The Planning Center, Inc. fees and pricing
Financial planner in Moline, Illinois. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 16, 2026, The Planning Center, Inc. charges $75-$500 an hour, a flat or project fee of $1,500-$12,000, and an annual fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $75-$500/hr
“Registrant’s financial planning and consulting fees are non-negotiable, but generally range between $1,500 and $12,000 for a comprehensive financial plan; the Registrant charges $500 per hour for licensed professionals and $75 per hour for unlicensed professionals on an hourly basis, depending upon the level and…”
- Flat or project fee
- $1,500-$12,000
From the same sentence as above.
- Annual fee
- $10,000/yr
“Clients in the Capstone Wealth Program™ are subject to a minimum annual fee of $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Planning Center, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees in the program are generally divided by four and payable quarterly in advance.”
- “Fees for financial planning services are due and payable upon receipt on a quarterly basis.”
- “Registrant’s retirement plan consulting fees are negotiable depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”
How The Planning Center, Inc.’s fees compare
- Its hourly rate of $75-$500 spans the Illinois median of $273. 52% of the 215 other Illinois planners that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$12,000 spans the Illinois median of $4,500. 73% of the 175 other Illinois planners that publish a flat or project fee charge less.
- Its annual fee of $10,000 is above the Illinois median of $7,500. 60% of the 77 other Illinois planners that publish an annual fee charge less.
About The Planning Center, Inc.
“The Capstone Wealth Program™ The Capstone Wealth Program™ is designed to provide clients with personalized investment advice and offers personalized financial planning.”
- Firm size: 28 employees.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2002 (24 years).
Planning areas mentioned in the brochure
- Tax planning
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
- Minimum
- $10,000 minimum fee (stated in brochure)
- Clients
- 895
- Employees
- 28
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services
- Assets managed
- $1,371,859,808
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 118994
- Phone
- (309) 797-4030
Can advise clients in 20 states: Alaska, Arizona, California, Florida, Iowa, Illinois, Indiana, Louisiana, Minnesota, Missouri, North Carolina, New Hampshire, New York, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington, Wisconsin
Other planners in Moline that publish fees
- Greatdane Investment LLCMoline$300/hr, $4,800
- 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
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.