PlannerFees

Wellment Financial fees and pricing

Financial planner in Elmhurst, Illinois. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 5, 2026, Wellment Financial charges a flat or project fee of $1,000⁠-⁠$24,000 and a monthly fee of $300⁠-⁠$1,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$1,000⁠-⁠$24,000
“The minimum fixed fee is generally $1,000.00 and the maximum fixed fee is no more than $24,000, depending on the financial planning services requested by the client.”
Monthly fee
$300⁠-⁠$1,500/mo
“Based upon the above negotiability factors, the fee for financial planning services will range from $300 - $1500 per month, which is collected in arrears of the services provided.”

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

How Wellment Financial bills

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

  • “Fees charged for investment management services are charged based on a percentage of assets under management, billed in arrears on a monthly basis and calculated based on an average daily balance of your account during the billing period.”
  • “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
  • “The amount of the fixed fee for your financial planning engagement, is payable in advance and is specified in your Investment Advisory Agreement with Wellment.”

How Wellment Financial’s fees compare

  • Its flat or project fee of $1,000-$24,000 spans the Illinois median of $4,500. 85% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Wellment Financial

“Business Description Wellment provides investment management services, manager selection and supervision, as well as financial planning services to individuals, high net worth individuals and institutions, including profit sharing plans and solo 401(k) plans.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 21 employees.
  • Founded: 2013 (13 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
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Clients
405
Employees
21
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$312,671,001
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
166746
Website
academy.wellment.com (opens in new tab)
Phone
(630) 993-8200

Can advise clients in 6 states: Florida, Illinois, Indiana, Nebraska, New Hampshire, Texas

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