Whisper Wealth Builders fees and pricing

Financial planner in Oak Lawn, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 16, 2026, Whisper Wealth Builders charges a monthly fee of $125 for financial planning.

Published fees

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

Monthly fee: $125/mo; “Whisper Wealth Membership™ The standard fee for Whisper Wealth Membership™ is $125 per month.”

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

“Membership fees are typically paid through ACH bank transfer, although certain legacy clients may continue to pay via credit card payments processed through AdvicePay.”
“Fees may vary depending on the complexity of the client’s financial situation. 5 Membership fees are considered earned at the beginning of the billing period and are generally not prorated or refunded if services are terminated during the billing period.”
“An initial payment of $500 is due in advance, with the remaining balance due upon completion of the engagement.”

“This service provides ongoing financial planning guidance and periodic reviews of a client’s financial situation.”

From the firm's description of its advisory business in its Form ADV brochure.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Meets clients remotely: the brochure mentions virtual or online meetings.
Registered as an adviser: 2020 (6 years).

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: 0.85% a year
Clients: 34
Employees: 1
Works with: Individuals and high net worth individuals
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: $9,671,100
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 310842
Website: whisper-wealth.com (opens in new tab)
Phone: (815) 507-5027

Is something on this page wrong or out of date?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