Wolf Financial Advisors LLC fees and pricing

Financial planner in Pekin, Illinois. Registered with the SEC.

According to its Form ADV Part 2A brochure dated June 30, 2026, Wolf Financial Advisors LLC charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “Financial planning may be offered on an hourly basis at a rate of $150 per hour.”

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

“New additions of securities will be prorated for the quarter in the fee calculation.”
“The fee may be negotiable in certain cases and is due at the completion of the engagement.”

Its hourly rate of $150 is below the Illinois median of $273. 5% of the 215 other Illinois planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2007 (19 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.3% a year
Clients: 99
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $124,856,762
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 146080
Phone: (309) 346-1106

Can advise clients in 2 states: Illinois, Texas

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