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Fleur-de-lis Financial

Lake Bluff, Illinois

Fee-only

Fleur-de-lis Financial 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 2 employees and 7 individual clients, 2 of them high net worth.
  • Its average account is about $367,000 (assets it manages divided by its 33 accounts).

Fee-only advisors in Illinois · What fee-only advisors charge in Illinois

Facts

Based inLake Bluff, Illinois
Websitefleur-de-lisfinancial.com
Email[email protected]
Phone(312) 748-7484

Questions about Fleur-de-lis Financial

How many advisors does Fleur-de-lis Financial have in the Wellspent public graph?

The Wellspent public graph lists 1 advisor at Fleur-de-lis Financial.

What is the average account at Fleur-de-lis Financial?

Fleur-de-lis Financial's average account is about $367,000. That's the assets on its Form ADV divided by its 33 accounts.

Fleur-de-lis Financial fees

Fleur-de-lis Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 byPercentage of assets · Hourly · Fixed fees
Assets managed$12 million
Individual clients5
High-net-worth clients2
Accounts managed33
Employees2
Planning clients1-10
Financial planningOffered
Form ADV filedJanuary 6, 2026
SEC recordCRD 325685

Advisors at this firm (1)

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