Firm
Checkpoint Financial Planning
Highland Park, Illinois
Fee-only
Checkpoint Financial Planning at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 70 individual clients, 20 of them high net worth.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Highland Park, Illinois |
|---|---|
| Website | checkpointfin.com |
| Phone | (847) 436-0456 |
Checkpoint Financial Planning fees
Checkpoint Financial Planning 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 | 50 |
| High-net-worth clients | 20 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 8, 2026 |
| SEC record | CRD 328729 |