# Advisors for $500,000 to $1 million in Illinois > In Illinois, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Mike Walther Ii of Oak Wealth Advisors, LLC, Kerry Prazak of The Mather Group and Garrett Chmiola of Valeo Financial Advisors. Page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/illinois/ 214 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors for $500,000 to $1 million in Illinois? In Illinois, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Mike Walther Ii of Oak Wealth Advisors, LLC, Kerry Prazak of The Mather Group and Garrett Chmiola of Valeo Financial Advisors. ## How many fee-only advisors for $500,000 to $1 million in Illinois are there? The Wellspent public graph lists 214 fee-only advisors for $500,000 to $1 million in Illinois, at 91 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million. ## Where are fee-only advisors for $500,000 to $1 million in Illinois located? Of the 214 fee-only advisors for $500,000 to $1 million in Illinois, 70 are in Chicago, followed by 18 in Downers Grove and 13 in Northbrook. ## How do fee-only advisors for $500,000 to $1 million in Illinois charge? The most common fee among fee-only advisors for $500,000 to $1 million in Illinois is a percentage of assets, used by 93% of the 214 with fees on file. Many use more than one: 54% charge fixed fees and 47% charge by the hour. ## How many fee-only advisors for $500,000 to $1 million in Illinois hold the CFP? 43% of the 214 fee-only advisors for $500,000 to $1 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 $500,000 to $1 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 $500,000 to $1 million in Illinois? What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself? ## How current is this list of fee-only advisors for $500,000 to $1 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Garrett Chmiola](https://find.wellspent.co/advisors/garrett-chmiola.md) | Valeo Financial Advisors | Chicago, Illinois | CFP, CPA | Flat fee or retainer, Percentage of assets | | [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 | | [Barry Federici](https://find.wellspent.co/advisors/barry-federici.md) | Family First Wealth Management, LLC | Sycamore, Illinois | CFP, CPA, JD | Percentage of assets, Hourly, Fixed fees | | [Brian Thompson](https://find.wellspent.co/advisors/brian-thompson.md) | Brian Thompson Financial LLC | Chicago, Illinois | CFP, JD | Ongoing planning fee, One-time planning fee | | [Kelly Stanley](https://find.wellspent.co/advisors/kelly-stanley.md) | Cogent Strategic Wealth | Chicago, Illinois | CFP, MBA | Percentage of assets | | [Lawrence Pershing](https://find.wellspent.co/advisors/lawrence-pershing.md) | Optimum Retirement Planning | Lisle, Illinois | CFP, Retirement Management Advisor | Flat fee or retainer | | [Max Novak](https://find.wellspent.co/advisors/max-novak.md) | Novak Financial Partners | Carterville, Illinois | CFP | Flat fee or retainer, Subscription | | [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 | | [Nathan Eads](https://find.wellspent.co/advisors/nathan-eads.md) | Moller Wealth Partners | Chicago, Illinois | CFP | Percentage of assets, Fixed fees | | [Robert Finley](https://find.wellspent.co/advisors/robert-finley.md) | Virtue Asset Management | Chicago, Illinois | CFA, CFP | Percentage of assets | | [Daniel Peters](https://find.wellspent.co/advisors/daniel-peters.md) | Prism Planning Partners | Libertyville, Illinois | CFP | One-time planning fee | | [James Stork](https://find.wellspent.co/advisors/james-stork.md) | Pinnacle Financial Group, LLC | Western Springs, Illinois | CFA, CFP, MBA | Percentage of assets, Hourly | | [Janice Hennessy](https://find.wellspent.co/advisors/janice-hennessy.md) | ShankerValleau Wealth Advisors, Inc. | Skokie, Illinois | CFP, CPA, MBA, MSFP | Percentage of assets | | [Nicole Sullivan](https://find.wellspent.co/advisors/nicole-sullivan.md) | Prism Planning Partners | Libertyville, Illinois | CFP | One-time planning fee | | [Joshi Koneru](https://find.wellspent.co/advisors/joshi-koneru.md) | Watershed Private Wealth | Oak Brook, Illinois | CFP | Percentage of assets | | [Lauren Hunt](https://find.wellspent.co/advisors/lauren-hunt.md) | Daybreak Wealth | Hinsdale, Illinois | CFP | Flat fee or retainer, Ongoing planning fee | | [Mark Meredith](https://find.wellspent.co/advisors/mark-meredith.md) | Meredith Wealth Planning | Maryville, Illinois | CFP | Flat fee or retainer, Ongoing planning fee | | [Matthew Furlong](https://find.wellspent.co/advisors/matthew-furlong.md) | Furlong Investment Solutions | Chicago, Illinois | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Richard Wimmer](https://find.wellspent.co/advisors/richard-wimmer.md) | Meredith Wealth Planning | Maryville, Illinois | CFP, CFA | Flat fee or retainer, Ongoing planning fee | | [Alexander Hemsley](https://find.wellspent.co/advisors/alexander-hemsley.md) | Hemsley Advisors | Chicago, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Bradley Mendel](https://find.wellspent.co/advisors/bradley-mendel.md) | Mendel Money Management | Northbrook, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [George Hemsley](https://find.wellspent.co/advisors/george-hemsley.md) | Hemsley Advisors | Barrington, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Jack Hallier](https://find.wellspent.co/advisors/jack-hallier.md) | Patrick M Sweeney & Associates | Libertyville, Illinois | CFP | Percentage of assets | | [John Burns](https://find.wellspent.co/advisors/john-burns.md) | Factor Wealth Management | Chicago, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [John Ferguson](https://find.wellspent.co/advisors/john-ferguson.md) | Patrick M Sweeney & Associates | Barrington, Illinois | CFP | Percentage of assets | | [Patrick Sweeney](https://find.wellspent.co/advisors/patrick-sweeney.md) | Patrick M Sweeney & Associates | Libertyville, Illinois | CFP | Percentage of assets | | [Randolph Hardy](https://find.wellspent.co/advisors/randolph-hardy.md) | Factor Wealth Management | Chicago, Illinois | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Timothy McGrath](https://find.wellspent.co/advisors/timothy-mcgrath.md) | Riverpoint Wealth Management | Chicago, Illinois | CFP, ChFC | Percentage of assets, Fixed fees | | [Alex Offerman](https://find.wellspent.co/advisors/alex-offerman.md) | Model Wealth | Wheaton, Illinois | CFP | Hourly, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Donovan Sanchez](https://find.wellspent.co/advisors/donovan-sanchez.md) | Model Wealth | Wheaton, Illinois | CFP | Hourly, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Randall Bruns](https://find.wellspent.co/advisors/randall-bruns.md) | Model Wealth | Wheaton, Illinois | CFP | Hourly, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Timothy Dillow](https://find.wellspent.co/advisors/timothy-dillow.md) | Dillow Wealth Management | Oak Brook, Illinois | CFP | Percentage of assets, Fixed fees | | [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 | | [Brandon Clouse](https://find.wellspent.co/advisors/brandon-clouse.md) | Prism Planning Partners | Libertyville, Illinois | | One-time planning fee | | [Eric OBrien](https://find.wellspent.co/advisors/eric-obrien.md) | Nadler Financial Group | Deerfield, Illinois | CFP | Percentage of assets | | [Jeremy Johnson](https://find.wellspent.co/advisors/jeremy-johnson.md) | Veracity Wealth Management | Oakbrook Terrace, Illinois | CFP | Percentage of assets, Ongoing planning fee | | [Joshua Mangoubi](https://find.wellspent.co/advisors/joshua-mangoubi.md) | Considerate Capital | Northbrook, Illinois | CFA | Percentage of assets, Ongoing planning fee | | [Justin Koress](https://find.wellspent.co/advisors/justin-koress.md) | Bondurant Investment Advisory | Evanston, Illinois | CFP | Percentage of assets, Fixed fees | | [Justin Mason](https://find.wellspent.co/advisors/justin-mason.md) | KEB – Kerber, Eck & Braeckel | Springfield, Illinois | CFP | Percentage of assets, Hourly | | [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 | | [Ross Hager](https://find.wellspent.co/advisors/ross-hager.md) | KEB – Kerber, Eck & Braeckel | Springfield, Illinois | CFP | Percentage of assets, Hourly | | [Brendan Moody](https://find.wellspent.co/advisors/brendan-moody.md) | Watershed Private Wealth | Oak Brook, Illinois | | Percentage of assets | | [Daniel Holder](https://find.wellspent.co/advisors/daniel-holder.md) | Holder Wealth Management | Champaign, Illinois | CFP, PFS | Percentage of assets, Hourly | | [Frederick Kort](https://find.wellspent.co/advisors/frederick-kort.md) | Cura Wealth Partners | Chicago, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Gregory Hodges](https://find.wellspent.co/advisors/gregory-hodges.md) | Greg Hodges Financial Advisory | Normal, Illinois | CFP | Percentage of assets, Hourly, Ongoing planning fee | | [Melanie Husk](https://find.wellspent.co/advisors/melanie-husk.md) | MEL Consulting | Chicago, Illinois | | Percentage of assets, Hourly, One-time planning fee | Showing the first 50 of 214. The full list, page by page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/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).