# Financial advisors for executives in Illinois > For executives in Illinois, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Robert Stoll of Financial Design Studio, Inc., Cynthia Menker of Contour Financial and Aditi Kapadia of Wealth IQ. Page: https://find.wellspent.co/audiences/executives/illinois/ 68 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as an executive in Illinois? For executives in Illinois, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Robert Stoll of Financial Design Studio, Inc., Cynthia Menker of Contour Financial and Aditi Kapadia of Wealth IQ. - [Robert Stoll](https://find.wellspent.co/advisors/robert-stoll/), Financial Design Studio, Inc., Deer Park. Holds the CFA and CFP. Fees on file: percentage of assets, ongoing planning fee. - [Cynthia Menker](https://find.wellspent.co/advisors/cynthia-menker/), Contour Financial, Orland Park. Holds the CPA and CFP. Fees on file: percentage of assets. - [Aditi Kapadia](https://find.wellspent.co/advisors/aditi-kapadia/), Wealth IQ, Springfield. Holds the CFA and CFP. Fees on file: percentage of assets, one-time planning fee. - [Thomas Van Spankeren](https://find.wellspent.co/advisors/thomas-van-spankeren/), RISE Investments, Chicago. Holds the CFA and CFP. Fees on file: percentage of assets. - [Randolph Hardy](https://find.wellspent.co/advisors/randolph-hardy/), Factor Wealth Management, Chicago. Holds the CFA and CFP. Fees on file: percentage of assets, hourly. - [Brad Cougill](https://find.wellspent.co/advisors/brad-cougill/), Deerfield Financial Advisors, Inc., Park Ridge. Holds the CPA and CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Illinois work with executives? The Wellspent public graph lists 68 fee-only advisors for executives in Illinois, at 34 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for executives in Illinois located? Of the 68 fee-only advisors for executives in Illinois, 24 are in Chicago, followed by 8 in Downers Grove and 5 in Oak Brook. ## How do fee-only advisors for executives in Illinois charge? The most common fee among fee-only advisors for executives in Illinois is a percentage of assets, used by 99% of the 68 with fees on file. Many use more than one: 53% charge fixed fees and 26% charge by the hour. ## 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 executives have? For executives, look for the CPA, CFA and CFP. In Illinois, 43% of the 68 advisors listed hold the CFP. - CPA (3% of advisors listed): CPAs help with deferred compensation tax. - CFA (16% of advisors listed): The CFA helps with concentrated stock. - CFP (43% of advisors listed): The CFP keeps compensation in the wider plan. ## How do Illinois advisors for executives compare with the rest of the US? 26% of fee-only advisors for executives in Illinois charge by the hour, compared with 44% of the 2,050 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Illinois tax income on top of federal tax? Yes. Illinois has a state income tax, so a financial plan for a Illinois resident should project it alongside federal tax. ## What happens to stock pay if you move to or from Illinois? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Illinois can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as an executive in Illinois? - How would you plan my deferred compensation elections? - How do you work around trading windows and 10b5-1 plans? - How much of my wealth should depend on my employer? - What would you do first if I left or was let go? - How will you plan for Illinois tax alongside federal tax? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for executives 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Aditi Kapadia](https://find.wellspent.co/advisors/aditi-kapadia.md) | Wealth IQ | Springfield, Illinois | CFA, CFP, MBA | Percentage of assets, One-time planning fee, Ongoing planning fee, Hourly | | [Jessica Merino](https://find.wellspent.co/advisors/jessica-merino.md) | Merino Wealth Management | Chicago, Illinois | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Robert Stoll](https://find.wellspent.co/advisors/robert-stoll.md) | Financial Design Studio, Inc. | Deer Park, Illinois | CFA, CFP | Percentage of