Financial advisors for mid-life transitions in Illinois
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Tim Carpenter Rhodo Wealth Management, Geneva Holds the CFP. Fees on file: one-time planning fee, percentage of assets.
- Andy Baxley Two Trails Financial Planning, Oak Park Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee.
- Katherine Hennessy AssetGrade, Chicago Holds the CFP. Fees on file: percentage of assets.
- Colin Chase Mindful Money Financial Counsel, Chicago Holds the CFP. Fees on file: flat fee or retainer, hourly.
- Amy Rosenow Bold Vision Financial, Chicago Holds the CFP. Fees on file: one-time planning fee, hourly.
- 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.
Plus 4 in other cities.
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.
- CFP82% in Illinois
- 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.
Dark bars are Illinois. Light bars are all US advisors for mid-life transitions.
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.
All 28 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Amy Rosenow Advice-only planning and financial education for women, families and entrepreneurs, from a former investment firm COO and angel investor. | Bold Vision Financial | Chicago | CFP, CFA | One-time planning fee, Hourly |
| Tim Carpenter | Rhodo Wealth Management | Geneva | CFP | One-time planning fee, Percentage of assets |
| Allison Meers | Pebble Valley Wealth Management | Western Springs | CFP, CFA | Percentage of assets, Flat fee or retainer |
| Dan Wood | Zimmerman Wealth Management, LLC | Evanston | CFA, CFP | Percentage of assets, Fixed fees |
| Andy Baxley | Two Trails Financial Planning | Oak Park | CFP, MSFP | Ongoing planning fee, One-time planning fee |
| Colin Chase | Mindful Money Financial Counsel | Chicago | CFP, MBA | Flat fee or retainer, Hourly |
| Matthew Knoll | The Planning Center | Chicago | CFP, MBA, CAP | Percentage of assets, Hourly |
| Matthew Hawk | Cambridge Capital Management, LLC | O Fallon | CFP | Percentage of assets, Hourly |
| Alyssa Schuster | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| Anne Petty | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| Katherine Donaldson | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| Katherine Hennessy | AssetGrade | Chicago | CFP | Percentage of assets |
| Kelsey Spresser | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| Kraig Mickelsen | KRM Financial Services | St. Charles | CFP | Percentage of assets, Hourly |
| Kristin Balon | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| Mary Allvine | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| Maureen Miller | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| Phoebe Stefani | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| Tesa Williamson | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| Elizabeth Schneider | WHealthy Empowerment Network | Kildeer | CFP | Percentage of assets, Fixed fees |
| Erin Zylka | WHealthy Empowerment Network | Kildeer | CFP | Percentage of assets, Fixed fees |
| Katie Reichart | Doyenne Wealth Advisors | Chicago | CFA | Percentage of assets, Fixed fees |
| Albert Von Holt | Von Holt Financial Advisors | Palatine | CFP | Percentage of assets |
| Brock Von Holt | Von Holt Financial Advisors | Palatine | CFP | Percentage of assets |
| Heinz Brisske | KRM Financial Services | St. Charles | Not listed | Percentage of assets, Hourly |
| Jacob Beck | Doyenne Wealth Advisors | Chicago | Not listed | Percentage of assets, Fixed fees |
| Suzanne Wetzel | Doyenne Wealth Advisors | Chicago | Not listed | Percentage of assets, Fixed fees |
| Denzil Locke | Locke Investment Management | Palatine | Not listed | Percentage of assets |
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