Firm
Wealth IQ
Springfield, Illinois
Fee-only
Wealth IQ 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 and 2 individual clients, 1 of them high net worth.
- Its average account is about $331,000 (assets it manages divided by its 4 accounts).
- 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 | Springfield, Illinois |
|---|---|
| Website | wealthiqco.com |
| [email protected] | |
| Phone | (773) 620-4446 |
Wealth IQ 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.
| One-time plan | From $1,500 |
|---|---|
| Asset-based fee | 0.65% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · One-time plans or projects · Ongoing planning fee · Hourly |
In the firm's words
"Starting from $1,500 per engagement depending on level of complexity" source
"$0 - $1,000,000 0.65%" source
"No asset minimums." source
"Starting from $1,500 per engagement depending on level of complexity" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 1 |
| High-net-worth clients | 1 |
| Accounts managed | 4 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | September 10, 2026 |
| SEC record | CRD 331880 |