W Wellspent
Wellspent public graph/Who advisors serve/Executives/Illinois

Financial advisors for executives in Illinois

All 68 advisors

Fee-only advisors for executives in Illinois: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Mark Sansoterra Highview Capital Management Buffalo Grove CFA Percentage of assets
Matthew Komer Kera Capital Mokena Not listed Percentage of assets, Hourly
Michael Alexenko Royal Asset Managers St. Charles CFA Percentage of assets, Flat fee or retainer
Paul Tromp Trifecta Capital Advisors Northbrook CFP Percentage of assets, Fixed fees
Daniel Zuckerman Zuckerman Investment Group Chicago CFA Percentage of assets
Keith Schicker Zuckerman Investment Group Chicago CFA Percentage of assets
Alan Charach Rebellion Asset Management Chicago Not listed Percentage of assets
Arielle Hannan Rebellion Asset Management Chicago Not listed Percentage of assets
Jeffrey Melgard Rebellion Asset Management Chicago Not listed Percentage of assets
John Swift Benchmark Investment Advisors Chicago CFA Percentage of assets
Pearlyn Manieri Rebellion Asset Management Chicago Not listed Percentage of assets
William Enoch Zuckerman Investment Group Chicago Not listed Percentage of assets
Charles McKenna McKenna Capital Wheaton Not listed Percentage of assets, Hourly
Charles McKenna McKenna Capital Wheaton Not listed Percentage of assets, Hourly
Elliot Lauzen Grey Fox Wealth Advisors Hinsdale Not listed Percentage of assets, Fixed fees
Jeffrey Berman Trifecta Capital Advisors Northbrook Not listed Percentage of assets, Fixed fees
Susan Oleari Trifecta Capital Advisors Northbrook Not listed Percentage of assets, Fixed fees
Thomas Walshe Benchmark Investment Advisors Chicago Not listed Percentage of assets