Flat-fee financial advisors in Illinois
How do I find fee-only advisors who charge flat or fixed fees in Illinois?
In Illinois, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Elizabeth Geiser of Timothy Financial Counsel, Inc., Mike Walther Ii of Oak Wealth Advisors, LLC and Robert Riedl of Endowment Wealth Management, Inc..
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Elizabeth Geiser Timothy Financial Counsel, Inc., Wheaton Holds the CFP, CFA and CPA. Fees on file: hourly.
- Mike Walther Ii Oak Wealth Advisors, LLC, Northbrook Holds the CFP, CFA and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Robert Riedl Endowment Wealth Management, Inc., Chicago Holds the CFP, CFA and CPA. Fees on file: percentage of assets.
- Kerry Prazak The Mather Group, Chicago Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Amy Rosenow Bold Vision Financial, Chicago Holds the CFP and CFA. Fees on file: one-time planning fee, hourly.
- Michael Lamke Lamke Financial LLC, Wheaton Holds the CFP and CPA. Fees on file: hourly, one-time planning fee.
By the numbers
- Advisors listed
- 591
- Firms
- 294
- Cities
- 116
- Hold the CFP
- 49%
- Other credentials: CFA 15% · CPA 3% · EA 2%
- How they charge (of 591 with fees on file): percentage of assets 87% · fixed fees 78% · hourly 52% · ongoing planning fee 10%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Connecticut (304)
- Kansas (290)
- Utah (277)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Mississippi (69)
- Rhode Island (60)
- District of Columbia (46)
- Montana (39)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
How many fee-only advisors who charge flat or fixed fees in Illinois are there?
The Wellspent public graph lists 591 fee-only advisors who charge flat or fixed fees in Illinois, at 294 firms. We counted every advisor record that fits, as of November 2026.
Where are fee-only advisors who charge flat or fixed fees in Illinois located?
Of the 591 fee-only advisors who charge flat or fixed fees in Illinois, 174 are in Chicago, followed by 32 in Downers Grove and 25 in Naperville.
How do fee-only advisors who charge flat or fixed fees in Illinois charge?
The most common fee among fee-only advisors who charge flat or fixed fees in Illinois is a percentage of assets, used by 87% of the 591 with fees on file. Many use more than one: 78% charge fixed fees and 52% charge by the hour.
How many fee-only advisors who charge flat or fixed fees in Illinois hold the CFP?
49% of the 591 fee-only advisors who charge flat or fixed fees 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 who charge flat or fixed fees?
We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets.
What should I ask fee-only advisors who charge flat or fixed fees in Illinois?
What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees?
How current is this list of fee-only advisors who charge flat or fixed fees 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 591 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Amy Rosenow Advice-only planning and financial education for women, families and entrepreneurs, from a former investment firm COO and angel investor. | Bold Vision Financial | Chicago | CFP, CFA | One-time planning fee, Hourly |
| Garrett Chmiola Valeo is an independent, fee-only financial advisory firm offering objective, independent guidance for one transparent fee | Valeo Financial Advisors | Chicago | CFP, CPA | Flat fee or retainer, Percentage of assets |
| 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 |
| Kelly Palmer Planning for millennial parents with equity compensation, through a series of meetings that bring structure and clarity to family finances. | The Wealthy Parent LLC | Chicago | CFP, CFA | Subscription, One-time planning fee |
| Patrick Bourbon Objective, holistic planning for U.S. residents and cross-border families navigating tax and regulatory rules in more than one country. | Bourbon Financial Management | Chicago | CFA, CFP, MSEE, MSFS | Subscription |
| Patti Hughes | Lake Life Wealth Advisory Group LLC | Chicago | CFP, CPA | Ongoing planning fee |
| Renee Collins | Retire Ready Inc. | Olympia Fields | CFP, CPA, AFC | One-time planning fee, 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 |
| Dan Wood | Zimmerman Wealth Management, LLC | Evanston | CFA, CFP | Percentage of assets, Fixed fees |
| Elizabeth Geiser | Timothy Financial Counsel, Inc. | Wheaton | CFA, CFP, CPA, BS | Hourly |
| JoAnn May | Forest Asset Management LLC | Riverside | CFP, CPA/PFS, MBA, CPA | Percentage of assets, Hourly |
| Kerry Prazak | The Mather Group | Chicago | CFP, CRPC, MBA, RFC | Percentage of assets, Hourly |
| Linda Rapisardo Flat-fee, advice-only planning for first-generation professionals in their 30s and 40s who never got a financial roadmap. | Canela Wealth LLC | Riverside | CFP | Subscription, One-time planning fee |
| 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 |
| Rorik Larson | Essential Financial Strategies | Palos Heights | CFP, EA, MBA | Ongoing planning fee, One-time planning fee |
| Barry Federici | Family First Wealth Management, LLC | Sycamore | CFP, CPA, JD | Percentage of assets, Hourly |
| Brian Thompson | Brian Thompson Financial LLC | Chicago | CFP, JD | Ongoing planning fee, One-time planning fee |
| Colin Chase | Mindful Money Financial Counsel | Chicago | CFP, MBA | Flat fee or retainer, Hourly |
| Emiramis Gjini | MyGen Planning | Chicago | CFP | Ongoing planning fee, One-time planning fee |
| 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 |
| Lawrence Pershing | Optimum Retirement Planning | Lisle | CFP, Retirement Management Advisor | Flat fee or retainer |
| 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 |
| Ryan Carter | Funded Life Financial, LLC | Chicago | CFP, ChFC | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Max Novak Flat-fee. Fiduciary. Life-centered planning. | Novak Financial Partners | Carterville | CFP | Flat fee or retainer, Subscription |
| Michael Lamke | Lamke Financial LLC | Wheaton | CFP, CPA | Hourly, One-time planning fee |
| Mike Cattapan Affordable, objective advice-only planning for individuals and families at any stage of life or level of wealth. | Abundo Wealth | Chicago | Not listed | Subscription |
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