up to $300/hr, Flat $2,500-$10,000
- RP Zeigler Investment ServicesPeoriaHourly $350/hr, Annual $7,500/yr
- Propel Financial Advisors, LLCChicagoHourly $150-$300/hr
- Impact FinancialChicagoHourly $800/hr, Flat $5,000
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.