Watershed Private Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$10,000

“(*The daily rate is calculated by dividing the annual asset-based fee rate by 365.) Financial Planning Fees Financial planning fees range from $1,000 to $10,000.”

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

How Watershed Private Wealth bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of WPWL's fees within five business days of signing the Investment Advisory Contract.”
• “The fees are negotiable, and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”

How Watershed Private Wealth’s fees compare

• Its flat or project fee of $1,000-$10,000 spans the Illinois median of $4,500. 60% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 3 of the 5 other planners in Oak Brook that publish a flat or project fee charge less.

About Watershed Private Wealth

• Firm size: 3 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Tax 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

1.2% a year

Clients

143

Employees

3

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

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

Assets managed

$413,695,756

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

316408

Website

watershedprivatewealth.com (opens in new tab)

Phone

(630) 478-0195

Can advise clients in 5 states: California, Florida, Illinois, Indiana, Texas

Other planners in Oak Brook that publish fees

• Crescendo Financial Planners Inc.Oak Brook$2,640⁠-⁠$4,320, $3,300⁠-⁠$20,000/yr
• Defined Capital LLCOak Brook$250/hr, $1,000⁠-⁠$2,500
• Dillow Wealth Management LLCOak Brook$10,000⁠-⁠$100,000
• Geiger Wealth ManagementOak Brook$200/hr
• Retirement Planners, Inc.Oak Brook$250⁠-⁠$1,200
• Stonebridge Wealth Management LLCOak Brook$500/hr, $1,500⁠-⁠$10,000

Compare all 13 planners in Oak Brook