# Financial advisors for mid-life transitions in Illinois > For mid-life transitions in Illinois, talk to a fee-only planner who slows you down before a big decision. A career change, a death, or a sudden inheritance rarely needs action in the first weeks, and a good planner will say so. Records to start with include Tim Carpenter of Rhodo Wealth Management, Andy Baxley of Two Trails Financial Planning and Katherine Hennessy of AssetGrade. Page: https://find.wellspent.co/audiences/mid-life-transitions/illinois/ 28 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 during a mid-life transition in Illinois? For mid-life transitions in Illinois, talk to a fee-only planner who slows you down before a big decision. A career change, a death, or a sudden inheritance rarely needs action in the first weeks, and a good planner will say so. Records to start with include Tim Carpenter of Rhodo Wealth Management, Andy Baxley of Two Trails Financial Planning and Katherine Hennessy of AssetGrade. - [Tim Carpenter](https://find.wellspent.co/advisors/tim-carpenter/), Rhodo Wealth Management, Geneva. Holds the CFP. Fees on file: one-time planning fee, percentage of assets. - [Andy Baxley](https://find.wellspent.co/advisors/andy-baxley/), Two Trails Financial Planning, Oak Park. Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee. - [Katherine Hennessy](https://find.wellspent.co/advisors/katherine-hennessy/), AssetGrade, Chicago. Holds the CFP. Fees on file: percentage of assets. - [Colin Chase](https://find.wellspent.co/advisors/colin-chase/), Mindful Money Financial Counsel, Chicago. Holds the CFP. Fees on file: flat fee or retainer, hourly. - [Amy Rosenow](https://find.wellspent.co/advisors/amy-rosenow/), Bold Vision Financial, Chicago. Holds the CFP. Fees on file: one-time planning fee, hourly. - [Allison Meers](https://find.wellspent.co/advisors/allison-meers/), Pebble Valley Wealth Management, Western Springs. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. ## How many fee-only financial advisors in Illinois work with mid-life transitions? The Wellspent public graph lists 28 fee-only advisors for mid-life transitions in Illinois, at 14 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for mid-life transitions in Illinois located? Of the 28 fee-only advisors for mid-life transitions in Illinois, 16 are in Chicago, followed by 3 in Palatine and 2 in St. Charles. ## How do fee-only advisors for mid-life transitions in Illinois charge? The most common fee among fee-only advisors for mid-life transitions in Illinois is a percentage of assets, used by 89% of the 28 with fees on file. Many use more than one: 68% charge fixed fees and 21% 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 mid-life transitions have? For mid-life transitions, look for the CFP. In Illinois, 82% of the 28 advisors listed hold the CFP. - CFP (82% of advisors listed): The CFP covers the whole picture while it's changing. ## How do Illinois advisors for mid-life transitions compare with the rest of the US? 68% of fee-only advisors for mid-life transitions in Illinois charge fixed fees, compared with 43% of the 518 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## What should I ask a financial advisor during a mid-life transition in Illinois? - What should I not do in the next six months? - How would you test whether I can afford this change? - How do you work with people going through a hard time? - What can you do for a one-time fee? ## How current is this list of fee-only advisors for mid-life transitions 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 | |---|---|---|---|---| | [Amy Rosenow](https://find.wellspent.co/advisors/amy-rosenow.md) | Bold Vision Financial | Chicago, Illinois | CFP, CFA | One-time planning fee, Hourly | | [Tim Carpenter](https://find.wellspent.co/advisors/tim-carpenter.md) | Rhodo Wealth Management | Geneva, Illinois | CFP | One-time planning fee, Percentage of assets | | [Allison Meers](https://find.wellspent.co/advisors/allison-meers.md) | Pebble Valley Wealth Management | Western Springs, Illinois | CFP, CFA | Percentage of assets, Flat fee or retainer, One-time