SRJ Financial Consulting LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Services are offered at an hourly fee of $200 per hour.”

Flat or project fee

$50,000

“Services are offered based on a fixed fee to never exceed $50,000, based on the complexity of the engagement.”

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

How SRJ Financial Consulting LLC bills

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

• “Investment advisory fees are billed quarterly in arrears based on the amount of AUM as of the close of business on the last business day of the previous billing period.”
• “Hourly fees are billed at the end of the calendar quarter for services rendered during that quarter.”
• “Fees are billed upon completion of the plan and/or consultation.”

How SRJ Financial Consulting LLC’s fees compare

• Its hourly rate of $200 is below the Illinois median of $273. 13% of the 215 other Illinois planners that publish an hourly rate charge less.
• Its flat or project fee of $50,000 is above the Illinois median of $4,500. 98% of the 175 other Illinois planners that publish a flat or project fee charge less.

About SRJ Financial Consulting LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

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

1.25% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

341344

Phone

(630) 525-0103

Other planners in Lombard that publish fees

• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Athena Advisor Services, LLCLombard$400/qtr
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr
• Altman AdvisorsChicago$500/hr, $25,000

Compare all 4 planners in Lombard