# One-time financial plans in Illinois > In Illinois, look for a fee-only advisor who sells a plan as a project, with a set scope and price. You get a written plan and carry it out yourself, without an ongoing relationship. Records to start with include Mike Walther Ii of Oak Wealth Advisors, LLC, Maggie Beach of NexJenn Financial Services and Allison Meers of Pebble Valley Wealth Management. Page: https://find.wellspent.co/by/one-time-financial-plan/illinois/ 46 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 who offer one-time plans in Illinois? In Illinois, look for a fee-only advisor who sells a plan as a project, with a set scope and price. You get a written plan and carry it out yourself, without an ongoing relationship. Records to start with include Mike Walther Ii of Oak Wealth Advisors, LLC, Maggie Beach of NexJenn Financial Services and Allison Meers of Pebble Valley Wealth Management. ## How many fee-only advisors who offer one-time plans in Illinois are there? The Wellspent public graph lists 46 fee-only advisors who offer one-time plans in Illinois, at 36 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who offer one-time plans in Illinois located? Of the 46 fee-only advisors who offer one-time plans in Illinois, 16 are in Chicago, followed by 6 in Wheaton and 3 in Libertyville. ## How do fee-only advisors who offer one-time plans in Illinois charge? All 46 fee-only advisors who offer one-time plans in Illinois with fees on file charge a one-time planning fee. Many use more than one: 50% charge an ongoing planning fee and 37% charge by the hour. ## How many fee-only advisors who offer one-time plans in Illinois hold the CFP? 76% of the 46 fee-only advisors who offer one-time plans 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 offer one-time plans? We count an advisor here when their listing shows a one-time planning fee. ## What should I ask fee-only advisors who offer one-time plans in Illinois? What will I have in hand when we finish? How many meetings does the price include? Can I come back for an update, and what does that cost? Will you tell me exactly which accounts and funds to use? ## How current is this list of fee-only advisors who offer one-time plans 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 | |---|---|---|---|---| | [Amy Rosenow](https://find.wellspent.co/advisors/amy-rosenow.md) | Bold Vision Financial | Chicago, Illinois | CFP, CFA | One-time planning fee, Hourly | | [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 | | [Andrea Oliver](https://find.wellspent.co/advisors/andrea-oliver.md) | One Wild Life Advisors, LLC | Chicago, Illinois | CFP | Flat fee or retainer, One-time planning fee, Ongoing planning fee | | [Ivan Havrylyan](https://find.wellspent.co/advisors/ivan-havrylyan.md) | Outside The Box Financial Planning, LLC | Wheeling, Illinois | CFP | One-time planning fee | | [Jacquelin Liautaud](https://find.wellspent.co/advisors/jacquelin-liautaud.md) | One Wild Life Advisors, LLC | Chicago, Illinois | CFP | Flat fee or retainer, One-time planning fee, Ongoing planning fee | | [Jessica Merino](https://find.wellspent.co/advisors/jessica-merino.md) | Merino Wealth Management | Chicago, Illinois | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Kelly Palmer](https://find.wellspent.co/advisors/kelly-palmer.md) | The Wealthy Parent LLC | Chicago, Illinois | CFP, CFA | Subscription, One-time planning fee | | [Renee Collins](https://find.wellspent.co/advisors/renee-collins.md) | Retire Ready Inc. | Olympia Fields, Illinois | CFP, CPA, AFC | One-time planning fee, 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 | | [Valerie Rivera](https://find.wellspent.co/advisors/valerie-rivera.md) | FirstGen Wealth | Chicago, Illinois | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Allison Meers](https://find.wellspent.co/advisors/allison-meers.md) | Pebble Valley Wealth Management | Western Springs, Illinois | CFP, CFA | Percentage of assets, Flat fee or retainer, One-time planning fee, Ongoing planning fee | | [Arun Soni](https://find.wellspent.co/advisors/arun-soni.md) | Avenue 90 Financial | Chicago, Illinois | CFA, CFP | Percentage of assets, Hourly, One-time planning fee | | [Linda Rapisardo](https://find.wellspent.co/advisors/linda-rapisardo.md) | Canela Wealth LLC | Riverside, Illinois | CFP | Subscription, One-time planning fee | | [Luke Van de Loo](https://find.wellspent.co/advisors/luke-van-de-loo.md) | Sullivan Mermel, Inc. | Chicago, Illinois | CFP, CPA, MA | Ongoing planning fee, One-time planning fee | | [Andy Baxley](https://find.wellspent.co/advisors/andy-baxley.md) | Two Trails Financial Planning | Oak Park, Illinois | CFP, MSFP | Ongoing planning fee, One-time planning fee | | [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 | | [Rorik