Advisors for under $500,000 in Illinois
How do I find fee-only advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Robert Riedl of Endowment Wealth Management, Inc., Stratton Harrison of Vita Wealth Management and Lester Detterbeck of Detterbeck Wealth Management.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Robert Riedl Endowment Wealth Management, Inc., Chicago Holds the CFP, CFA and CPA. Fees on file: percentage of assets.
- Stratton Harrison Vita Wealth Management, Chicago Holds the CFP and EA. Fees on file: percentage of assets, flat fee or retainer.
- Lester Detterbeck Detterbeck Wealth Management, Palatine Holds the CFP and CFA. Fees on file: ongoing planning fee.
- Mantas Tautkus MT Financial Planning, Inc., Lake Barrington Holds the CFP and EA. Fees on file: one-time planning fee, hourly.
- Chelsea Rude Rude Wealth Advisory LLC, Olney Holds the CFP and EA. Fees on file: ongoing planning fee.
- Maggie Beach NexJenn Financial Services, Naperville Holds the CFP and CPA. Fees on file: percentage of assets, flat fee or retainer.
By the numbers
- Advisors listed
- 418
- Firms
- 230
- Cities
- 106
- Hold the CFP
- 42%
- Other credentials: CFA 9% · CPA 2% · EA 1%
- How they charge (of 418 with fees on file): percentage of assets 91% · fixed fees 62% · hourly 50% · 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
Advisors for under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
How many fee-only advisors for under $500,000 in Illinois are there?
The Wellspent public graph lists 418 fee-only advisors for under $500,000 in Illinois, at 230 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000.
Where are fee-only advisors for under $500,000 in Illinois located?
Of the 418 fee-only advisors for under $500,000 in Illinois, 90 are in Chicago, followed by 23 in Naperville and 15 in Downers Grove.
How do fee-only advisors for under $500,000 in Illinois charge?
The most common fee among fee-only advisors for under $500,000 in Illinois is a percentage of assets, used by 91% of the 418 with fees on file. Many use more than one: 62% charge fixed fees and 50% charge by the hour.
How many fee-only advisors for under $500,000 in Illinois hold the CFP?
42% of the 418 fee-only advisors for under $500,000 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 under $500,000?
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 under $500,000 in Illinois?
Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client?
How current is this list of fee-only advisors for under $500,000 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 418 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Aditi Kapadia | Wealth IQ | Springfield | CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Andrea Oliver | One Wild Life Advisors, LLC | Chicago | CFP | Flat fee or retainer, One-time planning fee |
| Charles Horonzy | Focused Up Financial, LLC | La Grange | CFP, CPA | Percentage of assets, Ongoing planning fee |
| Ivan Havrylyan | Outside The Box Financial Planning, LLC | Wheeling | CFP | One-time planning fee |
| Jacquelin Liautaud | One Wild Life Advisors, LLC | Chicago | CFP | Flat fee or retainer, One-time planning fee |
| Jessica Merino | Merino Wealth Management | Chicago | CFP | Percentage of assets, Ongoing planning fee |
| Robert Stoll | Financial Design Studio, Inc. | Deer Park | CFA, CFP | Percentage of assets, Ongoing planning fee |
| Stratton Harrison | Vita Wealth Management | Chicago | CFP, EA | Percentage of assets, Flat fee or retainer |
| Tim Carpenter | Rhodo Wealth Management | Geneva | CFP | One-time planning fee, Percentage of assets |
| Valerie Rivera | FirstGen Wealth | Chicago | CFP | Flat fee or retainer, 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 |
| JoAnn May | Forest Asset Management LLC | Riverside | CFP, CPA/PFS, MBA, CPA | Percentage of assets, Hourly |
| Robert Riedl | Endowment Wealth Management, Inc. | Chicago | AWMA, BS, CFA, CFP | Percentage of assets |
| Andy Baxley | Two Trails Financial Planning | Oak Park | CFP, MSFP | Ongoing planning fee, One-time planning fee |
| Brett Spencer | Impact Financial LLC | Chicago | CFP | Percentage of assets, Hourly |
| John Piershale | Piershale Wealth Management | Crystal Lake | CFP | Percentage of assets, Hourly |
| Leslie Ransom | Indie Financial Planning, LLC | Chicago | CFP | Percentage of assets, Flat fee or retainer |
| Eric Schlosser | Kisher Capital, LLC | Malta | CFP | Percentage of assets, Hourly |
| Erik Barnes | Retirement Portfolio Partners | Warrenville | CFP | Flat fee or retainer |
| G. Martin Poole | HFH Planning Inc | 283 Nautical Way | ADPA, CFP, RFC, MBA | Percentage of assets, Hourly |
| Maggie Beach | NexJenn Financial Services | Naperville | CFP, CPA/PFS, MBA, CPA | Percentage of assets, Flat fee or retainer |
| Mantas Tautkus | MT Financial Planning, Inc. | Lake Barrington | CFP, CRPC, EA | One-time planning fee, Hourly |
| Matthew Knoll | The Planning Center | Chicago | CFP, MBA, CAP | Percentage of assets, Hourly |
| Christopher Long | Long & Associates LLC | Chicago | CFP, MBA | Ongoing planning fee |
| 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 |
| Henry Gorecki | HG Wealth Management | Chicago | CFP | Percentage of assets, Hourly |
| Jeffrey Dvorak | 4D Financial Advisors | Glen Ellyn | CFP, CPWA | Ongoing planning fee, One-time planning fee |
| Jeffrey Kostis | JK Financial Planning, Inc. | Chicago | BBA, CDFA, CFP, CPA/PFS | Percentage of assets, Hourly |
| Matthew Hawk | Cambridge Capital Management, LLC | O Fallon | CFP | Percentage of assets, Hourly |
| Timothy Quinn | Quinn Financial Planning, LLC | Orland Park | CFP, CPA/PFS | Percentage of assets |
| Cynthia Menker | Contour Financial | Orland Park | CFP, CPA, MBA | Percentage of assets |
| James Nash | Clark Wealth Partners | O'Fallon | CFP, ChFC | Percentage of assets, Fixed fees |
| Lisa Bayer | Opus Financial Solutions LLC | Downers Grove | CFP, CFA | Percentage of assets, Hourly |
| Michael Clark | Clark Wealth Partners | O'Fallon | CFP | Percentage of assets, Fixed fees |
| Naveen Neerukonda | PVA Financial LLC | Oak Brook | CFP, MBA | Hourly, Flat fee or retainer |
| Thomas Van Spankeren | RISE Investments | Chicago | CFP, CFA | Percentage of assets |
| Vincent DeCrow | RISE Investments | Chicago | CFP | Percentage of assets |
| Chelsea Rude | Rude Wealth Advisory LLC | Olney | CFP, APMA, EA, MSFP | Ongoing planning fee |
| Christopher Jones | Azalea Wealth Management | Glen Ellyn | CFP | Percentage of assets, Ongoing planning fee |
| Dustin Javier | Defined Capital | Oak Brook | CFP | Percentage of assets, Ongoing planning fee |
| Andrew McDowell | LifeWise Wealth Advisors | Champaign | CFP | Flat fee or retainer |
| 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 |
| John Foley | LifeWise Wealth Advisors | Champaign | CFP, ChFC | Flat fee or retainer |
| John Kennedy | LifeWise Wealth Advisors | Champaign | CFP | Flat fee or retainer |
| Joshua Nuss | LifeWise Wealth Advisors | Champaign | CFP | Flat fee or retainer |
| 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 |
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