# Financial advisors with no minimum in Illinois > In Illinois, look for a fee-only firm that says on its own website that it has no asset minimum. Those firms usually charge a flat, hourly, or subscription fee instead of a percentage of assets. Records to start with include Elizabeth Geiser of Timothy Financial Counsel, Inc., Richard Wimmer of Meredith Wealth Planning and Mantas Tautkus of MT Financial Planning, Inc.. Page: https://find.wellspent.co/by/no-minimum-financial-advisors/illinois/ 26 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors at firms with no asset minimum in Illinois? In Illinois, look for a fee-only firm that says on its own website that it has no asset minimum. Those firms usually charge a flat, hourly, or subscription fee instead of a percentage of assets. Records to start with include Elizabeth Geiser of Timothy Financial Counsel, Inc., Richard Wimmer of Meredith Wealth Planning and Mantas Tautkus of MT Financial Planning, Inc.. ## How many fee-only advisors at firms with no asset minimum in Illinois are there? The Wellspent public graph lists 26 fee-only advisors at firms with no asset minimum in Illinois, at 21 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors at firms with no asset minimum in Illinois located? Of the 26 fee-only advisors at firms with no asset minimum in Illinois, 11 are in Chicago, followed by 2 in Glen Ellyn and 2 in Maryville. ## How do fee-only advisors at firms with no asset minimum in Illinois charge? The most common fee among fee-only advisors at firms with no asset minimum in Illinois is a percentage of assets, used by 58% of the 26 with fees on file. Many use more than one: 38% charge a flat fee or retainer and 38% charge an ongoing planning fee. ## How many fee-only advisors at firms with no asset minimum in Illinois hold the CFP? 77% of the 26 fee-only advisors at firms with no asset minimum 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 at firms with no asset minimum? We count an advisor here when their firm's website states it has no asset minimum. ## What should I ask fee-only advisors at firms with no asset minimum in Illinois? If there's no asset minimum, is there a minimum fee? What would I pay in dollars each year? Do you take clients at my stage? What's included at that price? ## How current is this list of fee-only advisors at firms with no asset minimum 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Garrett Chmiola](https://find.wellspent.co/advisors/garrett-chmiola.md) | Valeo Financial Advisors | Chicago, Illinois | CFP, CPA | Flat fee or retainer, Percentage of assets | | [Aditi Kapadia](https://find.wellspent.co/advisors/aditi-kapadia.md) | Wealth IQ | Springfield, Illinois | CFA, CFP, MBA | Percentage of assets, One-time planning fee, Ongoing planning fee, Hourly | | [Patti Hughes](https://find.wellspent.co/advisors/patti-hughes.md) | Lake Life Wealth Advisory Group LLC | Chicago, Illinois | CFP, CPA | Ongoing planning fee | | [Tim Carpenter](https://find.wellspent.co/advisors/tim-carpenter.md) | Rhodo Wealth Management | Geneva, Illinois | CFP | One-time planning fee, Percentage of assets | | [Elizabeth Geiser](https://find.wellspent.co/advisors/elizabeth-geiser.md) | Timothy Financial Counsel, Inc. | Wheaton, Illinois | CFA, CFP, CPA, BS | Hourly | | [Leslie Ransom](https://find.wellspent.co/advisors/leslie-ransom.md) | Indie Financial Planning, LLC | Chicago, Illinois | CFP | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Colin Chase](https://find.wellspent.co/advisors/colin-chase.md) | Mindful Money Financial Counsel | Chicago, Illinois | CFP, MBA | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Mantas Tautkus](https://find.wellspent.co/advisors/mantas-tautkus.md) | MT Financial Planning, Inc. | Lake Barrington, Illinois | CFP, CRPC, EA | One-time planning fee, Hourly, Flat fee or retainer | | [Ryan Carter](https://find.wellspent.co/advisors/ryan-carter.md) | Funded Life Financial, LLC | Chicago, Illinois | CFP, ChFC | Flat fee or retainer, Ongoing planning fee | | [Jeffrey Dvorak](https://find.wellspent.co/advisors/jeffrey-dvorak.md) | 4D Financial Advisors | Glen Ellyn, Illinois | CFP, CPWA | Ongoing planning fee, One-time planning fee | | [Max Novak](https://find.wellspent.co/advisors/max-novak.md) | Novak Financial Partners | Carterville, Illinois | CFP | Flat fee or retainer, Subscription | | [Thomas Van Spankeren](https://find.wellspent.co/advisors/thomas-van-spankeren.md) | RISE Investments | Chicago, Illinois | CFP, CFA | Percentage of assets | | [Vincent DeCrow](https://find.wellspent.co/advisors/vincent-decrow.md) | RISE Investments | Chicago, Illinois | CFP | Percentage of assets | | [Christopher Jones](https://find.wellspent.co/advisors/christopher-jones-5735335.md) | Azalea Wealth Management | Glen Ellyn, Illinois | CFP | Percentage of assets, Ongoing planning fee | | [Mark Meredith](https://find.wellspent.co/advisors/mark-meredith.md) | Meredith Wealth Planning | Maryville, Illinois | CFP | Flat fee or retainer, Ongoing planning fee | | [Matthew Furlong](https://find.wellspent.co/advisors/matthew-furlong.md) | Furlong Investment Solutions | Chicago, Illinois | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Richard Wimmer](https://find.wellspent.co/advisors/richard-wimmer.md) | Meredith Wealth Planning | Maryville, Illinois | CFP, CFA | Flat fee or retainer, Ongoing planning fee | | [Alexander Hemsley](https://find.wellspent.co/advisors/alexander-hemsley.md) | Hemsley Advisors | Chicago, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [George Hemsley](https://find.wellspent.co/advisors/george-hemsley.md) | Hemsley Advisors | Barrington, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Phil Telpner](https://find.wellspent.co/advisors/phil-telpner.md) | Breakout Private Wealth | Glenview, Illinois | | Percentage of assets, One-time planning fee, Subscription | | [Anthony Erzen](https://find.wellspent.co/advisors/anthony-erzen.md) | Legacy Wealth Planning | Bethalto, Illinois | | Flat fee or retainer | | [John Eiduk](https://find.wellspent.co/advisors/john-eiduk.md) | Elite Asset Management | Palatine, Illinois | CFP | Percentage of assets | | [Patrick McGough](https://find.wellspent.co/advisors/patrick-mcgough.md) | Geometric Advisors | Arlington Heights, Illinois | CFA | Percentage of assets | | [Nicholas Martin](https://find.wellspent.co/advisors/nicholas-martin.md) | Hemsley Advisors | Chicago, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Noah York](https://find.wellspent.co/advisors/noah-york.md) | York Wealth Management | West Chicago, Illinois | | Flat fee or retainer, Ongoing planning fee | | [Robert DiLegge](https://find.wellspent.co/advisors/robert-dilegge.md) | Hemsley Advisors | Chicago, Illinois | | Percentage of assets, Hourly, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).