Firm
The Planning Center
Chicago, Illinois
Fee-only
The Planning Center at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 10 advisors are listed here; all hold the CFP.
- Its Form ADV reports 28 employees and 895 individual clients, 325 of them high net worth.
- Its average account is about $452,000 (assets it manages divided by its 3,032 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Chicago, Illinois |
|---|---|
| Website | theplanningcenter.com |
| [email protected] | |
| Phone | (312) 664-4090 |
The Planning Center fees
The Planning Center doesn't publish its prices on its website, or we couldn't confirm them word for word. 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $1.4 billion |
| Individual clients | 570 |
| High-net-worth clients | 325 |
| Accounts managed | 3,032 |
| Employees | 28 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-61051) |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 118994 |