PlannerFees

Spire Investment Management LLC fees and pricing

Financial planner in Hoffman Estates, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 22, 2026, Spire Investment Management LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Regardless of the type of planning service best suited for clients, the associated fee is based upon our hourly fee rate (of $250 per hour) and the number of hours needed to complete the analysis.”

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

How Spire Investment Management LLC bills

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

  • “Many begin working with us far in advance of retirement.”

How Spire Investment Management 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.
  • 1 of the 3 other planners in Hoffman Estates that publish an hourly rate charge less.

About Spire Investment Management LLC

“We will ask you to provide statements summarizing current investments, income and other earnings, recent tax returns, retirement plan information, other assets and liabilities, wills and trusts, insurance policies, and other pertinent information.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

  • Tax planning
  • Insurance analysis
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
45
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services
Assets managed
$11,077,619
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
301506
Website
spireinv.com (opens in new tab)
Phone
(630) 721-1314

Can advise clients in 2 states: Illinois, Texas

Other planners in Hoffman Estates that publish fees

Compare all 5 planners in Hoffman Estates

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