Firm
Considerate Capital
Northbrook, Illinois
Fee-only
Considerate Capital 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 6 individual clients, 4 of them high net worth.
- Its average account is about $545,000 (assets it manages divided by its 16 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Northbrook, Illinois |
|---|---|
| Website | consideratecapital.com |
| Phone | (312) 477-2047 |
Considerate Capital 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"First $1M 1.00%" source
"often with $2M+ in investable assets" source
"Our fee is based on assets under management, blended across tiers and disclosed in writing before any engagement begins." source
"The Considerate Method is an ongoing relationship" 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 | $9 million |
| Individual clients | 2 |
| High-net-worth clients | 4 |
| Accounts managed | 16 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | September 29, 2026 |
| SEC record | CRD 309585 |