Lamke Financial LLC
Wheaton, Illinois
Lamke Financial 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.
- Its ongoing planning fee starts at $1,500 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 | Wheaton, Illinois |
|---|---|
| Website | lamkefinancial.com |
| [email protected] | |
| Phone | (636) 779-6699 |
Questions about Lamke Financial LLC
How much does Lamke Financial LLC charge?
Lamke Financial LLC publishes these prices: ongoing planning: from $1,500 a year; one-time plan: from $1,000; hourly: $190 an hour. We found this on its website, checked October 28, 2026.
How is Lamke Financial LLC paid?
Lamke Financial LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Lamke Financial LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Lamke Financial LLC.
Is Lamke Financial LLC accepting new clients?
Yes, according to Lamke Financial LLC's website, checked October 28, 2026.
Lamke Financial 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 $1,500 a year |
|---|---|
| One-time plan | From $1,000 |
| Hourly | $190 an hour |
| How it charges | Hourly · One-time plans or projects · Ongoing planning fee |
In the firm's words
"up to 12 hours of advisor time will be available to you for an annual fee of $1,500" source
"The fee for this service is $1,000 - $1,500 depending on the complexity of the client's financial situation." source
"our hourly un-discounted rate is $190 per hour" source
"These services will be charged at the $190 per hour rate." 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 | April 3, 2024 |
| SEC record | CRD 160466 |