PlannerFees

Winslow Financial LLC fees and pricing

Financial planner in Lake Bluff, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 25, 2026, Winslow Financial LLC charges $50⁠-⁠$400 an hour and a flat or project fee of $250 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$50⁠-⁠$400/hr
“Hourly fees range from $50 to $400 per hour based upon the knowledge and experience of the individual providing the work.”
Flat or project fee
$250
“Total costs for financial plans, whether per hour or on a fixed basis, may range from $250 to as much as $40,000 or more.”

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

How Winslow Financial LLC bills

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

  • “Investment Management fees are payable quarterly and in advance, with the initial invoice calculated based upon the fair market value of the account, including cash at the time the agreement is executed through the end of the current quarter.”
  • “Fees are deducted from the account managed unless arrangements are made in advance for direct billing.”
  • “Upon termination of any account, any prepaid, unearned fees will be promptly refunded and any earned, unpaid fees will be due and payable. 5E Winslow does not accept compensation for the sale of securities or other investment products at this time.”

How Winslow Financial LLC’s fees compare

  • Its hourly rate of $50-$400 spans the Illinois median of $273. 26% of the 215 other Illinois planners that publish an hourly rate charge less.
  • Its flat or project fee of $250 is below the Illinois median of $4,500. None of the 175 other Illinois planners that publish a flat or project fee charge less.

About Winslow Financial LLC

“Winslow provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations and retirement plans.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Daniel E. Winslow
  • Firm size: 3 employees.
  • Registered as an adviser: 2005 (21 years).

Planning areas mentioned in the brochure

  • Tax planning
  • Charitable giving

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
Highest asset based fee in brochure
1.5% a year
Clients
189
Employees
3
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed
$98,341,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
135866
Website
winslow-financial.com (opens in new tab)
Phone
(847) 217-0366

Can advise clients in 5 states: California, Florida, Illinois, Ohio, Wisconsin

Other planners in Lake Bluff that publish fees

Compare all 526 planners in Illinois

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