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Flat-fee financial advisors in Illinois

All 591 advisors

Flat-fee financial advisors in Illinois: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Mike Walther Ii Oak Wealth Advisors, LLC Northbrook CFP, CFA, CPA, MBA Percentage of assets, Ongoing planning fee
Nathan Eads Moller Wealth Partners Chicago CFP Percentage of assets, Fixed fees
Sheila Padden Padden Financial Planning, LLC Chicago CFP, CPA/PFS Ongoing planning fee
Brad Cougill Deerfield Financial Advisors, Inc. Park Ridge CFP, CPA, CEPA Percentage of assets, Hourly
Brian Rhoads Advice-only planning for DIY investors and validators: an initial plan, then hourly support at personal checkpoints as needed. Checkpoint Financial Planning Highland Park CFA, EA One-time planning fee, Hourly
Cynthia Menker Contour Financial Orland Park CFP, CPA, MBA Percentage of assets
Daniel Peters Prism Planning Partners Libertyville CFP One-time planning fee
David Theis Fee-Only Financial Advisors, Ltd. Palatine BS, CFP Hourly, Fixed fees
Elizabeth Buffardi Crescendo Financial Planners, Inc. Oak Brook CFP, CPA Ongoing planning fee
James Nash Clark Wealth Partners O'Fallon CFP, ChFC Percentage of assets, Fixed fees
James Stork Pinnacle Financial Group, LLC Western Springs CFA, CFP, MBA Percentage of assets, Hourly
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
Nicole Sullivan Prism Planning Partners Libertyville CFP One-time planning fee
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
Joshi Koneru Watershed Private Wealth Oak Brook CFP Percentage of assets
Lauren Hunt Daybreak Wealth Hinsdale CFP Flat fee or retainer, Ongoing planning fee
Mark Meredith Meredith Wealth Planning Maryville CFP Flat fee or retainer, Ongoing planning fee
Matthew Furlong Furlong Investment Solutions Chicago CFP, CFA Percentage of assets, Hourly
Nancy Doyle Hourly, advice-only planning that helps women and families in transition simplify their finances and understand their money. Manage Your Financial Life Winnetka CFA, CFT Hourly
Richard Wimmer Meredith Wealth Planning Maryville CFP, CFA Flat fee or retainer, Ongoing planning fee
Alexander Hemsley Hemsley Advisors Chicago CFP Percentage of assets, Hourly
Andrew McDowell LifeWise Wealth Advisors Champaign CFP Flat fee or retainer
Bradley Mendel Mendel Money Management Northbrook CFP Percentage of assets, Hourly
Cynthia Mittlestaedt Vertex Planning Partners Downers Grove CFP Percentage of assets, Fixed fees
George Hemsley Hemsley Advisors Barrington CFP Percentage of assets, Hourly
Gregory Benner Vertex Planning Partners Downers Grove CFP, ChFC Percentage of assets, Fixed fees
Jack Hallier Patrick M Sweeney & Associates Libertyville CFP Percentage of assets
John Burns Factor Wealth Management Chicago CFP Percentage of assets, Hourly
John Ferguson Patrick M Sweeney & Associates Barrington CFP Percentage of assets
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
Patrick Sweeney Patrick M Sweeney & Associates Libertyville CFP Percentage of assets
Randolph Hardy Factor Wealth Management Chicago CFP, CFA Percentage of assets, Hourly
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
Thomas Koleski Cedar Capital Advisors Glen Ellyn CFP Percentage of assets, Fixed fees
Timothy McGrath Riverpoint Wealth Management Chicago CFP, ChFC Percentage of assets, Fixed fees
Alex Offerman Model Wealth Wheaton CFP Hourly, Flat fee or retainer
Alyssa Schuster Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Anne Petty Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Brett Detterbeck Detterbeck Wealth Management Palatine CFP, CFA Ongoing planning fee
David Maley 1102 Partners Chicago CFP Percentage of assets