Stratfinx Wealth fees and pricing

Financial planner in Chicago, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 28, 2026, Stratfinx Wealth charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 28, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Fees are negotiable and some fees may vary by Client for similar services.”
“The fee is based on a percentage of assets under management and is negotiable.”
“The $2,875 minimum fee, applicable to the first $250,000 of assets under management, is billed quarterly in advance.”

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.
17 of the 54 other planners in Chicago that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Meets clients remotely: the brochure mentions virtual or online meetings.
Founded: 2025.

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, portfolio management for businesses and institutions, and educational seminars and workshops
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 339309
Website: stratfinx.com (opens in new tab)
Phone: (407) 497-3718

Is something on this page wrong or out of date?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.