Larson](https://find.wellspent.co/advisors/rorik-larson.md) | Essential Financial Strategies | Palos Heights, Illinois | CFP, EA, MBA | Ongoing planning fee, One-time planning fee, Flat fee or retainer | | [Brian Thompson](https://find.wellspent.co/advisors/brian-thompson.md) | Brian Thompson Financial LLC | Chicago, Illinois | CFP, JD | 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 | | [Emiramis Gjini](https://find.wellspent.co/advisors/emiramis-gjini.md) | MyGen Planning | Chicago, Illinois | CFP | Ongoing planning fee, One-time planning fee, Hourly, Percentage of assets | | [Maggie Beach](https://find.wellspent.co/advisors/maggie-beach.md) | NexJenn Financial Services | Naperville, Illinois | CFP, CPA/PFS, MBA, CPA, RICP | Percentage of assets, Flat fee or retainer, 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 | | [Dave Grant](https://find.wellspent.co/advisors/dave-grant.md) | Retirement Matters, Inc. | Barrington, Illinois | CFP | Percentage of assets, One-time 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 | | [Michael Lamke](https://find.wellspent.co/advisors/michael-lamke.md) | Lamke Financial LLC | Wheaton, Illinois | CFP, CPA | Hourly, One-time planning fee, Ongoing planning fee | | [Mike Walther Ii](https://find.wellspent.co/advisors/mike-walther-ii.md) | Oak Wealth Advisors, LLC | Northbrook, Illinois | CFP, CFA, CPA, MBA, PFS | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Brian Rhoads](https://find.wellspent.co/advisors/brian-rhoads.md) | Checkpoint Financial Planning | Highland Park, Illinois | CFA, EA | One-time planning fee, Hourly | | [Daniel Peters](https://find.wellspent.co/advisors/daniel-peters.md) | Prism Planning Partners | Libertyville, Illinois | CFP | One-time planning fee | | [Nicole Sullivan](https://find.wellspent.co/advisors/nicole-sullivan.md) | Prism Planning Partners | Libertyville, Illinois | CFP | One-time planning fee | | [Alex Offerman](https://find.wellspent.co/advisors/alex-offerman.md) | Model Wealth | Wheaton, Illinois | CFP | Hourly, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Donovan Sanchez](https://find.wellspent.co/advisors/donovan-sanchez.md) | Model Wealth | Wheaton, Illinois | CFP | Hourly, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Phil Telpner](https://find.wellspent.co/advisors/phil-telpner.md) | Breakout Private Wealth | Glenview, Illinois | | Percentage of assets, One-time planning fee, Subscription | | [Randall Bruns](https://find.wellspent.co/advisors/randall-bruns.md) | Model Wealth | Wheaton, Illinois | CFP | Hourly, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Tamra Wener](https://find.wellspent.co/advisors/tamra-wener.md) | Mosaic Fi | Lincolnshire, Illinois | CFP | Percentage of assets, One-time planning fee | | [Brandon Clouse](https://find.wellspent.co/advisors/brandon-clouse.md) | Prism Planning Partners | Libertyville, Illinois | | One-time planning fee | | [Jenifer Aronson](https://find.wellspent.co/advisors/jenifer-aronson.md) | Mosaic Fi | Lincolnshire, Illinois | CFA | Percentage of assets, One-time planning fee | | [Melanie Husk](https://find.wellspent.co/advisors/melanie-husk.md) | MEL Consulting | Chicago, Illinois | | Percentage of assets, Hourly, One-time planning fee | | [Tony Escobar](https://find.wellspent.co/advisors/tony-escobar.md) | Exponent Group | Morton, Illinois | | One-time planning fee, Percentage of assets, Flat fee or retainer | | [Andrew Kitay](https://find.wellspent.co/advisors/andrew-kitay.md) | Urban Financial Advisory | Chicago, Illinois | CFP | One-time planning fee | | [Jeremy Ander](https://find.wellspent.co/advisors/jeremy-ander.md) | Urban Financial Advisory | Chicago, Illinois | CFP | One-time planning fee | | [Steven Urban](https://find.wellspent.co/advisors/steven-urban.md) | Urban Financial Advisory | Evanston, Illinois | CFP | One-time planning fee | | [Anna Thornburg](https://find.wellspent.co/advisors/anna-thornburg.md) | Model Wealth | Wheaton, Illinois | | Hourly, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Chad Nolte](https://find.wellspent.co/advisors/chad-nolte.md) | Model Wealth | Wheaton, Illinois | | Hourly, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Brian Peterson](https://find.wellspent.co/advisors/brian-peterson-4744865.md) | Pluto Wealth Management | Woodridge, Illinois | | Ongoing planning fee, One-time planning fee, Percentage of assets | | [Jeffrey Cohen](https://find.wellspent.co/advisors/jeffrey-cohen.md) | US Advanced Computing Infrastructure, Inc. (d.b.a. Chicago Quantum) | Highland Park, Illinois | | Hourly, One-time planning fee | | [Michael Chrisler](https://find.wellspent.co/advisors/michael-chrisler.md) | MJC Financial Fitness | Chicago, Illinois | | Hourly, One-time planning fee | ## 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).