Wysopal Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Our hourly rate is $500 per hour.”

Flat or project fee

$2,000⁠-⁠$25,000

“Fixed fee rates range between $2,000 to $25,000.”

Annual fee

$15,000/yr

“Fees are paid quarterly in arrears and will not exceed $15,000 annually.”

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

How Wysopal Wealth bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Wysopal Wealth’s fees compare

• Its hourly rate of $500 is above the Illinois median of $273. 90% of the 215 other Illinois planners that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$25,000 spans the Illinois median of $4,500. 90% of the 175 other Illinois planners that publish a flat or project fee charge less.
• Its annual fee of $15,000 is above the Illinois median of $7,500. 81% of the 77 other Illinois planners that publish an annual fee charge less.

About Wysopal Wealth

• Principal: Brett Wysopal
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• 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

2% a year

Clients

11

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$6,715,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330813

Website

instagram.com/bsoaps27 (opens in new tab)

Phone

(708) 260-6995

Can advise clients in 2 states: California, Illinois

Other planners in La Grange Park that publish fees

• Galvanize Wealth LLCLa Grange Park$2,000⁠-⁠$5,000
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr
• Altman AdvisorsChicago$500/hr, $25,000

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