# Anna Thornburg

> Anna Thornburg is a fee-only financial advisor at Model Wealth in Wheaton, Illinois. Anna charges hourly fees, a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $7,900 a year and one-time plans from $4,200) and focuses on flat-fee planning and retirement planning.

Page: https://find.wellspent.co/advisors/anna-thornburg/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Model Wealth
- **Based in:** Wheaton, Illinois
- **Fee model:** Hourly; Flat fee or retainer; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $7,900 a year; one-time plans from $4,200; $350 an hour; typically works with clients with $1,000,000 or more
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $318.2M across 622 accounts
- **Specialties:** Flat-fee planning, Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6482378 (https://adviserinfo.sec.gov/individual/summary/6482378)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 65 (2022)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.modelwealth.com/

## Frequently asked questions

### Is Anna Thornburg a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Anna holds no broker registration, and Model Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Anna charge for financial advice?

Anna charges hourly fees, a flat fee or retainer, an ongoing planning fee and a one-time planning fee.

### How much does Anna charge?

According to Model Wealth's website, checked October 30, 2026: ongoing planning from $7,900 a year; one-time plans from $4,200; $350 an hour; typically works with clients with $1,000,000 or more.

### Does Anna work with clients virtually?

Yes. Model Wealth says on its website that it works with clients remotely.

### Where is Anna Thornburg based?

Anna Thornburg is based in Wheaton, Illinois.

### What does Anna specialize in?

Anna's specialties include flat-fee planning and retirement planning. Anna works with retirees and pre-retirees.

### Is Anna Thornburg registered with the SEC?

Yes. Anna Thornburg is registered as an investment adviser representative in IL (CRD 6482378), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Model Wealth manage?

Model Wealth reports $318.2M across 622 accounts in assets under management.

### How do I contact Anna Thornburg?

Through Anna's website, www.modelwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6482378): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.modelwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.