Wheel Advisors LLC fees and pricing
Financial planner in Oak Park, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 20, 2026, Wheel Advisors LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“AND CONSULTING Full Financial Plans and Consultations Wheel Advisors charges an hourly fee of $200 per hour based on complexity and unique Client needs for financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wheel Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
- “Fees for financial plans are due upon delivery of the completed plan.”
- “Fees for business consultations are due upon delivery of the completed plan.”
How Wheel Advisors LLC’s fees compare
- Its hourly rate of $200 is below the Illinois median of $273. 13% of the 215 other Illinois planners that publish an hourly rate charge less.
- 1 of the 5 other planners in Oak Park that publish an hourly rate charge less.
About Wheel Advisors LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
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
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338450
- Phone
- (331) 223-6031
Other planners in Oak Park that publish fees
- Clark LewisOak Park$187-$312/mo, $2,250-$3,750/yr
- Huckstep Asset Management, LLCOak Park$500-$6,000
- Keffer Financial PlanningOak Park$265/hr
- Rook Financial LLCOak Park$450/hr, $1,500
- Sjostrom Financial Planning Inc.Oak Park$150/hr
- Two Trails Financial PlanningOak Park$350/hr, $3,000-$17,000
Is something on this page wrong or out of date?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.