Brian Thompson Financial LLC 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 18 individual clients, 3 of them high net worth.
- Its average account is about $502,000 (assets it manages divided by its 38 accounts).
- Its ongoing planning fee starts at $8,000 a year, above the Illinois median of $5,000.
- Its website says it's taking new clients.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Chicago, Illinois |
|---|---|
| Website | btfinancial.com |
| brian@btfinancial | |
| Phone | (312) 624-8320 |
Questions about Brian Thompson Financial LLC
How much does Brian Thompson Financial LLC charge?
Brian Thompson Financial LLC publishes these prices: ongoing planning: from $8,000 a year; one-time plan: from $4,000. We found this on its website, checked October 28, 2026.
How is Brian Thompson Financial LLC paid?
Brian Thompson Financial LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Brian Thompson Financial LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Brian Thompson Financial LLC.
What is the average account at Brian Thompson Financial LLC?
Brian Thompson Financial LLC's average account is about $502,000. That's the assets on its Form ADV divided by its 38 accounts.
What does Brian Thompson Financial LLC specialize in?
Brian Thompson Financial LLC's advisors and website list small business owners.
Is Brian Thompson Financial LLC accepting new clients?
Yes, according to Brian Thompson Financial LLC's website, checked October 28, 2026.
Brian Thompson Financial LLC 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.
| Ongoing planning | From $8,000 a year |
|---|---|
| One-time plan | From $4,000 |
| How it charges | Ongoing planning fee · One-time plans or projects |
In the firm's words
"Starting at $8,000 (Sole Props) / $10,000 (S-Corps)" source
"Sole Proprietors: $4,000–$6,000" 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 · Fixed fees |
|---|---|
| Assets managed | $19 million |
| Individual clients | 15 |
| High-net-worth clients | 3 |
| Accounts managed | 38 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 282379 |