One-time financial plans in Illinois
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Mike Walther Ii Oak Wealth Advisors, LLC, Northbrook Holds the CFP, CFA and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Maggie Beach NexJenn Financial Services, Naperville Holds the CFP and CPA. Fees on file: percentage of assets, flat fee or retainer.
- Allison Meers Pebble Valley Wealth Management, Western Springs Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Arun Soni Avenue 90 Financial, Chicago Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Brian Rhoads Checkpoint Financial Planning, Highland Park Holds the CFA and EA. Fees on file: one-time planning fee, hourly.
- Amy Rosenow Bold Vision Financial, Chicago Holds the CFP and CFA. Fees on file: one-time planning fee, hourly.
By the numbers
- Advisors listed
- 46
- Firms
- 36
- Cities
- 22
- Hold the CFP
- 76%
- Other credentials: CFA 17% · CPA 11% · EA 7%
- How they charge (of 46 with fees on file): one-time planning fee 100% · ongoing planning fee 50% · hourly 37% · percentage of assets 35%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
One-time financial plans by state
Questions about one-time financial plans
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.
All 46 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 |
| 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 |
| Renee Collins | Retire Ready Inc. | Olympia Fields | CFP, CPA, AFC | One-time planning fee, Ongoing planning fee |
| Tim Carpenter | Rhodo Wealth Management | Geneva | CFP | One-time planning fee, Percentage of assets |
| Valerie Rivera | FirstGen Wealth | Chicago | CFP | Flat fee or retainer, Ongoing planning fee |
| Allison Meers | Pebble Valley Wealth Management | Western Springs | CFP, CFA | Percentage of assets, Flat fee or retainer |
| Arun Soni | Avenue 90 Financial | Chicago | CFA, CFP | 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 |
| Luke Van de Loo | Sullivan Mermel, Inc. | Chicago | CFP, CPA, MA | Ongoing planning fee, One-time planning fee |
| Andy Baxley | Two Trails Financial Planning | Oak Park | CFP, MSFP | Ongoing planning fee, One-time planning fee |
| 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 |
| Brian Thompson | Brian Thompson Financial LLC | Chicago | CFP, JD | Ongoing planning fee, One-time planning fee |
| 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 |
| Maggie Beach | NexJenn Financial Services | Naperville | CFP, CPA/PFS, MBA, CPA | Percentage of assets, Flat fee or retainer |
| Mantas Tautkus | MT Financial Planning, Inc. | Lake Barrington | CFP, CRPC, EA | One-time planning fee, Hourly |
| Dave Grant You've worked hard to prepare for retirement. Retirement Matters will guide you through that transition and partner with you as you live out those dreams. | Retirement Matters, Inc. | Barrington | CFP | Percentage of assets, One-time planning fee |
| Jeffrey Dvorak | 4D Financial Advisors | Glen Ellyn | CFP, CPWA | Ongoing planning fee, One-time planning fee |
| Michael Lamke | Lamke Financial LLC | Wheaton | CFP, CPA | Hourly, One-time planning fee |
| Mike Walther Ii | Oak Wealth Advisors, LLC | Northbrook | CFP, CFA, CPA, MBA | Percentage of assets, Ongoing planning fee |
| 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 |
| Daniel Peters | Prism Planning Partners | Libertyville | CFP | One-time planning fee |
| Nicole Sullivan | Prism Planning Partners | Libertyville | CFP | One-time planning fee |
| Alex Offerman | Model Wealth | Wheaton | CFP | Hourly, Flat fee or retainer |
| Donovan Sanchez | Model Wealth | Wheaton | CFP | Hourly, Flat fee or retainer |
| Phil Telpner We end post-divorce financial anxiety. | Breakout Private Wealth | Glenview | Not listed | Percentage of assets, One-time planning fee |
| Randall Bruns | Model Wealth | Wheaton | CFP | Hourly, Flat fee or retainer |
| Tamra Wener | Mosaic Fi | Lincolnshire | CFP | Percentage of assets, One-time planning fee |
| Brandon Clouse | Prism Planning Partners | Libertyville | Not listed | One-time planning fee |
| Jenifer Aronson | Mosaic Fi | Lincolnshire | CFA | Percentage of assets, One-time planning fee |
| Melanie Husk | MEL Consulting | Chicago | Not listed | Percentage of assets, Hourly |
| Tony Escobar Purpose-based financial planning for your business and personal needs. | Exponent Group | Morton | Not listed | One-time planning fee, Percentage of assets |
| Andrew Kitay | Urban Financial Advisory | Chicago | CFP | One-time planning fee |
| Jeremy Ander | Urban Financial Advisory | Chicago | CFP | One-time planning fee |
| Steven Urban | Urban Financial Advisory | Evanston | CFP | One-time planning fee |
| Anna Thornburg | Model Wealth | Wheaton | Not listed | Hourly, Flat fee or retainer |
| Chad Nolte | Model Wealth | Wheaton | Not listed | Hourly, Flat fee or retainer |
| Brian Peterson | Pluto Wealth Management | Woodridge | Not listed | Ongoing planning fee, One-time planning fee |
| Jeffrey Cohen | US Advanced Computing Infrastructure, Inc. (d.b.a. Chicago Quantum) | Highland Park | Not listed | Hourly, One-time planning fee |
| Michael Chrisler | MJC Financial Fitness | Chicago | Not listed | Hourly, One-time planning fee |
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