CFA financial advisors in Illinois
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..
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Mike Walther Ii Oak Wealth Advisors, LLC, Northbrook Holds the CFP, CFA and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Robert Riedl Endowment Wealth Management, Inc., Chicago Holds the CFP, CFA and CPA. Fees on file: percentage of assets.
- Elizabeth Geiser Timothy Financial Counsel, Inc., Wheaton Holds the CFP, CFA and CPA. Fees on file: hourly.
- Kerry Prazak The Mather Group, Chicago Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Arun Soni Avenue 90 Financial, Chicago Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Robert Stoll Financial Design Studio, Inc., Deer Park Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
By the numbers
- Advisors listed
- 120
- Firms
- 89
- Cities
- 41
- Hold the CFP
- 40%
- Other credentials: CFA 100% · CPA 4% · EA 2%
- How they charge (of 120 with fees on file): percentage of assets 91% · fixed fees 56% · hourly 38% · ongoing planning fee 8%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFA financial advisors by state
- California (276)
- Massachusetts (150)
- Texas (138)
- Pennsylvania (131)
- New York (125)
- Florida (115)
- Georgia (104)
- Colorado (87)
- Ohio (80)
- North Carolina (76)
- Virginia (74)
- Michigan (73)
- Washington (70)
- Maryland (67)
- Minnesota (63)
- Wisconsin (59)
- New Jersey (58)
- Tennessee (54)
- Connecticut (47)
- Arizona (46)
- Oregon (36)
- Missouri (33)
- Indiana (27)
Questions about cFA financial advisors
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.
All 120 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 |
| Aditi Kapadia | Wealth IQ | Springfield | CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Kelly Palmer Planning for millennial parents with equity compensation, through a series of meetings that bring structure and clarity to family finances. | The Wealthy Parent LLC | Chicago | CFP, CFA | Subscription, One-time planning fee |
| Patrick Bourbon Objective, holistic planning for U.S. residents and cross-border families navigating tax and regulatory rules in more than one country. | Bourbon Financial Management | Chicago | CFA, CFP, MSEE, MSFS | Subscription |
| Robert Stoll | Financial Design Studio, Inc. | Deer Park | CFA, CFP | Percentage of assets, Ongoing planning fee |
| Allison Meers | Pebble Valley Wealth Management | Western Springs | CFP, CFA | Percentage of assets, Flat fee or retainer |
| Arun Soni | Avenue 90 Financial | Chicago | CFA, CFP | Percentage of assets, Hourly |
| Dan Wood | Zimmerman Wealth Management, LLC | Evanston | CFA, CFP | Percentage of assets, Fixed fees |
| Elizabeth Geiser | Timothy Financial Counsel, Inc. | Wheaton | CFA, CFP, CPA, BS | Hourly |
| Kerry Prazak | The Mather Group | Chicago | CFP, CRPC, MBA, RFC | Percentage of assets, Hourly |
| Robert Riedl | Endowment Wealth Management, Inc. | Chicago | AWMA, BS, CFA, CFP | Percentage of assets |
| Mike Walther Ii | Oak Wealth Advisors, LLC | Northbrook | CFP, CFA, CPA, MBA | Percentage of assets, Ongoing planning fee |
| Robert Finley | Virtue Asset Management | Chicago | CFA, CFP | Percentage of assets |
| Brian Rhoads Advice-only planning for DIY investors and validators: an initial plan, then hourly support at personal checkpoints as needed. | Checkpoint Financial Planning | Highland Park | CFA, EA | One-time planning fee, Hourly |
| James Stork | Pinnacle Financial Group, LLC | Western Springs | CFA, CFP, MBA | Percentage of assets, Hourly |
