Financial advisors for ultra-high-net-worth families in Illinois
Which financial advisor should I talk to as an ultra-high-net-worth family in Illinois?
For ultra-high-net-worth families in Illinois, talk to a fee-only firm with a team across investing, tax, and estate work, and ask who actually does each part. At this level, how fees scale on large balances matters as much as the percentage you're quoted. Records to start with include Garrett Chmiola of Valeo Financial Advisors, Timothy Ziemba of IRON Financial and Dave Grant of Retirement Matters, Inc..
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Garrett Chmiola Valeo Financial Advisors, Chicago Holds the CPA and CFP. Fees on file: flat fee or retainer, percentage of assets.
- Timothy Ziemba IRON Financial, Northbrook Holds the CFA and CFP. Fees on file: percentage of assets, performance-based fees.
- Dave Grant Retirement Matters, Inc., Barrington Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- David Maley 1102 Partners, Chicago Holds the CFP. Fees on file: percentage of assets.
- James Richter Monotelo Wealth Partners, Elgin Holds the CFP. Fees on file: ongoing planning fee.
- Kelsey Spresser Doyenne Wealth Advisors, Chicago Holds the CFP. Fees on file: percentage of assets, fixed fees.
How many fee-only financial advisors in Illinois work with ultra-high-net-worth families?
The Wellspent public graph lists 42 fee-only advisors for ultra-high-net-worth families in Illinois, at 15 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for ultra-high-net-worth families in Illinois located?
Of the 42 fee-only advisors for ultra-high-net-worth families in Illinois, 21 are in Chicago, followed by 8 in Downers Grove and 3 in Northbrook.
Plus 6 in other cities.
How do fee-only advisors for ultra-high-net-worth families in Illinois charge?
The most common fee among fee-only advisors for ultra-high-net-worth families in Illinois is a percentage of assets, used by 98% of the 42 with fees on file. Many use more than one: 60% charge fixed fees and 12% 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 ultra-high-net-worth families have?
For ultra-high-net-worth families, look for the CFA, CPA and CFP. In Illinois, 50% of the 42 advisors listed hold the CFP.
- CFA7% in Illinois
- The CFA supports complex portfolios.
- CPA2% in Illinois
- CPAs handle tax across entities and trusts.
- CFP50% in Illinois
- The CFP keeps the whole picture together.
How do Illinois advisors for ultra-high-net-worth families compare with the rest of the US?
12% of fee-only advisors for ultra-high-net-worth families in Illinois charge by the hour, compared with 44% of the 1,133 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 ultra-high-net-worth families.
Does Illinois have an estate tax?
Yes. Illinois has its own estate tax, separate from the federal one, and its threshold can be lower.
What should I ask a financial advisor as an ultra-high-net-worth family in Illinois?
- What would I pay in dollars, on my balance, each year?
- Who on your team handles tax and estate work?
- How many clients my size do you serve?
- How do you handle private investments?
- How would you plan for Illinois's estate tax as well as the federal one?
How current is this list of fee-only advisors for ultra-high-net-worth families 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 42 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Garrett Chmiola Valeo is an independent, fee-only financial advisory firm offering objective, independent guidance for one transparent fee | Valeo Financial Advisors | Chicago | CFP, CPA | Flat fee or retainer, Percentage of assets |
| Dave Grant You've worked hard to prepare for retirement. Retirement Matters will guide you through that transition and partner with you as you live out those dreams. | Retirement Matters, Inc. | Barrington | CFP | Percentage of assets, One-time planning fee |
| Cynthia Mittlestaedt | Vertex Planning Partners | Downers Grove | CFP | Percentage of assets, Fixed fees |
| Gregory Benner | Vertex Planning Partners | Downers Grove | CFP, ChFC | Percentage of assets, Fixed fees |
| Julie Hupp | Vertex Planning Partners | Downers Grove | CFP | Percentage of assets, Fixed fees |
| Scott Sandee | Vertex Planning Partners | Downers Grove | CFP | Percentage of assets, Fixed fees |
| Tammy Billadeau | Vertex Planning Partners | Downers Grove | CFP | Percentage of assets, Fixed fees |
| Alyssa Schuster | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| Anne Petty | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| David Maley | 1102 Partners | Chicago | CFP | Percentage of assets |
| Katherine Donaldson | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| Kelsey Spresser | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| 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 |
| Timothy Ziemba | IRON Financial | Northbrook | CFP, CFA | Percentage of assets, Performance-based fees |
| Margaret Quinn | Paradigm Wealth Management | Chicago | CFP | Percentage of assets, Hourly |
| James Richter | Monotelo Wealth Partners | Elgin | CFP | Ongoing planning fee |
| Katie Reichart | Doyenne Wealth Advisors | Chicago | CFA | Percentage of assets, Fixed fees |
| Marcos Murillo We build custom, comprehensive plans, so you can live retirement boldly on your terms. | Vantage Point Financial | Lisle | Not listed | Percentage of assets |
| Christopher Huston | Vertex Planning Partners | Downers Grove | Not listed | Percentage of assets, Fixed fees |
| Igor Yukhvidin | Vertex Planning Partners | Downers Grove | Not listed | Percentage of assets, Fixed fees |
| Ryan Bellis | Vertex Planning Partners | Downers Grove | Not listed | Percentage of assets, Fixed fees |
| Aaron Izenstark | IRON Financial | Northbrook | Not listed | Percentage of assets, Performance-based fees |
| Donald McLaughlin | McLaughlin Asset Management | Danville | Not listed | Percentage of assets, Fixed fees |
| Jacob Beck | Doyenne Wealth Advisors | Chicago | Not listed | Percentage of assets, Fixed fees |
| Johnny Jones | Atlatl Advisers | Chicago | Not listed | Percentage of assets, Hourly |
| Krzysztof Garlewicz | ProsperiFi | Des Plaines | CFP | Percentage of assets, Hourly |
| Osman Arain | Evansbrook Capital Management | Bolingbrook | CFA | Percentage of assets |
| Richard Lakin | IRON Financial | Northbrook | Not listed | Percentage of assets, Performance-based fees |
| Ryan McLaughlin | McLaughlin Asset Management | Danville | Not listed | Percentage of assets, Fixed fees |
| Suzanne Wetzel | Doyenne Wealth Advisors | Chicago | Not listed | Percentage of assets, Fixed fees |
| Griffin Leahy Can handle all of your financial needs from banking, investments, mortgages, to estate planning. | Not listed | Evanston | Not listed | Percentage of assets |
| Parker Taylor | Paradigm Wealth Management | Chicago | Not listed | Percentage of assets, Hourly |
| Todd Potter | Greatdane Investment | Moline | Not listed | Percentage of assets, Hourly |
| 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 |
| Nicole Kustok | Evansbrook Capital Management | Bolingbrook | Not listed | Percentage of assets |
| Pearlyn Manieri | Rebellion Asset Management | Chicago | Not listed | Percentage of assets |
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