Hourly financial advisors in Illinois
How do I find fee-only advisors who charge by the hour in Illinois?
In Illinois, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Elizabeth Geiser of Timothy Financial Counsel, Inc., Robert Riedl of Endowment Wealth Management, Inc. and Kerry Prazak of The Mather Group.
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.
- 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.
- Stratton Harrison Vita Wealth Management, Chicago Holds the CFP and EA. Fees on file: percentage of assets, flat fee or retainer.
- Elizabeth Buffardi Crescendo Financial Planners, Inc., Oak Brook Holds the CFP and CPA. Fees on file: ongoing planning fee.
- Amy Rosenow Bold Vision Financial, Chicago Holds the CFP and CFA. Fees on file: one-time planning fee, hourly.
By the numbers
- Advisors listed
- 441
- Firms
- 235
- Cities
- 104
- Hold the CFP
- 49%
- Other credentials: CFA 12% · CPA 3% · EA 2%
- How they charge (of 441 with fees on file): percentage of assets 88% · hourly 84% · fixed fees 63% · 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
Hourly financial advisors by state
- California (1,823)
- Texas (1,103)
- Florida (852)
- New York (647)
- Pennsylvania (590)
- Massachusetts (559)
- Virginia (501)
- Washington (495)
- Colorado (475)
- Ohio (451)
- Georgia (442)
- North Carolina (435)
- Michigan (377)
- Tennessee (363)
- Maryland (355)
- Oregon (342)
- Arizona (301)
- New Jersey (288)
- Indiana (264)
- Wisconsin (248)
- Minnesota (233)
- Connecticut (230)
- Kansas (217)
- Utah (215)
- Missouri (213)
- South Carolina (184)
- Oklahoma (130)
- Alabama (128)
- Iowa (119)
- Idaho (113)
- New Hampshire (107)
- Louisiana (90)
- Nebraska (89)
- Nevada (87)
- Maine (84)
- Kentucky (83)
- Arkansas (74)
- Vermont (69)
- Delaware (67)
- Mississippi (59)
- Rhode Island (46)
- Montana (41)
- Hawaii (36)
- New Mexico (35)
- District of Columbia (30)
- Alaska (29)
- South Dakota (26)
- Wyoming (26)
Questions about hourly financial advisors
How many fee-only advisors who charge by the hour in Illinois are there?
The Wellspent public graph lists 441 fee-only advisors who charge by the hour in Illinois, at 235 firms. We counted every advisor record that fits, as of November 2026.
Where are fee-only advisors who charge by the hour in Illinois located?
Of the 441 fee-only advisors who charge by the hour in Illinois, 125 are in Chicago, followed by 27 in Downers Grove and 19 in Champaign.
How do fee-only advisors who charge by the hour in Illinois charge?
The most common fee among fee-only advisors who charge by the hour in Illinois is a percentage of assets, used by 88% of the 441 with fees on file. Many use more than one: 84% charge by the hour and 63% charge fixed fees.
How many fee-only advisors who charge by the hour in Illinois hold the CFP?
49% of the 441 fee-only advisors who charge by the hour 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 by the hour?
We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour.
What should I ask fee-only advisors who charge by the hour in Illinois?
What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later?
How current is this list of fee-only advisors who charge by the hour 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 441 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 |
| 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 |
| 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 |
| Valerie Rivera | FirstGen Wealth | Chicago | CFP | Flat fee or retainer, Ongoing planning fee |
| Arun Soni | Avenue 90 Financial | Chicago | CFA, CFP | Percentage of assets, Hourly |
| 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 |
| 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 |
| G. Martin Poole | HFH Planning Inc | 283 Nautical Way | ADPA, CFP, RFC, MBA | Percentage of assets, Hourly |
| 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 |
| Henry Gorecki | HG Wealth Management | Chicago | CFP | Percentage of assets, Hourly |
| 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 |
| 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 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 |
| 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 |
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