Firm
York Wealth Management
West Chicago, Illinois
Fee-only
Facts
| Based in | West Chicago, Illinois |
|---|---|
| Website | yorkwealthmanagement.com |
| Phone | (630) 360-7283 |
York Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,400 a year |
|---|---|
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Starts at $200/Month" source
"Flat monthly subscriptions. No asset minimums. No hidden fees. Cancel anytime." source
"Starts at $200/Month" source
"Flat monthly subscriptions. No asset minimums. No hidden fees. Cancel anytime." 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 | $0 million |
| Individual clients | 6 |
| Financial planning | Offered |
| Form ADV filed | January 9, 2026 |
| SEC record | CRD 331730 |