Anna Thornburg
Model Wealth · Wheaton, Illinois
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $318.2M across 622 accounts |
| SEC registration | Investment adviser representative in IL · CRD 6482378 |
| Exams passed | Series 65 (2022) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.modelwealth.com |
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Questions about Anna
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Model Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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