# CFA financial advisors in Illinois

> In Illinois, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Mike Walther Ii of Oak Wealth Advisors, LLC, Robert Riedl of Endowment Wealth Management, Inc. and Elizabeth Geiser of Timothy Financial Counsel, Inc..

Page: https://find.wellspent.co/by/cfa-financial-advisors/illinois/
120 fee-only advisors listed; data last updated November 2, 2026.
Fee-only means paid only by clients, never by commissions.

## How do I find fee-only advisors who hold the CFA in Illinois?

In Illinois, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Mike Walther Ii of Oak Wealth Advisors, LLC, Robert Riedl of Endowment Wealth Management, Inc. and Elizabeth Geiser of Timothy Financial Counsel, Inc..

## How many fee-only advisors who hold the CFA in Illinois are there?

The Wellspent public graph lists 120 fee-only advisors who hold the CFA in Illinois, at 89 firms. We counted every advisor record that fits, as of November 2026.

## Where are fee-only advisors who hold the CFA in Illinois located?

Of the 120 fee-only advisors who hold the CFA in Illinois, 55 are in Chicago, followed by 6 in Northbrook and 5 in Evanston.

## How do fee-only advisors who hold the CFA in Illinois charge?

The most common fee among fee-only advisors who hold the CFA in Illinois is a percentage of assets, used by 91% of the 120 with fees on file. Many use more than one: 56% charge fixed fees and 38% charge by the hour.

## How many fee-only advisors who hold the CFA in Illinois hold the CFP?

40% of the 120 fee-only advisors who hold the CFA in Illinois hold the CFP certification, based on the credentials listed on each record.

## 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.

## How does Wellspent decide who counts as fee-only advisors who hold the CFA?

We count an advisor here when their record lists the CFA.

## What should I ask fee-only advisors who hold the CFA in Illinois?

Who handles my tax and retirement planning? How do you build a portfolio? Do you pick investments yourself, or use funds? How do you charge?

