Bourbon Financial 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 77 individual clients, 49 of them high net worth.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Chicago, Illinois |
|---|---|
| Website | bourbonfm.com |
| [email protected] | |
| Phone | (312) 909-6539 |
Questions about Bourbon Financial Management
How is Bourbon Financial Management paid?
Bourbon Financial Management's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Bourbon Financial Management have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Bourbon Financial Management.
What does Bourbon Financial Management specialize in?
Bourbon Financial Management's advisors and website list tax planning, retirement planning, small business owners and real estate investors.
Bourbon Financial Management fees
Bourbon Financial Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Individual clients | 28 |
| High-net-worth clients | 49 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | September 30, 2026 |
| SEC record | CRD 152178 |