PlannerFees

ZHP Capital LLC fees and pricing

Financial planner in Inverness, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 28, 2026, ZHP Capital LLC charges $250 an hour and an annual fee of $500⁠-⁠$750 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“The maximum fee that ZHP will charge is an hourly rate of $250 per hour.”
Annual fee
$500⁠-⁠$750/yr
“Annual reviews, with written recommended re-balancing - minimum $500 per year Quarterly reviews, with written recommended re-balancing - minimum $750 per year (Cost of reviews will vary with complexity of client's accounts and assets, similar to consultations.) ZHP Capital is providing advisory services under…”

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

How ZHP Capital LLC bills

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

  • “The fee is billed monthly for 12 months, based on prior balances as of the agreement’s annual anniversary date.”
  • “If a client opens or closes an account during a quarter, the management fee will be assessed on a pro-rata basis.”
  • “Other fees are billed upon completion of the service provided.”

How ZHP Capital LLC’s 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.
  • Its annual fee of $500-$750 is below the Illinois median of $7,500. 4% of the 77 other Illinois planners that publish an annual fee charge less.

About ZHP Capital LLC

“Capital provides investment advisory services including portfolio asset allocation, investment management and limited financial planning to individuals, corporations, or organizations.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 3 employees.
  • Credentials named in the brochure: CFA.
  • Registered as an adviser: 2009 (17 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • College planning
  • Business owners
  • Equity compensation
  • 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
0.5% a year
Minimum
$500,000 in assets (stated in brochure)
Clients
74
Employees
3
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, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services
Assets managed
$37,032,692
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
149204
Website
zhpcapital.com (opens in new tab)
Phone
(847) 400-6982

Other planners in Inverness that publish fees

Compare all 526 planners in Illinois

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