PlannerFees

Wisdom Investments fees and pricing

Financial planner in Hoffman Estates, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 24, 2026, Wisdom Investments charges $250 an hour, a flat or project fee of $4,000, and a quarterly fee of $375 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“The fee for the two hour financial review is $500.00 ($250.00 per hour).”
Flat or project fee
$4,000
“The fee for a comprehensive plan is $4,000 and takes approximately 20-25 hours to complete.”
Quarterly fee
$375/qtr
“There is no investment minimum; however, there is a minimum quarterly fee of $375.”

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

How Wisdom Investments bills

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

  • “Clients will pay $500 upon signing the client engagement letter and the balance is due upon completion of the engagement.”
  • “The client’s first billing cycle will be prorated based on the number of days the client’s account was open and how much was funded into the account during their first month.”
  • “The client’s last billing cycle will be prorated based on the number of days the client’s account was open during the quarter and the account value on the day the relationship is terminated.”

How Wisdom Investments’ fees compare

  • Its hourly rate of $250 is below the Illinois median of $273. 27% of the 215 other Illinois planners that publish an hourly rate charge less.
  • 1 of the 3 other planners in Hoffman Estates that publish an hourly rate charge less.
  • Its flat or project fee of $4,000 is below the Illinois median of $4,500. 45% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Wisdom Investments

“We offer discretionary investment management and financial planning to individuals, high net worth individuals, non-profit organizations, retirement plans and other types of businesses.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Registered as an adviser: 1999 (27 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • College 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
Highest asset based fee in brochure
1.5% a year
Minimum
$375 minimum fee (stated in brochure)
Clients
141
Employees
2
Works with
Individuals, high net worth individuals, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed
$53,086,159
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
123197
Website
wisdominvestments.com (opens in new tab)
Phone
(224) 735-7185

Other planners in Hoffman Estates that publish fees

Compare all 5 planners in Hoffman Estates

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