Wealthridge Investments LLC fees and pricing

Financial planner in Burr Ridge, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 17, 2026, Wealthridge Investments LLC charges $175 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $175/hr; “Services are offered based on an hourly fee of $175 per hour.”

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

“Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“If cash and/or securities are deposited into or withdrawn from an existing account mid billing period a prorated fee will be charged for that portion of the account.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

Its hourly rate of $175 is below the Illinois median of $273. 10% of the 215 other Illinois planners that publish an hourly rate charge less.
None of the 2 other planners in Burr Ridge that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2026.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.39% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 339576
Website: wealthridge.com (opens in new tab)
Phone: (630) 320-6039

Is something on this page wrong or out of date?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.