## How current is this list of fee-only advisors who hold the CFA 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 |
| [Aditi Kapadia](https://find.wellspent.co/advisors/aditi-kapadia.md) | Wealth IQ | Springfield, Illinois | CFA, CFP, MBA | Percentage of assets, One-time planning fee, Ongoing planning fee, Hourly |
| [Kelly Palmer](https://find.wellspent.co/advisors/kelly-palmer.md) | The Wealthy Parent LLC | Chicago, Illinois | CFP, CFA | Subscription, One-time planning fee |
| [Patrick Bourbon](https://find.wellspent.co/advisors/patrick-bourbon.md) | Bourbon Financial Management | Chicago, Illinois | CFA, CFP, MSEE, MSFS | Subscription |
| [Robert Stoll](https://find.wellspent.co/advisors/robert-stoll.md) | Financial Design Studio, Inc. | Deer Park, Illinois | CFA, CFP | Percentage of assets, Ongoing planning fee |
| [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 |
| [Arun Soni](https://find.wellspent.co/advisors/arun-soni.md) | Avenue 90 Financial | Chicago, Illinois | CFA, CFP | Percentage of assets, Hourly, One-time 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 |
| [Elizabeth Geiser](https://find.wellspent.co/advisors/elizabeth-geiser.md) | Timothy Financial Counsel, Inc. | Wheaton, Illinois | CFA, CFP, CPA, BS | Hourly |
| [Kerry Prazak](https://find.wellspent.co/advisors/kerry-prazak.md) | The Mather Group | Chicago, Illinois | CFP, CRPC, MBA, RFC, CAIA, CFA, MS, EA, JD, CPA/PFS | Percentage of assets, Hourly, Fixed fees |
| [Robert Riedl](https://find.wellspent.co/advisors/robert-riedl.md) | Endowment Wealth Management, Inc. | Chicago, Illinois | AWMA, BS, CFA, CFP, CPA, MBA | Percentage of assets |
| [Mike Walther Ii](https://find.wellspent.co/advisors/mike-walther-ii.md) | Oak Wealth Advisors, LLC | Northbrook, Illinois | CFP, CFA, CPA, MBA, PFS | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Robert Finley](https://find.wellspent.co/advisors/robert-finley.md) | Virtue Asset Management | Chicago, Illinois | CFA, CFP | Percentage of assets |
| [Brian Rhoads](https://find.wellspent.co/advisors/brian-rhoads.md) | Checkpoint Financial Planning | Highland Park, Illinois | CFA, EA | One-time planning fee, Hourly |
| [James Stork](https://find.wellspent.co/advisors/james-stork.md) | Pinnacle Financial Group, LLC | Western Springs, Illinois | CFA, CFP, MBA | Percentage of assets, Hourly |
| [Lisa Bayer](https://find.wellspent.co/advisors/lisa-bayer.md) | Opus Financial Solutions LLC | Downers Grove, Illinois | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Thomas Van Spankeren](https://find.wellspent.co/advisors/thomas-van-spankeren.md) | RISE Investments | Chicago, Illinois | CFP, CFA | Percentage of assets |
| [Matthew Furlong](https://find.wellspent.co/advisors/matthew-furlong.md) | Furlong Investment Solutions | Chicago, Illinois | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Nancy Doyle](https://find.wellspent.co/advisors/nancy-doyle.md) | Manage Your Financial Life | Winnetka, Illinois | CFA, CFT | Hourly |
| [Richard Wimmer](https://find.wellspent.co/advisors/richard-wimmer.md) | Meredith Wealth Planning | Maryville, Illinois | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| [Randolph Hardy](https://find.wellspent.co/advisors/randolph-hardy.md) | Factor Wealth Management | Chicago, Illinois | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Brett Detterbeck](https://find.wellspent.co/advisors/brett-detterbeck.md) | Detterbeck Wealth Management | Palatine, Illinois | CFP, CFA | Ongoing planning fee |
| [Lester Detterbeck](https://find.wellspent.co/advisors/lester-detterbeck.md) | Detterbeck Wealth Management | Palatine, Illinois | CFP, CFA | Ongoing planning fee |
| [Timothy Ziemba](https://find.wellspent.co/advisors/timothy-ziemba.md) | IRON Financial | Northbrook, Illinois | CFP, CFA | Percentage of assets, Performance-based fees |
| [Alexander Lippitt](https://find.wellspent.co/advisors/alexander-lippitt.md) | Lakewood Financial Group | Evanston, Illinois | CFA | Percentage of assets |
| [Barry Mendel](https://find.wellspent.co/advisors/barry-mendel.md) | Mendel Money Management | Northbrook, Illinois | CFA | Percentage of assets, Hourly, Fixed fees |
| [Joshua Mangoubi](https://find.wellspent.co/advisors/joshua-mangoubi.md) | Considerate Capital | Northbrook, Illinois | CFA | Percentage of assets, Ongoing planning fee |
| [Kyle McGrath](https://find.wellspent.co/advisors/kyle-mcgrath.md) | Riverpoint Wealth Management | Chicago, Illinois | CFA | Percentage of assets, Fixed fees |
| [Mark Burka](https://find.wellspent.co/advisors/mark-burka.md) | Mendel Money Management | Northbrook, Illinois | CFA | Percentage of assets, Hourly, Fixed fees |
| [Paul Merrick](https://find.wellspent.co/advisors/paul-merrick.md) | Riverpoint Wealth Management | Chicago, Illinois | CFA | Percentage of assets, Fixed fees |
| [James Langer](https://find.wellspent.co/advisors/james-langer.md) | Wavvest | Chicago, Illinois | CFA | Percentage of assets |
| [Jenifer Aronson](https://find.wellspent.co/advisors/jenifer-aronson.md) | Mosaic Fi | Lincolnshire, Illinois | CFA | Percentage of assets, One-time planning fee |
| [Katie Reichart](https://find.wellspent.co/advisors/katie-reichart.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFA | Percentage of assets, Fixed fees |
| [Michael Tilatti](https://find.wellspent.co/advisors/michael-tilatti.md) | Tilatti Wealth Management | Chicago, Illinois | CFA | Percentage of assets, Fixed fees |
| [Patrick McGough](https://find.wellspent.co/advisors/patrick-mcgough.md) | Geometric Advisors | Arlington Heights, Illinois | CFA | Percentage of assets |
| [Ryan Vance](https://find.wellspent.co/advisors/ryan-vance.md) | Pendulum Partners | Itasca, Illinois | CFA | Percentage of assets, Fixed fees |
| [Amy Barrett](https://find.wellspent.co/advisors/amy-barrett.md) | Barrett Wealth Connection | Spring Grove, Illinois | CFP, CFA | Hourly |
| [Bahdan Yakavenka](https://find.wellspent.co/advisors/bahdan-yakavenka.md) | Lestna | Chicago, Illinois | CFA | Ongoing planning fee, Percentage of assets |
| [Brian Vogler](https://find.wellspent.co/advisors/brian-vogler.md) | Highview Capital Management | Buffalo Grove, Illinois | CFA | Percentage of assets |
| [Jeffrey Smith](https://find.wellspent.co/advisors/jeffrey-smith.md) | North Shore Investment Consulting, LLC | Wilmette, Illinois | CFA, CFP, MBA | Percentage of assets |
| [Mark Sansoterra](https://find.wellspent.co/advisors/mark-sansoterra.md) | Highview Capital Management | Buffalo Grove, Illinois | CFA | Percentage of assets |
| [Matthew Szafranski](https://find.wellspent.co/advisors/matthew-szafranski.md) | Chesley, Taft & Associates | Chicago, Illinois | CFP, CFA | Percentage of assets, Fixed fees |
| [Michael Alexenko](https://find.wellspent.co/advisors/michael-alexenko.md) | Royal Asset Managers | St. Charles, Illinois | CFA | Percentage of assets, Flat fee or retainer, Hourly |
| [Michael Walther](https://find.wellspent.co/advisors/michael-walther.md) | Oak Wealth Advisors LLC | Northbrook, Illinois | CFA, CFP, CPA, MBA, CPWA | Percentage of assets, Fixed fees |
| [Osman Arain](https://find.wellspent.co/advisors/osman-arain.md) | Evansbrook Capital Management | Bolingbrook, Illinois | CFA | Percentage of assets |
| [Scott Wentsel](https://find.wellspent.co/advisors/scott-wentsel.md) | Wentsel Wealth Management, LLC | Western Springs, Illinois | BA, CFA, CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Sean Sebold](https://find.wellspent.co/advisors/sean-sebold.md) | Sebold Capital Management Inc. | Lisle, Illinois | BA, CFA, CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Taylor Champion](https://find.wellspent.co/advisors/taylor-champion.md) | Chesley, Taft & Associates | Chicago, Illinois | CFP, CFA | Percentage of assets, Fixed fees |
| [Victoria Dorgan](https://find.wellspent.co/advisors/victoria-dorgan.md) | Barrett Wealth Connection | Spring Grove, Illinois | CFP, CFA | Hourly |
| [William Driscoll](https://find.wellspent.co/advisors/william-driscoll.md) | Oak Family Advisors | Chicago, Illinois | CFP, CFA | Percentage of assets, Fixed fees |

Showing the first 50 of 120. The full list, page by page: https://find.wellspent.co/by/cfa-financial-advisors/illinois/?page=2

## 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).