Stone Island Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300⁠-⁠$500/hr

“When 6 utilizing an hourly fee, SIFP bills in 6-minute increments and charges $300 - $500 per hour depending upon the complexity of the services needed.”

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

How Stone Island Financial Planning bills

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

• “Clients pay the initial onboarding fee at the time they sign their agreement with SIFP via check or through SIFP’s approved third-party vendor.”
• “The annual flat fee is collected quarterly, in arrears.”
• “Stand Alone Investment Management Service Fee SIFP charges clients an annual fee, quarterly, in advance, based upon a percentage of the market value of the assets under management on the last day of the previous calendar quarter.”

How Stone Island Financial Planning’s fees compare

• Its hourly rate of $300-$500 is above the Illinois median of $273. 80% of the 215 other Illinois planners that publish an hourly rate charge less.
• 2 of the 6 other planners in Naperville that publish an hourly rate charge less.

About Stone Island Financial Planning

• Firm size: 4 employees.
• Registered as an adviser: 2009 (17 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

147

Employees

4

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$133,990,107

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

146765

Website

stoneislandfp.com (opens in new tab)

Phone

(630) 784-2200

Can advise clients in 6 states: Arizona, Florida, Illinois, Nebraska, Texas, Wisconsin

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

Compare all 25 planners in Naperville