Firm
Paisley Financial
Homer Glen, Illinois
Fee-only
Paisley Financial 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 2 employees and 141 individual clients, 9 of them high net worth.
- Its average account is about $245,000 (assets it manages divided by its 141 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Homer Glen, Illinois |
|---|---|
| Website | paisleyfinancial.com |
| [email protected] | |
| Phone | (312) 878-8500 |
Paisley Financial 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $200,000 |
| How it charges | Percentage of assets |
In the firm's words
"Our standard fee is 1% Annually based on Assets under Management but this may vary depending on account type." source
"Currently, our minimum account size is $200,000 (for non-401k accounts)" source
"Our standard fee is 1% Annually based on Assets under Management but this may vary depending on account type." 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 | $35 million |
| Individual clients | 132 |
| High-net-worth clients | 9 |
| Accounts managed | 141 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 2, 2026 |
| SEC record | CRD 150727 |