Whole Picture Wealth Management LLC fees
Financial planner in Orland Park, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 21, 2026, Whole Picture Wealth Management LLC (Orland Park, IL) charges $250 an hour, a flat or project fee of $2,000-$10,000, a quarterly fee of $3,000-$15,000, and an annual fee of $7,500-$30,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 21, 2026. Fees can change.
- Hourly rate
- $250/hr
Below the Illinois median of $275; 23% of the 115 other planners in Illinois that publish an hourly rate charge less. The one other planner in Orland Park charges more.
“Our hourly rate is $250.”
- Flat or project fee
- $2,000-
$10,000 Runs from below the Illinois median of $4,975 to above it.
“Fixed fee rates range between $2,000-$10,000.”
- Quarterly fee
- $3,000-
$15,000/qtr “Fees are paid quarterly in arrears, ranging from $3,000 to $15,000.”
- Annual fee
- $7,500-
$30,000/yr Runs from below the Illinois median of $10,825 to above it.
“As an alternative to an asset-based fee, WPWM may agree to provide Comprehensive Wealth Management Services for a fixed annual fee ranging from $7,500 to $30,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Whole Picture Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fixed fees are negotiable and may vary based upon factors including the complexity of the Client’s circumstances and the level and scope of services provided.”
About Whole Picture Wealth Management LLC
“As part of Comprehensive Wealth Management, financial planning is integrated with investment management and is intended to help Clients make informed decisions and coordinate their financial resources with their goals.”
- Principal: Rudy Keller
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, quarterly planning fees, annual planning fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 21, 2026
- CRD number
- 344383 (opens in new tab)
- Phone
- (952) 255-9042
Other planners in Orland Park that publish fees
- Essential Financial StrategiesOrland ParkHourly $350/hr, Flat $1,400
More planners in Illinois that publish fees
- Furlong Investment Solutions, LLCChicagoHourly $200/hr, Flat $1,200-$15,000
- Tetley Investments, LLCPark RidgeHourly $250/hr
- Wisdom InvestmentsHoffman EstatesHourly $250/hr, Flat $4,000
- Stone Island Financial PlanningNapervilleHourly $300-$500/hr
- Diyfi Advisors LLCChicagoHourly $250/hr
- Schabell Financial, LLCNapervilleFlat $750
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.