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Advisors for under $500,000 in Illinois

All 418 advisors

Advisors for under $500,000 in Illinois: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Daniel Rohlfing Lantz Financial Naperville CFP Percentage of assets, Hourly
David Swisher Benchmark Capital Group Galena CFP Percentage of assets, Hourly
Debra Peters Wealth Management Services Springfield CFP Percentage of assets, Hourly
Edward Connolly Essex Deer Park CFP Percentage of assets, Hourly
Eric Kies The Planning Center Moline CFP Percentage of assets, Hourly
Hank Boudreaux The Planning Center Moline CFP Percentage of assets, Hourly
Jac Cerney JAC Wealth Management Services Evanston CFP, CFA Percentage of assets
Jacob Kadisak Kadisak Financial Services Naperville CFP Percentage of assets, Fixed fees
Jacqueline Runnberg River Street Advisors Aurora CFP Percentage of assets, Fixed fees
James Blankenship Blankenship Financial Planning New Berlin CFP Percentage of assets, Hourly
Jerald Barkmeier Wealth Management Services Springfield CFP Percentage of assets, Hourly
John Hering Composure Wealth Management Chicago CFP Percentage of assets, Hourly
John Timmer Wealthspan Partners Rock Island CFP Percentage of assets, Hourly
Kirk Kreikemeier Pebble Valley Wealth Management Western Springs CFP, CFA Percentage of assets, Fixed fees
Larry Hightower Hightower & Boler Chicago CFP Percentage of assets, Hourly
Leanne Raskob VON Haefen Financial Management Chicago CFP Hourly, Fixed fees
Lisa Boyd Marcus Capital Northfield CFP Percentage of assets, Fixed fees
Logan Schaefer Lantz Financial Naperville CFP Percentage of assets, Hourly
Makenna Ochs Rude Wealth Advisory Olney CFP Percentage of assets, Hourly
Mark Pesavento Forest Asset Management Riverside CFP, PFS Percentage of assets, Hourly
Matthew Kunst Opus Financial Solutions Downers Grove CFP, CFA Percentage of assets, Hourly
Matthew Sivertsen The Planning Center Moline CFP Percentage of assets, Hourly
Michael Cava River Street Advisors Aurora CFP, CFA Percentage of assets, Fixed fees
Michael Cope Pinnacle Planning Advisors Evanston CFP Percentage of assets, Hourly
Michael Disalvo Purposepath Capital Quincy CFP Percentage of assets, Hourly
Michael Lantz Lantz Financial Naperville CFP Percentage of assets, Hourly
Michelle Maton The Planning Center Chicago CFP Percentage of assets, Hourly
Michelle Smalenberger Financial Design Studio Deer Park CFP Percentage of assets, Hourly
Monarch Bhatt Ascent Fintech Carol Stream CFP Percentage of assets, Hourly
Nathaniel Gandy Obar Wealth Management Lake Forest CFP Percentage of assets, Hourly
Nathaniel Klitzing Cambridge Capital Management O'Fallon CFP Percentage of assets, Hourly
Nicholas Niemi Sebold Capital Management Lisle CFP Percentage of assets, Hourly
Nina Milligan Zenith Wealth Partners Chicago CFP Percentage of assets, Hourly
Richard Gartelmann River Street Advisors Aurora CFP Percentage of assets, Fixed fees
Roger Kadisak Kadisak Financial Services Naperville CFP Percentage of assets, Fixed fees
Roscoe Zeigler RP Zeigler Investment Services Peoria CFP Percentage of assets, Hourly
Sam Bakou Sora Wealth Arlington Heights CFP Percentage of assets, Hourly
Samuel Hopkins Cambridge Capital Management O'Fallon CFP Percentage of assets, Hourly
Sarah Stoddard The Planning Center Moline CFP Percentage of assets, Hourly
Sharon Adelmann Prairie Investment Advisors Naperville CFP Percentage of assets, Hourly
Shawn Roberts SMR Strategic Investments Glen Ellyn CFP Percentage of assets
Sterling Raskie Blankenship Financial Planning New Berlin CFP, ChFC Percentage of assets, Hourly
Therese Martin Martin Financial Management Itasca CFP Percentage of assets, Hourly
Timothy Obendorf Steward Advisors Chicago CFP Percentage of assets, Hourly
Trevore Meyer Financial Design Studio Deer Park CFP Percentage of assets, Hourly
Brendan Kaar Total Clarity Wealth Management Edwards CFA Percentage of assets, Hourly
Brian Huckstep Huckstep Asset Management Oak Park CFA Percentage of assets, Hourly
David Vaught Propel Financial Advisors Chicago CFA Percentage of assets, Hourly
Gregory Vogel Lincolnbridge Financial Planning Oglesby ChFC Percentage of assets, Fixed fees
James Wolf Wolf Financial Advisors Pekin ChFC Percentage of assets, Hourly