Financial advisors for executives in Illinois

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.

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.

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.

See every fee-only advisor fee in Illinois

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.

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?

1. How would you plan my deferred compensation elections?
2. How do you work around trading windows and 10b5-1 plans?
3. How much of my wealth should depend on my employer?
4. What would you do first if I left or was let go?
5. How will you plan for Illinois tax alongside federal tax?
6. 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.