Trueman Brown fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“These fees are negotiable, but generally range from $1,500 to $8,000 on a fixed fee basis and/or $300 on an hourly basis.”

Flat or project fee

$1,500⁠-⁠$8,000

From the same sentence as above.

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

How Trueman Brown bills

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

• “Generally, Trueman Brown requires one-half of the financial planning or consulting fee (estimated hourly or fixed) payable upon entering the written agreement.”
• “The balance will typically be due upon delivery of the financial plan or completion of the agreed upon services.”
• “This fee is prorated and charged quarterly, in arrears, based upon the market value of the assets on the last day of the quarter.”

How Trueman Brown’s fees compare

• Its hourly rate of $300 is above 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-$8,000 spans the Illinois median of $4,500. 51% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Trueman Brown

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• College 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

Highest asset based fee in brochure

1% a year

Clients

128

Employees

2

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$196,050,099

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

141602

Phone

(847) 228-1968

Can advise clients in 4 states: Illinois, New York, Pennsylvania, Wisconsin

Other planners in Illinois that publish fees

• 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
• Ameribanc CorporationHoffman Estates$500/hr, $250⁠-⁠$5,000

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