Firm
Azalea Wealth Management
Glen Ellyn, Illinois
Fee-only
Azalea Wealth Management 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 35 individual clients, 4 of them high net worth.
- Its average account is about $197,000 (assets it manages divided by its 75 accounts).
- Its ongoing planning fee starts at $1,200 a year, below the Illinois median of $5,000.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Glen Ellyn, Illinois |
|---|---|
| Website | azaleawealth.com |
| Phone | (630) 664-5390 |
Azalea Wealth Management 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 $1,200 a year |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Monthly fees range from $100 to $300 based on complexity." source
"No minimum asset under management requirement." source
"Monthly fees range from $100 to $300 based on complexity." source
"Fees are based on assets under management per household." 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 | $15 million |
| Individual clients | 31 |
| High-net-worth clients | 4 |
| Accounts managed | 75 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | October 14, 2025 |
| SEC record | CRD 307567 |