Essential Financial Strategies
Palos Heights, Illinois
Essential Financial Strategies at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its ongoing planning fee starts at $6,000 a year, above the Illinois median of $5,000.
- Its website says it's taking new clients.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Palos Heights, Illinois |
|---|---|
| Website | essentialfinancialstrategies.com |
| [email protected] | |
| Phone | (708) 949-6194 |
Questions about Essential Financial Strategies
How much does Essential Financial Strategies charge?
Essential Financial Strategies publishes these prices: ongoing planning: from $6,000 a year; one-time plan: from $1,500. We found this on its website, checked October 28, 2026.
How is Essential Financial Strategies paid?
Essential Financial Strategies's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Essential Financial Strategies have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Essential Financial Strategies.
What does Essential Financial Strategies specialize in?
Essential Financial Strategies's advisors and website list tax planning and retirement planning.
Is Essential Financial Strategies accepting new clients?
Yes, according to Essential Financial Strategies's website, checked October 28, 2026.
Essential Financial Strategies fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| One-time plan | From $1,500 |
| How it charges | Ongoing planning fee · One-time plans or projects · Flat fee |
In the firm's words
"Wealth Retainer—Minimum fee of $6000" source
"Wealth Review - Fee $1500" source
"the Wealth Retainer provides on going comprehensive financial planning for a fixed annual fee" 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 | Hourly · Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 21, 2026 |
| SEC record | CRD 153415 |
Advisors at this firm (1)
Other fee-only firms in Illinois
- Essex · Deer Park
- Evansbrook Capital Management · Bolingbrook
- Expressive Wealth LLC · Chicago
- Factor Wealth Management · Chicago
- Family First Wealth Management, LLC · Sycamore
- Fee-Only Financial Advisors, Ltd. · Palatine
- Financial Design Studio, Inc. · Deer Park
- Financial Elements, Inc. · Rolling Meadows