Wealth Accumulation & Preservation, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$300/hr

“Services are available to all clients for an hourly fee between $100 to $300.”

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

How Wealth Accumulation & Preservation, Inc. bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of each quarter.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
• “Investment management fees are billed quarterly in advance and are negotiable.”

How Wealth Accumulation & Preservation, Inc.’s fees compare

• Its hourly rate of $100-$300 spans the Illinois median of $273. 13% of the 215 other Illinois planners that publish an hourly rate charge less.

About Wealth Accumulation & Preservation, Inc.

• Firm size: 2 employees.
• Registered as an adviser: 2011 (15 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

289

Employees

2

Works with

Individuals, high net worth individuals, and state and local governments

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$40,675,222

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

156408

Phone

(815) 672-6152

Other planners in Illinois that publish fees

• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr
• Altman AdvisorsChicago$500/hr, $25,000
• Ameribanc CorporationHoffman Estates$500/hr, $250⁠-⁠$5,000

Compare all 526 planners in Illinois