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Wellspent public graph/Find by/Advisors for under $500,000/Illinois

Advisors for under $500,000 in Illinois

All 418 advisors

Advisors for under $500,000 in Illinois: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Caleb Graybeal Strong Retirement Solutions Bloomington Not listed Percentage of assets, Hourly
Caleb Smoes LifeWise Wealth Advisors Champaign Not listed Flat fee or retainer
Christopher Huston Vertex Planning Partners Downers Grove Not listed Percentage of assets, Fixed fees
Daniel Carey Mentor Capital Management Chicago CFP Percentage of assets, Hourly
Daniel Witherspoon LifeWise Wealth Advisors Champaign Not listed Flat fee or retainer
Igor Yukhvidin Vertex Planning Partners Downers Grove Not listed Percentage of assets, Fixed fees
Jeffrey Augspurger Strong Retirement Solutions Bloomington Not listed Percentage of assets, Hourly
John Davis Mentor Capital Management Chicago CFP Percentage of assets, Hourly
John Vanderburgh LifeWise Wealth Advisors Champaign Not listed Flat fee or retainer
Kyle Long Long Planning Geneva Not listed Percentage of assets
Luke Sauter Vidarrow Investment Advisors Arlington Heights PFS Percentage of assets, Hourly
Noah York York Wealth Management West Chicago Not listed Flat fee or retainer, Ongoing planning fee
Ryan Bellis Vertex Planning Partners Downers Grove Not listed Percentage of assets, Fixed fees
William Dippell Milestone Money Chicago Not listed Flat fee or retainer, Ongoing planning fee
William Herr Trader Wealth Management Barrington CFP Percentage of assets, Hourly
Alison Brandt Pendulum Partners Itasca Not listed Percentage of assets, Fixed fees
Amy Barrett Barrett Wealth Connection Spring Grove CFP, CFA Hourly
Andrew Feldman AJ Feldman Financial LLC Deerfield CFP Percentage of assets, Hourly
Bahdan Yakavenka Lestna Chicago CFA Ongoing planning fee, Percentage of assets
Brad Bobb Bobb Financial Incorporated Chatham CFP Percentage of assets, Hourly
Brenda Knox Financial Elements, Inc. Rolling Meadows AIF, BS, CFP, CRPC Percentage of assets, Hourly
Brett Wysopal Wysopal Wealth Planning, LLC Brookfield CFP Percentage of assets, Hourly
C. Travis Reader Illuminate Wealth Management, LLC Chicago CFP, MSFS Percentage of assets, Fixed fees
Colleen Nesslar Pendulum Partners Itasca Not listed Percentage of assets, Fixed fees
Corissa Landphair Landphair Wealth Management Winnetka CFP Percentage of assets
Dale Branda Steward Advisors, LLC Chicago CFP, MBA Percentage of assets, Hourly
Edward Gjertsen II Engage Wealth Group, LLC. Northfield CFP Percentage of assets, Hourly
Gerald Howell Arlington Wealth Management Arlington Heights Not listed Percentage of assets, Fixed fees
Heinz Brisske KRM Financial Services St. Charles Not listed Percentage of assets, Hourly
Jacob Shamblott Blue Line Capital Chicago CFP Percentage of assets
Jeffrey Cribbs Chicago Wealth Management Chicago CFP Percentage of assets, Hourly
Jennifer Sanchez Integral Financial Planning LLC Naperville BS, CFP, CPA Hourly, Fixed fees
John Henek Quantum Capital Investments River Forest Not listed Percentage of assets, Fixed fees
John Hollahan Arlington Wealth Management Arlington Heights Not listed Percentage of assets, Fixed fees
Johnny Jones Atlatl Advisers Chicago Not listed Percentage of assets, Hourly
Joseph Lopresti Arlington Wealth Management Arlington Heights Not listed Percentage of assets, Fixed fees
Joseph McDonnell McDonnell Capital Management Frankfort CFP, PFS Percentage of assets, Hourly
Joseph Menconi Heritage Drive Wealth Management Naperville CFP, MBA Percentage of assets, Fixed fees
Joshua Betancourt Quantum Capital Investments Elmwood Park Not listed Percentage of assets, Fixed fees
Katie Blechschmidt FMI Financial Oak Brook CFP Percentage of assets, Hourly
Krzysztof Garlewicz ProsperiFi Des Plaines CFP Percentage of assets, Hourly
Kyle Matkaitis Whisper Wealth Builders Oak Lawn CFP Percentage of assets, Fixed fees
Lauren Genuardi Expressive Wealth LLC Chicago CFP, MBA Percentage of assets, Hourly
Lawrence Davsko Skinner Copper & Ehmen Springfield Not listed Percentage of assets, Fixed fees
Matthew Barnard Maplewood Wealth LLC Arlington Heights CFP, EA Percentage of assets, Fixed fees
Nathan Gale Fleur-de-lis Financial Lake Bluff CFP Percentage of assets, Hourly
Noah Skinner Skinner Copper & Ehmen Springfield Not listed Percentage of assets, Fixed fees
Rockie Zeigler Iii RP Zeigler Investment Services Peoria CFP, EA Percentage of assets, Hourly
Sean Sebold Sebold Capital Management Inc. Lisle BA, CFA, CFP, MBA Percentage of assets, Hourly
Shawn Kennedy Pendulum Partners Itasca Not listed Percentage of assets, Fixed fees