Firm
Daybreak Wealth
Hinsdale, Illinois
Fee-only
Facts
| Based in | Hinsdale, Illinois |
|---|---|
| Website | daybreak-wealth.com |
| Phone | (630) 570-0611 |
Daybreak Wealth 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.
| Ongoing planning | From $9,000 a year |
|---|---|
| Account minimum | $500,000 |
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"$9,000/year" source
"we currently have an account minimum of $500,000." source
"Daybreak Wealth charges a fixed-dollar advisory fee, covering your entire partnership" source
"Fees are billed quarterly and in arrears." 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 | Fixed fees |
|---|---|
| Assets managed | $54 million |
| Individual clients | 7 |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 322844 |