Valeo Financial Advisors 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 178 employees and 3,021 individual clients, 2,257 of them high net worth.
- Its average account is about $568,000 (assets it manages divided by its 22,812 accounts).
- Its ongoing planning fee starts at $10,000 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 | valeofinancial.com |
| [email protected] | |
| Phone | (224) 723-0687 |
Questions about Valeo Financial Advisors
How much does Valeo Financial Advisors charge?
Valeo Financial Advisors publishes these prices: ongoing planning: from $10,000 a year. We found this on its website, checked October 28, 2026.
Does Valeo Financial Advisors have an account minimum?
No. Valeo Financial Advisors says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Valeo Financial Advisors paid?
Valeo Financial Advisors's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Valeo Financial Advisors have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Valeo Financial Advisors.
What is the average account at Valeo Financial Advisors?
Valeo Financial Advisors's average account is about $568,000. That's the assets on its Form ADV divided by its 22,812 accounts.
What does Valeo Financial Advisors specialize in?
Valeo Financial Advisors's advisors and website list real estate investors, small business owners, retirement planning and equity compensation.
Is Valeo Financial Advisors accepting new clients?
Yes, according to Valeo Financial Advisors's website, checked October 28, 2026.
Does Valeo Financial Advisors work with clients virtually?
Yes. Valeo Financial Advisors's website says it works with clients virtually.
Valeo Financial Advisors 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 $10,000 a year |
|---|---|
| Account minimum | None |
| How it charges | Ongoing planning fee |
In the firm's words
"we charge a minimum annual fee of $10,000" source
"there are no account or net worth minimums for our services" source
"there is one transparent fee based on your net worth." 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 · Fixed fees |
|---|---|
| Assets managed | $13.0 billion |
| Individual clients | 764 |
| High-net-worth clients | 2,257 |
| Accounts managed | 22,812 |
| Employees | 178 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-66402) |
| Financial planning | Offered |
| Form ADV filed | April 30, 2026 |
| SEC record | CRD 127132 |