Financial advisors for early-career professionals in Illinois
Which financial advisor should I talk to early in your career in Illinois?
For early-career professionals in Illinois, talk to a fee-only planner who charges flat or hourly fees and has no asset minimum. You need decisions more than portfolio management, so a one-time plan or a low subscription is often enough. Records to start with include Corissa Landphair of Landphair Wealth Management, Valerie Rivera of FirstGen Wealth and Emiramis Gjini of MyGen Planning.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Corissa Landphair Landphair Wealth Management, Winnetka Holds the CFP. Fees on file: percentage of assets.
- Valerie Rivera FirstGen Wealth, Chicago Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Emiramis Gjini MyGen Planning, Chicago Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee.
- Dave Grant Retirement Matters, Inc., Barrington Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Linda Rapisardo Canela Wealth LLC, Riverside Holds the CFP. Fees on file: subscription, one-time planning fee.
- Cynthia Menker Contour Financial, Orland Park Holds the CFP. Fees on file: percentage of assets.
How many fee-only financial advisors in Illinois work with early-career professionals?
The Wellspent public graph lists 28 fee-only advisors for early-career professionals in Illinois, at 22 firms. We counted every advisor record that lists this work, as of November 2026.
Where are fee-only advisors for early-career professionals in Illinois located?
Of the 28 fee-only advisors for early-career professionals in Illinois, 13 are in Chicago, followed by 2 in Evanston and 2 in Springfield.
Plus 9 in other cities.
How do fee-only advisors for early-career professionals in Illinois charge?
The most common fee among fee-only advisors for early-career professionals in Illinois is a percentage of assets, used by 82% of the 28 with fees on file. Many use more than one: 25% charge a one-time planning fee and 25% charge fixed fees.
How much do fee-only financial advisors charge in Illinois?
Fee-only financial advisors in Illinois charge a median of $5,000 a year for ongoing planning. We found this across the published prices of 35 Illinois firms.
How much does a one-time financial plan cost in Illinois?
A one-time financial plan from a fee-only firm in Illinois has a median price of $2,625. We found this across the published prices of 26 Illinois firms.
What credentials should a financial advisor for early-career professionals have?
For early-career professionals, look for the CFP. In Illinois, 54% of the 28 advisors listed hold the CFP.
- CFP54% in Illinois
- The CFP covers debt, saving, and insurance together.
How do Illinois advisors for early-career professionals compare with the rest of the US?
82% of fee-only advisors for early-career professionals in Illinois charge a percentage of assets, compared with 75% of the 759 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Illinois. Light bars are all US advisors for early-career professionals.
What should I ask a financial advisor early in your career in Illinois?
- Do you have an asset minimum?
- What would a one-time plan cost, and what would I get?
- Should I pay down debt or invest first?
- How much house can I actually afford?
How current is this list of fee-only advisors for early-career professionals in Illinois?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 28 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Garrett Chmiola Valeo is an independent, fee-only financial advisory firm offering objective, independent guidance for one transparent fee | Valeo Financial Advisors | Chicago | CFP, CPA | Flat fee or retainer, Percentage of assets |
| Patti Hughes | Lake Life Wealth Advisory Group LLC | Chicago | CFP, CPA | Ongoing planning fee |
| Tim Carpenter | Rhodo Wealth Management | Geneva | CFP | One-time planning fee, Percentage of assets |
| Valerie Rivera | FirstGen Wealth | Chicago | CFP | Flat fee or retainer, Ongoing planning fee |
| Dan Wood | Zimmerman Wealth Management, LLC | Evanston | CFA, CFP | Percentage of assets, Fixed fees |
| Linda Rapisardo Flat-fee, advice-only planning for first-generation professionals in their 30s and 40s who never got a financial roadmap. | Canela Wealth LLC | Riverside | CFP | Subscription, One-time planning fee |
| Emiramis Gjini | MyGen Planning | Chicago | CFP | Ongoing planning fee, One-time planning fee |
| Dave Grant You've worked hard to prepare for retirement. Retirement Matters will guide you through that transition and partner with you as you live out those dreams. | Retirement Matters, Inc. | Barrington | CFP | Percentage of assets, One-time planning fee |
| Matthew Hawk | Cambridge Capital Management, LLC | O Fallon | CFP | Percentage of assets, Hourly |
| Max Novak Flat-fee. Fiduciary. Life-centered planning. | Novak Financial Partners | Carterville | CFP | Flat fee or retainer, Subscription |
| Mike Cattapan Affordable, objective advice-only planning for individuals and families at any stage of life or level of wealth. | Abundo Wealth | Chicago | Not listed | Subscription |
| Cynthia Menker | Contour Financial | Orland Park | CFP, CPA, MBA | Percentage of assets |
| Matthew Furlong | Furlong Investment Solutions | Chicago | CFP, CFA | Percentage of assets, Hourly |
| Melanie Husk | MEL Consulting | Chicago | Not listed | Percentage of assets, Hourly |
| Tony Escobar Purpose-based financial planning for your business and personal needs. | Exponent Group | Morton | Not listed | One-time planning fee, Percentage of assets |
| Daniel Howard | Zuckerman Investment Group | Chicago | CFP | Percentage of assets |
| Lindsey Johns | Zuckerman Investment Group | Chicago | CFP | Percentage of assets |
| Corissa Landphair | Landphair Wealth Management | Winnetka | CFP | Percentage of assets |
| Lawrence Davsko | Skinner Copper & Ehmen | Springfield | Not listed | Percentage of assets, Fixed fees |
| Michael Alexenko | Royal Asset Managers | St. Charles | CFA | Percentage of assets, Flat fee or retainer |
| Noah Skinner | Skinner Copper & Ehmen | Springfield | Not listed | Percentage of assets, Fixed fees |
| Daniel Zuckerman | Zuckerman Investment Group | Chicago | CFA | Percentage of assets |
| Griffin Leahy Can handle all of your financial needs from banking, investments, mortgages, to estate planning. | Not listed | Evanston | Not listed | Percentage of assets |
| Keith Schicker | Zuckerman Investment Group | Chicago | CFA | Percentage of assets |
| Ryan Knebel | ABG Consultants | Collinsville | Not listed | Percentage of assets, Hourly |
| William Enoch | Zuckerman Investment Group | Chicago | Not listed | Percentage of assets |
| Christian Wray | Hazelwood Investment Advisors | Chicago | Not listed | Percentage of assets, Fixed fees |
| Michael Vodicka | Vodicka Group | Highland Park | Not listed | Percentage of assets |
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