Unique Wealth Strategies fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 3, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$100⁠-⁠$15,000

“Services are offered based on a range of $100 - $15,000 depending on the complexity of the engagement.”

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

How Unique Wealth Strategies bills

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

• “Clients may elect to be billed directly or have fees deducted from Plan Assets.”
• “Fees are billed in advance of each billing period.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Unique Wealth Strategies’ fees compare

• Its flat or project fee of $100-$15,000 spans the Illinois median of $4,500. 75% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Unique Wealth Strategies

• Firm size: 10 employees.
• Founded: 2016 (10 years).

Planning areas mentioned in the brochure

• Estate planning

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

Clients

285

Employees

10

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$381,500,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

323994

Website

linkedin.com/company/unique-wealth-strategies (opens in new tab)

Phone

(630) 318-0565

Can advise clients in 11 states: California, Colorado, Delaware, Florida, Illinois, Indiana, Louisiana, Massachusetts, New Jersey, Oklahoma, Texas

Other planners in Burr Ridge that publish fees

• Copperwood FinancialBurr Ridge$400/hr, $2,500
• Mps-Loria Financial Planners,llcBurr Ridge$200/hr
• Wealthridge Investments LLCBurr Ridge$175/hr
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000

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