The Planning Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$500/hr

“The negotiated hourly fee for these services is between $100 and $500. 7 Clients may terminate the agreement without penalty, for full refund of TPG’s fees, within five business days of signing the Financial Planning Agreement.”

Flat or project fee

$500⁠-⁠$25,000

“The negotiated fixed rate for creating client financial plans is between $500 and $25,000.”

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

How The Planning Group bills

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

• “Asset management fees are paid quarterly in arrears.”
• “The fee is billed and payable within ten (10) days after the end of the prior quarter.”
• “Clients may terminate the agreement without penalty for a full refund of TPG's fees within five business days of the signing of the Investment Advisory Contract.”

How The Planning Group’s fees compare

• Its hourly rate of $100-$500 spans the Illinois median of $273. 52% of the 215 other Illinois planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Northfield that publish an hourly rate charge less.
• Its flat or project fee of $500-$25,000 spans the Illinois median of $4,500. 86% of the 175 other Illinois planners that publish a flat or project fee charge less.

About The Planning Group

• Firm size: 4 employees.
• Registered as an adviser: 2018 (8 years).

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

1.1% a year

Clients

252

Employees

4

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$291,461,254

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

298496

Website

planning-group.com (opens in new tab)

Phone

(847) 441-9400

Can advise clients in 6 states: Arizona, California, Florida, Illinois, Nebraska, Texas

Other planners in Northfield that publish fees

• Engage Wealth Group, LLCNorthfield$600/hr, $6,000
• Manage Your Financial LifeNorthfield$250/hr
• 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

Compare all 7 planners in Northfield