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Powers Planning, LLC. (Arlington Heights)


Powers Planning, LLC. is a large advisory firm based in Arlington Heights. It manages $34.23 million of regulatory assets for 63 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Illinois.




Powers Planning provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Powers Planning: assets under management

The assets under management (AUM) of Powers Planning, LLC. is $34.23 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $31.69 million in discretionary accounts and $2.54 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $565.8 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $363.43 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Powers Planning, LLC. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Arlington Heights

The principal office where Powers Planning, LLC. performs its advisory services is located at 215 N. Arlington Heights Road, Suite 100, Arlington Heights, IL 60004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 847-590-8340 or by fax 847-590-8370. The normal business hours are 8:00a.m.-5:00p.m. on Monday - Friday.


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