Advisors for $1 million to $3 million in Illinois
How do I find fee-only advisors for $1 million to $3 million in Illinois?
In Illinois, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Elizabeth Buffardi of Crescendo Financial Planners, Inc., Zachary Patzik of Burling Wealth Partners and Sara Hostalet of Zimmerman Wealth Management.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Elizabeth Buffardi Crescendo Financial Planners, Inc., Oak Brook Holds the CFP and CPA. Fees on file: ongoing planning fee.
- Zachary Patzik Burling Wealth Partners, Chicago Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Sara Hostalet Zimmerman Wealth Management, Evanston Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Matthew Szafranski Chesley, Taft & Associates, Chicago Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Stacey Sargent Chicago Capital, Chicago Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Roberta Ferguson Aberdeen Wealth Management, Lake Bluff Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 131
- Firms
- 49
- Cities
- 28
- Hold the CFP
- 38%
- Other credentials: CFA 24% · CPA 2%
- How they charge (of 131 with fees on file): percentage of assets 96% · fixed fees 60% · hourly 34% · one-time planning fee 2%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $1 million to $3 million by state
- California (428)
- Texas (312)
- Florida (209)
- Pennsylvania (208)
- Massachusetts (187)
- New York (178)
- Ohio (158)
- Maryland (127)
- Georgia (126)
- Colorado (124)
- Michigan (104)
- North Carolina (104)
- Wisconsin (90)
- Connecticut (83)
- Tennessee (80)
- Indiana (77)
- Virginia (73)
- Arizona (71)
- Washington (68)
- Minnesota (64)
- New Jersey (63)
- Alabama (54)
- Nebraska (51)
- Oregon (48)
- Missouri (44)
- Louisiana (42)
- New Hampshire (29)
- Utah (28)
- Mississippi (26)
- Rhode Island (25)
Questions about advisors for $1 million to $3 million
How many fee-only advisors for $1 million to $3 million in Illinois are there?
The Wellspent public graph lists 131 fee-only advisors for $1 million to $3 million in Illinois, at 49 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million.
Where are fee-only advisors for $1 million to $3 million in Illinois located?
Of the 131 fee-only advisors for $1 million to $3 million in Illinois, 75 are in Chicago, followed by 11 in Northbrook and 8 in Evanston.
How do fee-only advisors for $1 million to $3 million in Illinois charge?
The most common fee among fee-only advisors for $1 million to $3 million in Illinois is a percentage of assets, used by 96% of the 131 with fees on file. Many use more than one: 60% charge fixed fees and 34% charge by the hour.
How many fee-only advisors for $1 million to $3 million in Illinois hold the CFP?
38% of the 131 fee-only advisors for $1 million to $3 million 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 for $1 million to $3 million?
We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more.
What should I ask fee-only advisors for $1 million to $3 million in Illinois?
What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with?
How current is this list of fee-only advisors for $1 million to $3 million 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 131 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Dan Wood | Zimmerman Wealth Management, LLC | Evanston | CFA, CFP | Percentage of assets, Fixed fees |
| Brad Cougill | Deerfield Financial Advisors, Inc. | Park Ridge | CFP, CPA, CEPA | Percentage of assets, Hourly |
| Elizabeth Buffardi | Crescendo Financial Planners, Inc. | Oak Brook | CFP, CPA | Ongoing planning fee |
| 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 |
| Vinnie Maliakkal | Wavvest | Chicago | CFP | Percentage of assets |
| Bronwyn Mirretti | Mirretti Perryman Wealth Strategies | Skokie | CFP | Percentage of assets, Hourly |
| Margaret Quinn | Paradigm Wealth Management | Chicago | CFP | Percentage of assets, Hourly |
| Timothy Perryman | Mirretti Perryman Wealth Strategies | Skokie | CFP | Percentage of assets, Hourly |
| Ginger Gorden | Ggcfo | Chicago | CFP | Percentage of assets, Fixed fees |
| James Langer | Wavvest | Chicago | CFA | Percentage of assets |
| Katie Reichart | Doyenne Wealth Advisors | Chicago | CFA | Percentage of assets, Fixed fees |
| Michael McNitt | Highview Capital Management | Buffalo Grove | CFP | Percentage of assets |
| Nicklaus Streit | Highview Capital Management | Buffalo Grove | CFP | Percentage of assets |
| Andrew Kitay | Urban Financial Advisory | Chicago | CFP | One-time planning fee |
| Daniel Howard | Zuckerman Investment Group | Chicago | CFP | Percentage of assets |
| Jeremy Ander | Urban Financial Advisory | Chicago | CFP | One-time planning fee |
| Lindsey Johns | Zuckerman Investment Group | Chicago | CFP | Percentage of assets |
| Steven Urban | Urban Financial Advisory | Evanston | CFP | One-time planning fee |
| Yoo Chung Chang | Upstart Wealth Management | Chicago | Not listed | Percentage of assets, Ongoing planning fee |
| Andrew Farinelli | Wavvest | Chicago | Not listed | Percentage of assets |
| Brendan King | Wavvest | Chicago | Not listed | Percentage of assets |
| Brian Vogler | Highview Capital Management | Buffalo Grove | CFA | Percentage of assets |
| Danielle Schultz | Haven Financial Solutions, Inc. | Evanston | CDFA, CFP | Percentage of assets, Hourly |
| Jacob Beck | Doyenne Wealth Advisors | Chicago | Not listed | Percentage of assets, Fixed fees |
| Jessica Stanley | Rezny Wealth Management | Aurora | Not listed | Percentage of assets |
| Mark Bova | Lenity Financial, Inc. | Geneva | CFP, CIMA | Percentage of assets, Fixed fees |
| Mark Sansoterra | Highview Capital Management | Buffalo Grove | CFA | Percentage of assets |
| Matthew Komer | Kera Capital | Mokena | Not listed | Percentage of assets, Hourly |
| 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 |
| Osman Arain | Evansbrook Capital Management | Bolingbrook | CFA | Percentage of assets |
| Paul Tromp | Trifecta Capital Advisors | Northbrook | CFP | Percentage of assets, Fixed fees |
| R. Mark Bell | Mark Bell Advisory Services, Inc. | Chicago | BS, CFP, MBA | Percentage of assets |
| Sinon Bennett | Wavvest | Chicago | Not listed | Percentage of assets |
| Suzanne Wetzel | Doyenne Wealth Advisors | Chicago | Not listed | Percentage of assets, Fixed fees |
| Taylor Champion | Chesley, Taft & Associates | Chicago | CFP, CFA | Percentage of assets, Fixed fees |
| Daniel Zuckerman | Zuckerman Investment Group | Chicago | CFA | Percentage of assets |
| Dominic Mirretti | Mirretti Perryman Wealth Strategies | Skokie | Not listed | Percentage of assets, Hourly |
| Keith Schicker | Zuckerman Investment Group | Chicago | CFA | Percentage of assets |
| Parker Taylor | Paradigm Wealth Management | Chicago | Not listed | Percentage of assets, Hourly |
| Bradley Price | Moonstone Asset Management | Northbrook | Not listed | Percentage of assets |
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