Wright Benefit Advisors Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$130⁠-⁠$385/hr

“WBAI bills based on the balance on the first day of the billing period Hourly Fees The hourly fee for these services is between $130 and $385.”

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

How Wright Benefit Advisors Inc. bills

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

• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of WBAI's fees within five business days of signing the Investment Advisory Contract.”
• “These fees are generally negotiable, and the final fee schedule is attached as Exhibit II of the pension consulting agreement.”

How Wright Benefit Advisors Inc.’s fees compare

• Its hourly rate of $130-$385 spans the Illinois median of $273. 48% of the 215 other Illinois planners that publish an hourly rate charge less.
• None of the 2 other planners in Lake Forest that publish an hourly rate charge less.

About Wright Benefit Advisors Inc.

• Firm size: 2 employees.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.5% a year

Clients

8

Employees

2

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, newsletters and publications, and educational seminars and workshops

Assets managed

$31,505,073

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

289479

Website

wrightbenefit.com (opens in new tab)

Phone

(847) 996-6900

Other planners in Lake Forest that publish fees

• Crescent Grove AdvisorsLake Forest$3,000⁠-⁠$150,000/yr
• Horizon Capital Management, LLCLake Forest$10,000/yr
• North Shore Capital Group Investment Advisors, IncLake Forest$300/hr
• Obar Wealth Management LLCLake Forest$275/hr, $7,500/yr

Compare all 7 planners in Lake Forest