# Virtual financial advisors in Illinois > In Illinois, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Luke Van de Loo of Sullivan Mermel, Inc., Stratton Harrison of Vita Wealth Management and Garrett Chmiola of Valeo Financial Advisors. Page: https://find.wellspent.co/by/virtual-financial-advisors/illinois/ 58 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 work with clients virtually in Illinois? In Illinois, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Luke Van de Loo of Sullivan Mermel, Inc., Stratton Harrison of Vita Wealth Management and Garrett Chmiola of Valeo Financial Advisors. ## How many fee-only advisors who work with clients virtually in Illinois are there? The Wellspent public graph lists 58 fee-only advisors who work with clients virtually in Illinois, at 40 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who work with clients virtually in Illinois located? Of the 58 fee-only advisors who work with clients virtually in Illinois, 9 are in Chicago, followed by 7 in Champaign and 5 in Wheaton. ## How do fee-only advisors who work with clients virtually in Illinois charge? The most common fee among fee-only advisors who work with clients virtually in Illinois is a percentage of assets, used by 47% of the 58 with fees on file. Many use more than one: 41% charge a flat fee or retainer and 38% charge an ongoing planning fee. ## How many fee-only advisors who work with clients virtually in Illinois hold the CFP? 60% of the 58 fee-only advisors who work with clients virtually 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 work with clients virtually? We count an advisor here when their firm's website says they work with clients virtually. ## What should I ask fee-only advisors who work with clients virtually in Illinois? Are you registered in my state? How do we share documents securely? How often do we meet, and how? Can we ever meet in person? ## How current is this list of fee-only advisors who work with clients virtually 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 | | [Ivan Havrylyan](https://find.wellspent.co/advisors/ivan-havrylyan.md) | Outside The Box Financial Planning, LLC | Wheeling, Illinois | CFP | 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 | | [Robert Stoll](https://find.wellspent.co/advisors/robert-stoll.md) | Financial Design Studio, Inc. | Deer Park, Illinois | CFA, CFP | Percentage of assets, Ongoing planning fee | | [Stratton Harrison](https://find.wellspent.co/advisors/stratton-harrison.md) | Vita Wealth Management | Chicago, Illinois | CFP, EA | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [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 | | [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 | | [Erik Barnes](https://find.wellspent.co/advisors/erik-barnes.md) | Retirement Portfolio Partners | Warrenville, Illinois | CFP | Flat fee or retainer | | [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 | | [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 | | [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 | | [Lisa Bayer](https://find.wellspent.co/advisors/lisa-bayer.md) | Opus Financial Solutions LLC | Downers Grove, Illinois | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Nicole Sullivan](https://find.wellspent.co/advisors/nicole-sullivan.md) | Prism Planning Partners | Libertyville, Illinois | CFP | One-time planning fee | | [Dustin Javier](https://find.wellspent.co/advisors/dustin-javier.md) | Defined Capital | Oak Brook, Illinois | CFP | Percentage of assets, Ongoing planning fee | | [Andrew McDowell](https://find.wellspent.co/advisors/andrew-mcdowell.md) | LifeWise Wealth Advisors | Champaign, Illinois | CFP | Flat fee or retainer | | [John Foley](https://find.wellspent.co/advisors/john-foley-1287148.md) | LifeWise Wealth Advisors | Champaign, Illinois | CFP, ChFC | Flat fee or retainer | | [John Kennedy](https://find.wellspent.co/advisors/john-kennedy.md) | LifeWise Wealth Advisors | Champaign, Illinois | CFP | Flat fee or retainer | | [Joshua Nuss](https://find.wellspent.co/advisors/joshua-nuss.md) | LifeWise Wealth Advisors | Champaign, Illinois | CFP | Flat fee or retainer | | [Thomas Koleski](https://find.wellspent.co/advisors/thomas-koleski.md) | Cedar Capital Advisors | Glen Ellyn, Illinois | CFP | Percentage of assets, Fixed fees | | [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 | | [Brett Detterbeck](https://find.wellspent.co/advisors/brett-detterbeck.md) | Detterbeck Wealth Management | Palatine, Illinois | CFP, CFA | Ongoing 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 | | [Katherine Hennessy](https://find.wellspent.co/advisors/katherine-hennessy.md) | AssetGrade | Chicago, Illinois | CFP | Percentage of assets | | [Lester Detterbeck](https://find.wellspent.co/advisors/lester-detterbeck.md) | Detterbeck Wealth Management | Palatine, Illinois | CFP, CFA | Ongoing planning fee | | [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 | | [Brandon Clouse](https://find.wellspent.co/advisors/brandon-clouse.md) | Prism Planning Partners | Libertyville, Illinois | | One-time planning fee | | [Joshua Mangoubi](https://find.wellspent.co/advisors/joshua-mangoubi.md) | Considerate Capital | Northbrook, Illinois | CFA | Percentage of assets, Ongoing planning fee | | [Montaser Takrouri](https://find.wellspent.co/advisors/montaser-takrouri.md) | Azzad Asset Management | Chicago , Illinois | | Percentage of assets | | [Anthony Erzen](https://find.wellspent.co/advisors/anthony-erzen.md) | Legacy Wealth Planning | Bethalto, Illinois | | Flat fee or retainer | | [Kristen Lanning](https://find.wellspent.co/advisors/kristen-lanning.md) | Pacesetter Financial Group | Lincoln, Illinois | CFP | Percentage of assets | | [Patrick McGough](https://find.wellspent.co/advisors/patrick-mcgough.md) | Geometric Advisors | Arlington Heights, Illinois | CFA | Percentage of assets | | [Stephen Hofmann](https://find.wellspent.co/advisors/stephen-hofmann.md) | Ridgeline Private Wealth | Rockford, Illinois | CFP | Ongoing planning fee | | [Timothy Bacus](https://find.wellspent.co/advisors/timothy-bacus.md) | Pacesetter Financial Group | Lincoln, Illinois | CFP | Percentage of assets | | [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 | | [Alexander Koynoff](https://find.wellspent.co/advisors/alexander-koynoff.md) | ATK Financial Prosperity | Oswego, Illinois | | Flat fee or retainer, Ongoing planning fee | | [Brian Tumpane](https://find.wellspent.co/advisors/brian-tumpane.md) | Cedar Capital Advisors | Glen Ellyn, Illinois | | Percentage of assets, Fixed fees | | [Caleb Smoes](https://find.wellspent.co/advisors/caleb-smoes.md) | LifeWise Wealth Advisors | Champaign, Illinois | | Flat fee or retainer | | [Daniel Witherspoon](https://find.wellspent.co/advisors/daniel-witherspoon.md) | LifeWise Wealth Advisors | Champaign, Illinois | | Flat fee or retainer | | [John Vanderburgh](https://find.wellspent.co/advisors/john-vanderburgh.md) | LifeWise Wealth Advisors | Champaign, Illinois | | Flat fee or retainer | | [Kyle Long](https://find.wellspent.co/advisors/kyle-long.md) | Long Planning | Geneva, Illinois | | Percentage of assets | | [Noah York](https://find.wellspent.co/advisors/noah-york.md) | York Wealth Management | West Chicago, Illinois | | Flat fee or retainer, Ongoing planning fee | | [William Dippell](https://find.wellspent.co/advisors/william-dippell.md) | Milestone Money | Chicago, Illinois | | Flat fee or retainer, Ongoing planning fee, Percentage of assets | | [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 | Showing the first 50 of 58. The full list, page by page: https://find.wellspent.co/by/virtual-financial-advisors/illinois/?page=2 ## 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).