The Meridian Business Group, Ltd fees
Financial planner in River Grove, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 22, 2026, The Meridian Business Group, Ltd (River Grove, IL) charges a monthly fee of up to $100 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 22, 2026. Fees can change.
- Monthly fee
- Up to $100/mo
“For our RAMPlan and FP Program services, Meridian Business Group charges a monthly fee up to $100.00, billed in advance, depending on the services provided by us and the amount of work we anticipate providing on an ongoing basis, in our sole discretion.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
How The Meridian Business Group, Ltd bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients incur the RAMPlan fee and/or the FP Program fee on a monthly basis, billed directly to their credit card or withdrawn automatically from the checking or savings account that the client designates (for that purpose).”
- “For hourly and fixed fee work, we send an invoice to the client upon completion of work and payment is due upon receipt of invoice.”
About The Meridian Business Group, Ltd
“Meridian Business Group provides advice on client budgets, debt reduction and management, insurance needs, retirement planning, education planning, business consulting and estate planning based on our understanding of each client’s needs, tolerance f…”
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Clients
- 58
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $22.9 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of July 22, 2026
- CRD number
- 119455 (opens in new tab)
- Phone
- (708) 452-9169
More planners in Illinois that publish fees
- Directional Asset Management, LLCArlington HeightsHourly $175/hr
- Schabell Financial, LLCNapervilleFlat $750
- Engage Wealth Group, LLCNorthfieldHourly $600/hr, Flat from $6,000
- R. W. Stanley Investment PlanningGrayslakeHourly $300/hr
- Midway Capital Research & Management LLCChicagoHourly $300/hr, Quarterly $2,000-$12,000/qtr
- Vector7 CapitalChicagoHourly $200/hr, Flat $500
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.