Firm
Bold Vision Financial
Chicago, Illinois
Fee-only
Bold Vision 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.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Chicago, Illinois |
|---|---|
| Website | boldvisionfinancial.com |
| [email protected] | |
| Phone | (312) 847-1223 |
Bold Vision 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.
| One-time plan | From $2,750 |
|---|---|
| Hourly | $385 an hour |
| How it charges | One-time plans or projects · Hourly |
In the firm's words
"Bold Focus Financial Plan Starting at $ 2,750 * Per individual" source
"Starting at $ 385/hr." source
"Financial advising as needed, by the hour." 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 | Hourly · Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | September 3, 2026 |
| SEC record | CRD 316268 |