Avenue 90 Financial at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 10 individual clients.
- Its average account is about $232,000 (assets it manages divided by its 41 accounts).
- 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 | Chicago, Illinois |
|---|---|
| Website | avenue90.com |
| [email protected] | |
| Phone | (708) 942-4858 |
Questions about Avenue 90 Financial
How much does Avenue 90 Financial charge?
Avenue 90 Financial publishes these prices: hourly: $250 an hour; asset-based fee: 0.9% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
Does Avenue 90 Financial have an account minimum?
Yes. Avenue 90 Financial states an account minimum of $25,000. We found this on its website, checked October 28, 2026.
How is Avenue 90 Financial paid?
Avenue 90 Financial's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Avenue 90 Financial have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Avenue 90 Financial.
What is the average account at Avenue 90 Financial?
Avenue 90 Financial's average account is about $232,000. That's the assets on its Form ADV divided by its 41 accounts.
What does Avenue 90 Financial specialize in?
Avenue 90 Financial's advisors and website list tax planning, retirement planning and small business owners.
Is Avenue 90 Financial accepting new clients?
Yes, according to Avenue 90 Financial's website, checked October 28, 2026.
Does Avenue 90 Financial work with clients virtually?
Yes. Avenue 90 Financial's website says it works with clients virtually.
Avenue 90 Financial fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $250 an hour |
|---|---|
| Asset-based fee | 0.9% a year on the first tier of assets |
| Account minimum | $25,000 |
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
In the firm's words
"Rate: $250/hour" source
"First $100k: 0.90%" source
"Investment minimum for this service is $25k." 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 | $10 million |
| Individual clients | 10 |
| Accounts managed | 41 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 325651 |