Urban Financial Advisory

Urban Financial Advisory at a glance

• One of 330 fee-only firms based in Illinois in the Wellspent graph.
• 3 advisors are listed here; all hold the CFP.
• Its Form ADV reports 15 employees and 254 individual clients, 182 of them high net worth.
• Its average account is about $1.4 million (assets it manages divided by its 1,060 accounts).

Fee-only advisors in Illinois · What fee-only advisors charge in Illinois

Facts

Urban Financial Advisory fees

Urban Financial Advisory doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects. 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

Advisors at this firm (3)

• Andrew Kitay

  CFP

• Jeremy Ander

  CFP

• Steven Urban

  CFP