Toft Wealth, LLC fees and pricing
Financial planner in Normal, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 18, 2026, Toft Wealth, LLC charges a flat or project fee of $3,000-$40,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,000-$40,000
“We charge an annual fee of $3,000 to $40,000 for Ongoing Financial Planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Toft Wealth, 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.”
- “Toft Wealth, LLC · Form ADV Part 2A – Firm Brochure · September 18, 2026 10 The annual advisory fee is paid monthly in arrears based on the last day of the billing period of the Client’s account(s).”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Toft Wealth, LLC’s fees compare
- Its flat or project fee of $3,000-$40,000 spans the Illinois median of $4,500. 94% of the 175 other Illinois planners that publish a flat or project fee charge less.
About Toft Wealth, LLC
- Principal: Clark Purdy
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
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, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 343372
- Phone
- (309) 718-8884
Other planners in Normal that publish fees
- Greg Hodges Financial AdvisoryNormal$150/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
- 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Is something on this page wrong or out of date?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.