PlannerFees

Vista Financial Planning fees and pricing

Financial planner in Oak Park, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 13, 2026, Vista Financial Planning charges $300 an hour and an annual fee of $4,200 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“The hourly rate for projects is $300 per hour.”
Annual fee
$4,200/yr
“The minimum fee for the Standard Open retainer is $4,200.”

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

How Vista Financial Planning bills

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

  • “This fee is billed quarterly over the first 12 months of the contract.”
  • “This fee is billed quarterly after the initial 12-month period.”
  • “Advisor maintains the right to provide discounts and fees are negotiable for these projects.”

How Vista Financial Planning’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.
  • 3 of the 5 other planners in Oak Park that publish an hourly rate charge less.
  • Its annual fee of $4,200 is below the Illinois median of $7,500. 27% of the 77 other Illinois planners that publish an annual fee charge less.
  • 1 of the 3 other planners in Oak Park that publish an annual fee charge less.

About Vista Financial Planning

“Vista (“Advisor”) is a fee-only holistic financial planning firm that specializes in providing holistic financial planning and investment advisory services to individuals and families.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP® and CPA.
  • Founded: 2003 (23 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Cash flow and budgeting

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
Minimum
$4,200 minimum fee (stated in brochure)
Clients
29
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
129729
Website
vistafp.com (opens in new tab)
Phone
(708) 445-8747

Other planners in Oak Park that publish fees

Compare all 9 planners in Oak Park

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.