MyGen Planning

MyGen Planning 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 website says it's taking new clients.

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

Facts

MyGen Planning fees

MyGen Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee, one-time plans or projects, hourly, percentage of assets. 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)

• Emiramis Gjini

  CFP