Firm
Model Wealth
Wheaton, Illinois
Fee-only
Facts
| Based in | Wheaton, Illinois |
|---|---|
| Website | modelwealth.com |
| Phone | (630) 381-1170 |
Model Wealth 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 $7,900 a year |
|---|---|
| One-time plan | From $4,200 |
| Hourly | $350 an hour |
| How it charges | Hourly · Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"typically range in price from $7,900 to $12,000 per year" source
"typically cost between $4,200 and $6,300 (based on an anticipated 12 to 18 hours of work)" source
"billed based on actual hours at a rate of $350 per hour" source
"Our average flat fee wealth management client has financial assets of more than $1 million" 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 | $318 million |
| Individual clients | 63 |
| Financial planning | Offered |
| Form ADV filed | May 5, 2026 |
| SEC record | CRD 299798 |