Threshold Wealth Advisors LLC fees and pricing
Financial planner in Glenview, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 13, 2026, Threshold Wealth Advisors LLC charges a flat or project fee of $1,000-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$25,000
“Fixed fee rates range from $1,000 to $25,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Threshold Wealth Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Threshold Wealth Advisors LLC’s fees compare
- Its flat or project fee of $1,000-$25,000 spans the Illinois median of $4,500. 89% of the 175 other Illinois planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Glenview that publish a flat or project fee charge less.
About Threshold Wealth Advisors LLC
- Principal: Swami Nathan
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340602
- Phone
- (412) 951-7110
Other planners in Glenview that publish fees
- CoyleGlenview$50-$150/mo
- Echo Prudent Capital LLCGlenview$50-$300/hr, $100-$5,000
- Merino Wealth ManagementGlenview$500/hr, $2,000-$5,000
- Reserve Fund AdvisersGlenview$250/hr
Is something on this page wrong or out of date?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.