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Firm

Von Holt Financial Advisors

Palatine, Illinois

Fee-only

Facts

Based inPalatine, Illinois
Websitevonholt-fa.com
Phone(847) 991-6050

Von Holt Financial Advisors fees

Von Holt Financial Advisors 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 byPercentage of assets
Assets managed$107 million
Individual clients10
Financial planningOffered
Form ADV filedFebruary 10, 2026
SEC recordCRD 115050

Advisors at this firm (2)