Firm
Prism Planning Partners
Libertyville, Illinois
Fee-only
Facts
| Based in | Libertyville, Illinois |
|---|---|
| Website | prismplanningpartners.com |
| [email protected] | |
| Phone | (847) 250-9870 |
Prism Planning Partners 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.
| One-time plan | From $5,000 |
|---|---|
| How it charges | One-time plans or projects |
In the firm's words
"Our comprehensive financial planning services are charged a base fee of $5,000." source
"Our comprehensive financial planning services are charged a base fee of $5,000." 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 | $242 million |
| Individual clients | 96 |
| Financial planning | Offered |
| Form ADV filed | March 2, 2026 |
| SEC record | CRD 290485 |