DIYFi Advisors LLC, founded in 2025 and based in Chicago, Illinois, provides financial planning and investment advisory services designed to empower clients through education. Instead of managing money directly or charging fees based on the size of your portfolio, DIYFi Advisors charges flat fees or hourly rates to help you take control of your own finances. The firm specializes in helping individuals transition away from high-fee investment platforms and automated investing services toward low-cost, self-directed platforms using broad index funds and exchange-traded funds. Services include foundational financial setup for recent graduates, portfolio transition packages for moving accounts, comprehensive financial safety net packages, hourly consulting, and custom service packages tailored to specific needs.
Fee Structure
- Financial Foundations Package — $250, designed for recent graduates to help with initial financial assessments, retirement account enrollment, debt repayment, and banking recommendations
- Portfolio Transition Package — $750, for clients moving from expensive financial advisors or automated investing platforms to self-directed accounts, including portfolio analysis and tax-efficient transfer strategies
- Financial Safety Net Package — $1,250, a comprehensive planning package that includes retirement goal projections, risk management, insurance and estate planning reviews, and portfolio optimization
- Comprehensive Financial Review — $400, a custom package covering an account review, budget and cash flow analysis, health insurance assessment, and a written summary of recommendations
- Estate Planning Review — $500, a custom package reviewing existing estate documents and beneficiary designations
- Hourly Consulting — $250 per hour (billed in 30-minute increments at $125 per half-hour) for flexible, on-demand financial advice