PlannerFees

Taos Investment Advisors, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated January 22, 2026, Taos Investment Advisors, LLC charges $50⁠-⁠$300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$50⁠-⁠$300/hr
“The hourly fee for providing consultation services is negotiable but generally ranges from $50 to $300 per hour.”

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

How Taos Investment Advisors, LLC’s fees compare

  • Its hourly rate of $50-$300 spans the Illinois median of $273. 10% of the 215 other Illinois planners that publish an hourly rate charge less.
  • 4 of the 54 other planners in Chicago that publish an hourly rate charge less.

About Taos Investment Advisors, LLC

“Taos Investment and its Investment Advisory Representatives (“IARs”) provide a variety of investment advisory services to clients including: Financial Planning and Consulting Services;”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFA.
  • Registered as an adviser: 2011 (15 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
3% a year
Clients
116
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$78,935,254
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
158056
Website
taosglobalgroup.com (opens in new tab)
Phone
(312) 842-9892

Can advise clients in 3 states: California, Illinois, New York

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