planning fee, Ongoing planning fee | | [Dan Wood](https://find.wellspent.co/advisors/dan-wood.md) | Zimmerman Wealth Management, LLC | Evanston, Illinois | CFA, CFP | Percentage of assets, Fixed fees | | [Andy Baxley](https://find.wellspent.co/advisors/andy-baxley.md) | Two Trails Financial Planning | Oak Park, Illinois | CFP, MSFP | Ongoing planning fee, One-time planning fee | | [Colin Chase](https://find.wellspent.co/advisors/colin-chase.md) | Mindful Money Financial Counsel | Chicago, Illinois | CFP, MBA | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Matthew Knoll](https://find.wellspent.co/advisors/matthew-knoll.md) | The Planning Center | Chicago, Illinois | CFP, MBA, CAP | Percentage of assets, Hourly, Fixed fees | | [Matthew Hawk](https://find.wellspent.co/advisors/matthew-hawk.md) | Cambridge Capital Management, LLC | O Fallon, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Alyssa Schuster](https://find.wellspent.co/advisors/alyssa-schuster.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFP | Percentage of assets, Fixed fees | | [Anne Petty](https://find.wellspent.co/advisors/anne-petty.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFP | Percentage of assets, Fixed fees | | [Katherine Donaldson](https://find.wellspent.co/advisors/katherine-donaldson.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFP | Percentage of assets, Fixed fees | | [Katherine Hennessy](https://find.wellspent.co/advisors/katherine-hennessy.md) | AssetGrade | Chicago, Illinois | CFP | Percentage of assets | | [Kelsey Spresser](https://find.wellspent.co/advisors/kelsey-spresser.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFP | Percentage of assets, Fixed fees | | [Kraig Mickelsen](https://find.wellspent.co/advisors/kraig-mickelsen.md) | KRM Financial Services | St. Charles, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Kristin Balon](https://find.wellspent.co/advisors/kristin-balon.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFP | Percentage of assets, Fixed fees | | [Mary Allvine](https://find.wellspent.co/advisors/mary-allvine.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFP | Percentage of assets, Fixed fees | | [Maureen Miller](https://find.wellspent.co/advisors/maureen-miller.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFP | Percentage of assets, Fixed fees | | [Phoebe Stefani](https://find.wellspent.co/advisors/phoebe-stefani.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFP | Percentage of assets, Fixed fees | | [Tesa Williamson](https://find.wellspent.co/advisors/tesa-williamson.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFP | Percentage of assets, Fixed fees | | [Elizabeth Schneider](https://find.wellspent.co/advisors/elizabeth-schneider.md) | WHealthy Empowerment Network | Kildeer, Illinois | CFP | Percentage of assets, Fixed fees | | [Erin Zylka](https://find.wellspent.co/advisors/erin-zylka.md) | WHealthy Empowerment Network | Kildeer, Illinois | CFP | Percentage of assets, Fixed fees | | [Katie Reichart](https://find.wellspent.co/advisors/katie-reichart.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFA | Percentage of assets, Fixed fees | | [Albert Von Holt](https://find.wellspent.co/advisors/albert-von-holt.md) | Von Holt Financial Advisors | Palatine, Illinois | CFP | Percentage of assets | | [Brock Von Holt](https://find.wellspent.co/advisors/brock-von-holt.md) | Von Holt Financial Advisors | Palatine, Illinois | CFP | Percentage of assets | | [Heinz Brisske](https://find.wellspent.co/advisors/heinz-brisske.md) | KRM Financial Services | St. Charles, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Jacob Beck](https://find.wellspent.co/advisors/jacob-beck.md) | Doyenne Wealth Advisors | Chicago, Illinois | | Percentage of assets, Fixed fees | | [Suzanne Wetzel](https://find.wellspent.co/advisors/suzanne-wetzel.md) | Doyenne Wealth Advisors | Chicago, Illinois | | Percentage of assets, Fixed fees | | [Denzil Locke](https://find.wellspent.co/advisors/denzil-locke.md) | Locke Investment Management | Palatine, Illinois | | Percentage of assets | ## 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).