Brickwork Financial Planning is a registered investment advisor based in Orland Park, Illinois, providing comprehensive financial planning, consulting, and retirement plan services. Brickwork Financial Planning offers modular financial planning, retirement income planning engagements, and ongoing retainer financial planning. Topics covered include risk assessment, investment planning, tax planning, insurance reviews, estate plan reviews, and executive compensation. Brickwork Financial Planning does not provide direct portfolio management services, but its advisors are also affiliated with 4Wealth Advisors, another registered investment advisor, and may recommend their investment management services. Brickwork Financial Planning also provides pension consulting services to employee benefit plans and qualified retirement plans. Advisors associated with Brickwork Financial Planning are also licensed insurance agents and may earn commissions from selling insurance products.
Fee Structure
Brickwork Financial Planning offers ongoing retainer financial planning services and consulting for a fixed fee paid either monthly or quarterly in advance. Services include tax planning, insurance reviews, inventory of assets, analysis of financial goals, portfolio analysis, retirement planning, and estate plan reviews.
- Individual Planning Modules (such as titling and beneficiary designations, risk management and insurance planning, banking and credit management, executive compensation, education and family support, tax planning, business succession planning, distribution of estate, and charitable giving) — $250 to $5,000 per module, which includes a one-hour consultation, written summary of module objectives, and customized reports such as a net worth statement or asset allocation analysis.
- Retirement Income Planning Engagement — a customized engagement involving multiple in-person meetings, goal planning profiles, asset allocation reports, and distribution optimization strategies using financial planning software.
- Hourly Consulting — $250 to $350 per hour for financial planning and general consulting services.