assets, Ongoing planning fee | | [Dave Grant](https://find.wellspent.co/advisors/dave-grant.md) | Retirement Matters, Inc. | Barrington, Illinois | CFP | Percentage of assets, One-time planning fee | | [Max Novak](https://find.wellspent.co/advisors/max-novak.md) | Novak Financial Partners | Carterville, Illinois | CFP | Flat fee or retainer, Subscription | | [Brad Cougill](https://find.wellspent.co/advisors/brad-cougill.md) | Deerfield Financial Advisors, Inc. | Park Ridge, Illinois | CFP, CPA, CEPA | Percentage of assets, Hourly, Fixed fees | | [Cynthia Menker](https://find.wellspent.co/advisors/cynthia-menker.md) | Contour Financial | Orland Park, Illinois | CFP, CPA, MBA | Percentage of assets | | [James Nash](https://find.wellspent.co/advisors/james-nash.md) | Clark Wealth Partners | O'Fallon, Illinois | CFP, ChFC | Percentage of assets, Fixed fees | | [Michael Clark](https://find.wellspent.co/advisors/michael-clark.md) | Clark Wealth Partners | O'Fallon, Illinois | CFP | Percentage of assets, Fixed fees | | [Thomas Van Spankeren](https://find.wellspent.co/advisors/thomas-van-spankeren.md) | RISE Investments | Chicago, Illinois | CFP, CFA | Percentage of assets | | [Vincent DeCrow](https://find.wellspent.co/advisors/vincent-decrow.md) | RISE Investments | Chicago, Illinois | CFP | Percentage of assets | | [Joshi Koneru](https://find.wellspent.co/advisors/joshi-koneru.md) | Watershed Private Wealth | Oak Brook, Illinois | CFP | Percentage of assets | | [Cynthia Mittlestaedt](https://find.wellspent.co/advisors/cynthia-mittlestaedt.md) | Vertex Planning Partners | Downers Grove, Illinois | CFP | Percentage of assets, Fixed fees | | [Gregory Benner](https://find.wellspent.co/advisors/gregory-benner.md) | Vertex Planning Partners | Downers Grove, Illinois | CFP, ChFC | Percentage of assets, Fixed fees | | [John Burns](https://find.wellspent.co/advisors/john-burns.md) | Factor Wealth Management | Chicago, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Julie Hupp](https://find.wellspent.co/advisors/julie-hupp.md) | Vertex Planning Partners | Downers Grove, Illinois | CFP | Percentage of assets, Fixed fees | | [Randolph Hardy](https://find.wellspent.co/advisors/randolph-hardy.md) | Factor Wealth Management | Chicago, Illinois | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Scott Sandee](https://find.wellspent.co/advisors/scott-sandee.md) | Vertex Planning Partners | Downers Grove, Illinois | CFP | Percentage of assets, Fixed fees | | [Tammy Billadeau](https://find.wellspent.co/advisors/tammy-billadeau.md) | Vertex Planning Partners | Downers Grove, Illinois | CFP | Percentage of assets, Fixed fees | | [Julia Zakarias](https://find.wellspent.co/advisors/julia-zakarias.md) | GenFi Family and Fiduciary Services | Chicago, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Katherine Hennessy](https://find.wellspent.co/advisors/katherine-hennessy.md) | AssetGrade | Chicago, Illinois | CFP | Percentage of assets | | [Timothy Dillow](https://find.wellspent.co/advisors/timothy-dillow.md) | Dillow Wealth Management | Oak Brook, Illinois | CFP | Percentage of assets, Fixed fees | | [Andrew Branz](https://find.wellspent.co/advisors/andrew-branz.md) | Clark Wealth Partners | O'Fallon, Illinois | | Percentage of assets, Fixed fees | | [Jacob Bossert](https://find.wellspent.co/advisors/jacob-bossert.md) | Konza Global Wealth Group | Chicago, Illinois | CFP, ChFC | Percentage of assets, Fixed fees | | [Jacob McKinney](https://find.wellspent.co/advisors/jacob-mckinney.md) | Clark Wealth Partners | O'Fallon, Illinois | | Percentage of assets, Fixed fees | | [Brendan Moody](https://find.wellspent.co/advisors/brendan-moody.md) | Watershed Private Wealth | Oak Brook, Illinois | | Percentage of assets | | [Marcos Murillo](https://find.wellspent.co/advisors/marcos-murillo.md) | Vantage Point Financial | Lisle, Illinois | | Percentage of assets | | [Melanie Husk](https://find.wellspent.co/advisors/melanie-husk.md) | MEL Consulting | Chicago, Illinois | | Percentage of assets, Hourly, One-time planning fee | | [Michael McNitt](https://find.wellspent.co/advisors/michael-mcnitt.md) | Highview Capital Management | Buffalo Grove, Illinois | CFP | Percentage of assets | | [Nicklaus Streit](https://find.wellspent.co/advisors/nicklaus-streit.md) | Highview Capital Management | Buffalo Grove, Illinois | CFP | Percentage of assets | | [Patrick McGough](https://find.wellspent.co/advisors/patrick-mcgough.md) | Geometric Advisors | Arlington Heights, Illinois | CFA | Percentage of assets | | [Sarah Pierce](https://find.wellspent.co/advisors/sarah-pierce.md) | Watershed Private Wealth | Oak Brook, Illinois | | Percentage of assets | | [Tony Escobar](https://find.wellspent.co/advisors/tony-escobar.md) | Exponent Group | Morton, Illinois | | One-time planning fee, Percentage of assets, Flat fee or retainer | | [Brett Grossman](https://find.wellspent.co/advisors/brett-grossman.md) | Factor Wealth Management | Chicago, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Caleb Graybeal](https://find.wellspent.co/advisors/caleb-graybeal.md) | Strong Retirement Solutions | Bloomington, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Christopher Huston](https://find.wellspent.co/advisors/christopher-huston.md) | Vertex Planning Partners | Downers Grove, Illinois | | Percentage of assets, Fixed fees | | [Daniel Howard](https://find.wellspent.co/advisors/daniel-howard.md) | Zuckerman Investment Group | Chicago, Illinois | CFP | Percentage of assets | | [Elena Sargent](https://find.wellspent.co/advisors/elena-sargent.md) | Factor Wealth Management | Chicago, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Igor Yukhvidin](https://find.wellspent.co/advisors/igor-yukhvidin.md) | Vertex Planning Partners | Downers Grove, Illinois | | Percentage of assets, Fixed fees | | [Jeffrey Augspurger](https://find.wellspent.co/advisors/jeffrey-augspurger.md) | Strong Retirement Solutions | Bloomington, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Lindsey Johns](https://find.wellspent.co/advisors/lindsey-johns.md) | Zuckerman Investment Group | Chicago, Illinois | CFP | Percentage of assets | | [Luke Sauter](https://find.wellspent.co/advisors/luke-sauter.md) | Vidarrow Investment Advisors | Arlington Heights, Illinois | PFS | Percentage of assets, Hourly, Fixed fees | | [Michael Marietti](https://find.wellspent.co/advisors/michael-marietti.md) | Riverbend Planning Group | Chicago, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Ryan Bellis](https://find.wellspent.co/advisors/ryan-bellis.md) | Vertex Planning Partners | Downers Grove, Illinois | | Percentage of assets, Fixed fees | | [Ryan Robertson](https://find.wellspent.co/advisors/ryan-robertson.md) | Factor Wealth Management | Chicago, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Brian Vogler](https://find.wellspent.co/advisors/brian-vogler.md) | Highview Capital Management | Buffalo Grove, Illinois | CFA | Percentage of assets | | [Ian Dillow](https://find.wellspent.co/advisors/ian-dillow.md) | Dillow Wealth Management | Oak Brook, Illinois | | Percentage of assets, Fixed fees | | [John Henek](https://find.wellspent.co/advisors/john-henek.md) | Quantum Capital Investments | River Forest, Illinois | | Percentage of assets, Fixed fees | | [Joshua Betancourt](https://find.wellspent.co/advisors/joshua-betancourt.md) | Quantum Capital Investments | Elmwood Park, Illinois | | Percentage of assets, Fixed fees | | [Krzysztof Garlewicz](https://find.wellspent.co/advisors/krzysztof-garlewicz.md) | ProsperiFi | Des Plaines, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 68. The full list, page by page: https://find.wellspent.co/audiences/executives/illinois/?page=2 ## Related - [Retirement planning in Illinois](https://find.wellspent.co/specialties/retirement-planning/illinois.md) - [Tax planning in Illinois](https://find.wellspent.co/specialties/tax-planning/illinois.md) - [Estate planning in Illinois](https://find.wellspent.co/specialties/estate-planning/illinois.md) - [Family wealth transfer in Illinois](https://find.wellspent.co/specialties/family-wealth-transfer/illinois.md) - [Founders in Illinois](https://find.wellspent.co/specialties/founders-pre-exit/illinois.md) - [Retirees in Illinois](https://find.wellspent.co/audiences/retirees/illinois.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).