Vidarrow Investment Advisors fees and pricing
Financial planner in Arlington Heights, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 14, 2026, Vidarrow Investment Advisors charges $395 an hour, a flat or project fee of $2,000-$50,000, a monthly fee of $800, and an annual fee of $9,600 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $395/hr
“Our hourly rate is $395.”
- Flat or project fee
- $2,000-$50,000
“Fixed fee rates range between $2,000 to $50,000.”
- Monthly fee
- $800/mo
“At the discretion of Vidarrow, Client may pay this second and third installment monthly in advance at a rate of $800/month.”
- Annual fee
- $9,600/yr
“The annual fee for Ongoing Financial Planning starts at $9,600, but may be more or less depending on client complexity.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Vidarrow Investment Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable as determined by the Advisor.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “All fees are negotiable and the final agreed upon fee will be outlined in the Advisory Agreement.”
How Vidarrow Investment Advisors’ fees compare
- Its hourly rate of $395 is above the Illinois median of $273. 80% of the 215 other Illinois planners that publish an hourly rate charge less.
- 3 of the 3 other planners in Arlington Heights that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$50,000 spans the Illinois median of $4,500. 96% of the 175 other Illinois planners that publish a flat or project fee charge less.
- 3 of the 3 other planners in Arlington Heights that publish a flat or project fee charge less.
- Its annual fee of $9,600 is above the Illinois median of $7,500. 58% of the 77 other Illinois planners that publish an annual fee charge less.
About Vidarrow Investment Advisors
“We offer Investment Management, Financial Planning, Retirement Consulting & Management Services, Educational Seminars.”
- Principal: Luke Sauter
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2020 (6 years).
Planning areas mentioned in the brochure
- Estate planning
- College planning
- Business owners
- 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
- 2% a year
- Clients
- 16
- Employees
- 1
- 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, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $12,610,307
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 331441
- Phone
- (847) 370-9432
Other planners in Arlington Heights that publish fees
- Baldwin Financial Advisors, LLCArlington Heights$660-$7,490
- Directional Asset Management, LLCArlington Heights$175/hr
- Maplewood WealthArlington Heights$995-$5,000, $6,000/yr
- Signature Financial Services, LTDArlington Heights$100-$400/hr
- Voyage Point Wealth ManagementArlington Heights$250/hr, $1,500-$3,500
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.