Firm
MJC Financial Fitness
Chicago, Illinois
Fee-only
MJC Financial Fitness at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 15 individual clients, 3 of them high net worth.
- Its average account is about $31,000 (assets it manages divided by its 58 accounts).
- 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 | mjcfinancialfitness.com |
| Phone | (312) 210-0665 |
MJC Financial Fitness fees
MJC Financial Fitness doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, one-time plans or projects. 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 by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $2 million |
| Individual clients | 12 |
| High-net-worth clients | 3 |
| Accounts managed | 58 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | October 19, 2026 |
| SEC record | CRD 306875 |