Lake Life Wealth Advisory Group LLC 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 and 5 individual clients, 1 of them high net worth.
- Its ongoing planning fee starts at $3,000 a year, below 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 | Chicago, Illinois |
|---|---|
| Website | lakelifewealthadvisorygroup.com |
| [email protected] | |
| Phone | (847) 404-9225 |
Questions about Lake Life Wealth Advisory Group LLC
How much does Lake Life Wealth Advisory Group LLC charge?
Lake Life Wealth Advisory Group LLC publishes these prices: ongoing planning: from $3,000 a year. We found this on its website, checked October 28, 2026.
Does Lake Life Wealth Advisory Group LLC have an account minimum?
No. Lake Life Wealth Advisory Group LLC says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Lake Life Wealth Advisory Group LLC paid?
Lake Life Wealth Advisory Group LLC's Form ADV says it is paid by: fixed fees.
How many advisors does Lake Life Wealth Advisory Group LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Lake Life Wealth Advisory Group LLC.
What does Lake Life Wealth Advisory Group LLC specialize in?
Lake Life Wealth Advisory Group LLC's advisors and website list student loans, retirement planning, tax planning and estate & legacy planning.
Is Lake Life Wealth Advisory Group LLC accepting new clients?
Yes, according to Lake Life Wealth Advisory Group LLC's website, checked October 28, 2026.
Lake Life Wealth Advisory Group LLC 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 $3,000 a year |
|---|---|
| Account minimum | None |
| How it charges | Ongoing planning fee |
In the firm's words
"Annual retainer fees range from $3,000 - $20,000" source
"I do not have investment balance minimums" source
"Annual retainer fees range from $3,000 - $20,000" 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 |
|---|---|
| Individual clients | 4 |
| High-net-worth clients | 1 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | September 8, 2026 |
| SEC record | CRD 292520 |