Financial advisors with no minimum in Illinois
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..
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.
- Richard Wimmer Meredith Wealth Planning, Maryville Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Mantas Tautkus MT Financial Planning, Inc., Lake Barrington Holds the CFP and EA. Fees on file: one-time planning fee, hourly.
- Aditi Kapadia Wealth IQ, Springfield Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- Patti Hughes Lake Life Wealth Advisory Group LLC, Chicago Holds the CFP and CPA. Fees on file: ongoing planning fee.
- Thomas Van Spankeren RISE Investments, Chicago Holds the CFP and CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 26
- Firms
- 21
- Cities
- 14
- Hold the CFP
- 77%
- Other credentials: CFA 23% · CPA 12% · EA 4%
- How they charge (of 26 with fees on file): percentage of assets 58% · flat fee or retainer 38% · ongoing planning fee 38% · hourly 38%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Financial advisors with no minimum by state
Questions about financial advisors with no minimum
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.
All 26 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| Patti Hughes | Lake Life Wealth Advisory Group LLC | Chicago | CFP, CPA | Ongoing planning fee |
| Tim Carpenter | Rhodo Wealth Management | Geneva | CFP | One-time planning fee, Percentage of assets |
| Elizabeth Geiser | Timothy Financial Counsel, Inc. | Wheaton | CFA, CFP, CPA, BS | Hourly |
| Leslie Ransom | Indie Financial Planning, LLC | Chicago | CFP | Percentage of assets, Flat fee or retainer |
| Colin Chase | Mindful Money Financial Counsel | Chicago | CFP, MBA | Flat fee or retainer, Hourly |
| Mantas Tautkus | MT Financial Planning, Inc. | Lake Barrington | CFP, CRPC, EA | One-time planning fee, Hourly |
| Ryan Carter | Funded Life Financial, LLC | Chicago | CFP, ChFC | Flat fee or retainer, Ongoing planning fee |
| Jeffrey Dvorak | 4D Financial Advisors | Glen Ellyn | CFP, CPWA | Ongoing planning fee, One-time planning fee |
| Max Novak Flat-fee. Fiduciary. Life-centered planning. | Novak Financial Partners | Carterville | CFP | Flat fee or retainer, Subscription |
| Thomas Van Spankeren | RISE Investments | Chicago | CFP, CFA | Percentage of assets |
| Vincent DeCrow | RISE Investments | Chicago | CFP | Percentage of assets |
| Christopher Jones | Azalea Wealth Management | Glen Ellyn | CFP | Percentage of assets, 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 |
| 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 |
| George Hemsley | Hemsley Advisors | Barrington | CFP | Percentage of assets, Hourly |
| Phil Telpner We end post-divorce financial anxiety. | Breakout Private Wealth | Glenview | Not listed | Percentage of assets, One-time planning fee |
| Anthony Erzen | Legacy Wealth Planning | Bethalto | Not listed | Flat fee or retainer |
| John Eiduk | Elite Asset Management | Palatine | CFP | Percentage of assets |
| Patrick McGough | Geometric Advisors | Arlington Heights | CFA | Percentage of assets |
| Nicholas Martin | Hemsley Advisors | Chicago | Not listed | Percentage of assets, Hourly |
| Noah York | York Wealth Management | West Chicago | Not listed | Flat fee or retainer, Ongoing planning fee |
| Robert DiLegge | Hemsley Advisors | Chicago | Not listed | Percentage of assets, Hourly |
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