Tetley Investments, LLC fees and pricing

Financial planner in Park Ridge, Illinois. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 2, 2026, Tetley Investments, LLC charges $250 an hour for financial planning.

Published fees

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

Hourly rate: $250/hr; “Financial planning fees are $250 per hour and are not negotiable.”

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

“The fees are paid by the client to the firm on a monthly basis in arrears.”
“Such fees are payable monthly in arrears on the prior monthly account balance.”
“Upon termination of any account, any earned, unpaid fees will be immediately due and payable.”

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.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Minimum: No minimum stated in brochure
Clients: 172
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $193,857,815
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 164130
Website: linkedin.com/company/tetleyinvestments/.com (opens in new tab)
Phone: (773) 698-6862

Can advise clients in 5 states: Florida, Illinois, Indiana, Michigan, Texas

Is something on this page wrong or out of date?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