Maple Street Capital Advisors

Maple Street Capital Advisors at a glance

• One of 330 fee-only firms based in Illinois in the Wellspent graph.
• 1 advisor is listed here, who holds the CFA.
• Its Form ADV reports 1 employee and 25 individual clients, 9 of them high net worth.
• Its average account is about $240,000 (assets it manages divided by its 96 accounts).

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

Facts

Maple Street Capital Advisors fees

Maple Street Capital Advisors 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

Advisors at this firm (1)

• David Meehan

  CFA