Stenger Family Office, LLC fees and pricing
Financial planner in Naperville, Illinois. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 13, 2026, Stenger Family Office, LLC charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“These fees are negotiable and can be up to $5,000 for a financial plan or $500 hourly depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Stenger Family Office, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For project-based services SFO requires one-half of the fee (estimated hourly or fixed) payable upon execution of the Advisory Agreement.”
- “The outstanding balance is due upon delivery of the financial plan or completion of the agreed upon services.”
- “Since the asset-based fee is determined by average daily account balance, if assets are deposited into or withdrawn from an account after the inception of a month, the base fee payable with respect to such Disclosure Brochure assets is adjusted accordingly.”
How Stenger Family Office, LLC’s fees compare
- Its hourly rate of $500 is above the Illinois median of $273. 90% of the 215 other Illinois planners that publish an hourly rate charge less.
- 3 of the 6 other planners in Naperville that publish an hourly rate charge less.
About Stenger Family Office, LLC
- Firm size: 10 employees.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 885
- Employees
- 10
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $734,939,415
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 325089
- Phone
- (630) 912-8295
Can advise clients in 26 states: Arizona, California, Colorado, Florida, Georgia, Iowa, Illinois, Indiana, Louisiana, Michigan, Minnesota, Montana, North Carolina, New Jersey, Nevada, New York, Ohio, Oklahoma, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, Wyoming
Other planners in Naperville that publish fees
- DHJJ Financial AdvisorsNaperville$150-$495/hr
- HK Private Client, LLCNaperville$500/hr
- Kadisak Financial Services, Inc.Naperville$350
- Lantz Financial LLCNaperville$1,000/yr
- Left Brain Wealth Management, LLCNaperville$600/hr, $499
- Nexjenn Financial ServicesNaperville$5,500-$10,000, $450-$835/mo
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.