Firm
ATK Financial Prosperity
Oswego, Illinois
Fee-only
ATK Financial Prosperity at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 14 individual clients.
- Its average account is about $96,000 (assets it manages divided by its 17 accounts).
- Its ongoing planning fee starts at $7,500 a year, above the Illinois median of $5,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Oswego, Illinois |
|---|---|
| Website | atkfp.com |
| [email protected] | |
| Phone | (630) 740-0495 |
ATK Financial Prosperity fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $7,500 a year |
|---|---|
| Account minimum | $750,000 |
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"$750K – $1.5M $7,500" source
"Diligent saver with $750,000+ in retirement savings" source
"$750K – $1.5M $7,500" source
"We charge an annual Flat Fee based on the schedule below" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $2 million |
| Individual clients | 14 |
| Accounts managed | 17 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 324287 |