Sure Foundation Wealth Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Two or more meetings with financial planner Financial Planning Hourly Fee Hourly Financial Planning engagements are offered at an hourly rate of $350 per hour.”

Flat or project fee

$1,000⁠-⁠$3,000

“The fixed fee can range between $1,000 and $3,000.”

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

How Sure Foundation Wealth Planning, LLC bills

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

• “Annual fees are payable quarterly in advance.”
• “Investment management fees are negotiable, depending on factors such as account value, the nature of the relationship.”
• “If services are terminated before the end of a quarterly billing period, a pro rata adjustment shall be made with respect to the fee for such period and a check sent.”

How Sure Foundation Wealth Planning, LLC’s fees compare

• Its hourly rate of $350 is above the Illinois median of $273. 68% of the 215 other Illinois planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$3,000 is below the Illinois median of $4,500. 19% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Sure Foundation Wealth Planning, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

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

Minimum

$1,250 minimum fee (stated in brochure)

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$11,362,560

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

305938

Website

surefoundationwealth.com (opens in new tab)

Phone

(847) 244-6149

Other planners in Grayslake that publish fees

• R. W. Stanley Investment PlanningGrayslake$210/hr, $900
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr
• Altman AdvisorsChicago$500/hr, $25,000

Compare all 526 planners in Illinois