| Lisa Bayer | Opus Financial Solutions LLC | Downers Grove | CFP, CFA | Percentage of assets, Hourly |
| Thomas Van Spankeren | RISE Investments | Chicago | CFP, CFA | Percentage of assets |
| Matthew Furlong | Furlong Investment Solutions | Chicago | CFP, CFA | Percentage of assets, Hourly |
| Nancy Doyle Hourly, advice-only planning that helps women and families in transition simplify their finances and understand their money. | Manage Your Financial Life | Winnetka | CFA, CFT | Hourly |
| Richard Wimmer | Meredith Wealth Planning | Maryville | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Randolph Hardy | Factor Wealth Management | Chicago | CFP, CFA | Percentage of assets, Hourly |
| Brett Detterbeck | Detterbeck Wealth Management | Palatine | CFP, CFA | Ongoing planning fee |
| Lester Detterbeck | Detterbeck Wealth Management | Palatine | CFP, CFA | Ongoing planning fee |
| Timothy Ziemba | IRON Financial | Northbrook | CFP, CFA | Percentage of assets, Performance-based fees |
| Alexander Lippitt | Lakewood Financial Group | Evanston | CFA | Percentage of assets |
| Barry Mendel | Mendel Money Management | Northbrook | CFA | Percentage of assets, Hourly |
| Joshua Mangoubi | Considerate Capital | Northbrook | CFA | Percentage of assets, Ongoing planning fee |
| Kyle McGrath | Riverpoint Wealth Management | Chicago | CFA | Percentage of assets, Fixed fees |
| Mark Burka | Mendel Money Management | Northbrook | CFA | Percentage of assets, Hourly |
| Paul Merrick | Riverpoint Wealth Management | Chicago | CFA | Percentage of assets, Fixed fees |
| James Langer | Wavvest | Chicago | CFA | Percentage of assets |
| Jenifer Aronson | Mosaic Fi | Lincolnshire | CFA | Percentage of assets, One-time planning fee |
| Katie Reichart | Doyenne Wealth Advisors | Chicago | CFA | Percentage of assets, Fixed fees |
| Michael Tilatti | Tilatti Wealth Management | Chicago | CFA | Percentage of assets, Fixed fees |
| Patrick McGough | Geometric Advisors | Arlington Heights | CFA | Percentage of assets |
| Ryan Vance | Pendulum Partners | Itasca | CFA | Percentage of assets, Fixed fees |
| Amy Barrett | Barrett Wealth Connection | Spring Grove | CFP, CFA | Hourly |
| Bahdan Yakavenka | Lestna | Chicago | CFA | Ongoing planning fee, Percentage of assets |
| Brian Vogler | Highview Capital Management | Buffalo Grove | CFA | Percentage of assets |
| Jeffrey Smith | North Shore Investment Consulting, LLC | Wilmette | CFA, CFP, MBA | Percentage of assets |
| Mark Sansoterra | Highview Capital Management | Buffalo Grove | CFA | Percentage of assets |
| Matthew Szafranski | Chesley, Taft & Associates | Chicago | CFP, CFA | Percentage of assets, Fixed fees |
| Michael Alexenko | Royal Asset Managers | St. Charles | CFA | Percentage of assets, Flat fee or retainer |
| Michael Walther | Oak Wealth Advisors LLC | Northbrook | CFA, CFP, CPA, MBA | Percentage of assets, Fixed fees |
| Osman Arain | Evansbrook Capital Management | Bolingbrook | CFA | Percentage of assets |
| Scott Wentsel | Wentsel Wealth Management, LLC | Western Springs | BA, CFA, CFP, MBA | Percentage of assets, Hourly |
| Sean Sebold | Sebold Capital Management Inc. | Lisle | BA, CFA, CFP, MBA | Percentage of assets, Hourly |
| Taylor Champion | Chesley, Taft & Associates | Chicago | CFP, CFA | Percentage of assets, Fixed fees |
| Victoria Dorgan | Barrett Wealth Connection | Spring Grove | CFP, CFA | Hourly |
| William Driscoll | Oak Family Advisors | Chicago | CFP, CFA | Percentage of assets, Fixed fees |
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