The Wealthy Parent LLC 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 ongoing planning fee starts at $9,000 a year, above the Illinois median of $5,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Chicago, Illinois |
|---|---|
| Website | thewealthyparent.com |
| [email protected] | |
| Phone | (833) 553-0529 |
Questions about The Wealthy Parent LLC
How much does The Wealthy Parent LLC charge?
The Wealthy Parent LLC publishes these prices: ongoing planning: from $9,000 a year; one-time plan: from $4,950. We found this on its website, checked October 28, 2026.
How is The Wealthy Parent LLC paid?
The Wealthy Parent LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does The Wealthy Parent LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at The Wealthy Parent LLC.
What does The Wealthy Parent LLC specialize in?
The Wealthy Parent LLC's advisors and website list tax planning, equity compensation and flat-fee planning.
Is The Wealthy Parent LLC accepting new clients?
Yes, according to The Wealthy Parent LLC's website, checked October 28, 2026.
Does The Wealthy Parent LLC work with clients virtually?
Yes. The Wealthy Parent LLC's website says it works with clients virtually.
The Wealthy Parent LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $9,000 a year |
|---|---|
| One-time plan | From $4,950 |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects · Hourly |
In the firm's words
"$750 Per Month | $9,000 Annual Fee | Ongoing Engagement" source
"The Wealthy Parent Plan $4,950 | 6-Month Engagement" source
"I only charge a flat, project-based or ongoing fee for my services." source
"The Wealthy Parent Ongoing Planning $750 Per Month | $9,000 Annual Fee | Ongoing Engagement" 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 | Hourly · Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 326157 |