Firm
Defined Capital
Oak Brook, Illinois
Fee-only
Facts
| Based in | Oak Brook, Illinois |
|---|---|
| Website | defineyourcapital.com |
| [email protected] | |
| Phone | (630) 544-2525 |
Defined 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.
| Ongoing planning | From $1,000 a year |
|---|---|
| Asset-based fee | 0.5% to 1% a year |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"This fee, typically between $1,000 and $2,500" source
"with rates typically ranging from 0.5% to 1%" source
"with rates typically ranging from 0.5% to 1%" source
"specialize in helping people 55 and older who have at least $250,000 saved for retirement" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $44 million |
| Individual clients | 116 |
| Financial planning | Offered |
| Form ADV filed | February 9, 2026 |
| SEC record | CRD 317360 |