Firm
Lestna
Chicago, Illinois
Fee-only
Lestna at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFA.
- Its Form ADV reports 2 employees and 18 individual clients.
- Its average account is about $119,000 (assets it manages divided by its 32 accounts).
- Its ongoing planning fee starts at $10,000 a year, above the Illinois median of $5,000.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Chicago, Illinois |
|---|---|
| Website | lestna.com |
| [email protected] | |
| Phone | (312) 971-7071 |
Lestna 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 $10,000 a year |
|---|---|
| How it charges | Ongoing planning fee · Percentage of assets |
In the firm's words
"Annual fees generally start at $10,000, depending on the complexity of your situation and the scope of services involved." source
"Our service begins with The Heritage Path and continues as an ongoing planning relationship" source
"that service is priced separately as a percentage of the assets we manage" 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 | $4 million |
| Individual clients | 18 |
| Accounts managed | 32 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | September 4, 2026 |
| SEC record | CRD 171753 |