Firm
Vista Financial Planning
Oak Park, Illinois
Fee-only
Vista Financial Planning at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 29 individual clients, 22 of them high net worth.
- Its website says it's taking new clients.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Oak Park, Illinois |
|---|---|
| Website | vistafp.com |
| Phone | (708) 445-8747 |
Vista Financial Planning fees
Vista Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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 | Fixed fees |
|---|---|
| Individual clients | 7 |
| High-net-worth clients | 22 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 13, 2026 |
| SEC record | CRD 129729 |