Ventoux Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Financial Planning fees are charged on a flat fee or hourly rate basis (current rate $400/Hour) up to a maximum of no more than $15,000 for a complete financial plan.”

Flat or project fee

$15,000

From the same sentence as above.

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

How Ventoux Financial Advisors, LLC bills

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

• “Clients may elect to be billed directly for fees or to authorize VFA to directly debit fees from client accounts.”
• “Accounts initiated or terminated during a calendar month may be charged a prorated fee.”
• “Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”

How Ventoux Financial Advisors, LLC’s fees compare

• Its hourly rate of $400 is above the Illinois median of $273. 80% of the 215 other Illinois planners that publish an hourly rate charge less.
• 40 of the 54 other planners in Chicago that publish an hourly rate charge less.
• Its flat or project fee of $15,000 is above the Illinois median of $4,500. 92% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 36 of the 41 other planners in Chicago that publish a flat or project fee charge less.

About Ventoux Financial Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

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

1.5% a year

Minimum

$2,500 minimum fee (stated in brochure)

Clients

55

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$67,882,207

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

298631

Website

VENTOUXFA.COM (opens in new tab)

Phone

(855) 836-8689

Can advise clients in 2 states: Florida, Illinois

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