Firm
Pluto Wealth Management
Woodridge, Illinois
Fee-only
Pluto Wealth Management 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 6 individual clients.
- Its average account is about $42,000 (assets it manages divided by its 42 accounts).
- Its ongoing planning fee starts at $1,800 a year, below the Illinois median of $5,000.
- Its website says it's taking new clients.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Woodridge, Illinois |
|---|---|
| Website | plutowm.com |
| Phone | (312) 488-9548 |
Pluto Wealth Management 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 $1,800 a year |
|---|---|
| One-time plan | From $150 |
| How it charges | Ongoing planning fee · One-time plans or projects · Percentage of assets |
In the firm's words
"Budget Coaching" source
"Budget Coaching" source
"Assets Under Management - Contact for pricing" 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 · Subscription · Fixed fees |
|---|---|
| Assets managed | $2 million |
| Individual clients | 6 |
| Accounts managed | 42 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 307295 |