Firm
Contour Financial
Orland Park, Illinois
Fee-only
Contour Financial at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 74 individual clients.
- Its average account is about $356,000 (assets it manages divided by its 201 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Orland Park, Illinois |
|---|---|
| Website | contourfinancial.com |
| [email protected] | |
| Phone | (708) 460-3800 |
Contour Financial fees
Contour Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $71 million |
| Individual clients | 74 |
| Accounts managed | 201 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 12, 2026 |
| SEC record | CRD 111100 |