Virtual financial advisors in Illinois
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Luke Van de Loo Sullivan Mermel, Inc., Chicago Holds the CFP and CPA. Fees on file: ongoing planning fee, one-time planning fee.
- Stratton Harrison Vita Wealth Management, Chicago Holds the CFP and EA. Fees on file: percentage of assets, flat fee or retainer.
- Garrett Chmiola Valeo Financial Advisors, Chicago Holds the CFP and CPA. Fees on file: flat fee or retainer, percentage of assets.
- Allison Meers Pebble Valley Wealth Management, Western Springs Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Brian Rhoads Checkpoint Financial Planning, Highland Park Holds the CFA and EA. Fees on file: one-time planning fee, hourly.
- Robert Stoll Financial Design Studio, Inc., Deer Park Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
By the numbers
- Advisors listed
- 58
- Firms
- 40
- Cities
- 30
- Hold the CFP
- 60%
- Other credentials: CFA 21% · CPA 7% · EA 3%
- How they charge (of 58 with fees on file): percentage of assets 47% · flat fee or retainer 41% · ongoing planning fee 38% · one-time planning fee 36%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Virtual financial advisors by state
- California (175)
- Texas (105)
- Florida (89)
- Virginia (71)
- North Carolina (67)
- Colorado (66)
- Ohio (46)
- Pennsylvania (46)
- Oregon (44)
- Connecticut (43)
- Massachusetts (43)
- Georgia (40)
- New York (40)
- Arizona (38)
- Maryland (36)
- Washington (35)
- Michigan (33)
- Wisconsin (33)
- Tennessee (28)
- Missouri (27)
- Iowa (26)
- Minnesota (26)
- South Carolina (26)
Questions about virtual 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.
All 58 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 |
| Ivan Havrylyan | Outside The Box Financial Planning, LLC | Wheeling | CFP | One-time 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 |
| Robert Stoll | Financial Design Studio, Inc. | Deer Park | CFA, CFP | Percentage of assets, Ongoing planning fee |
| Stratton Harrison | Vita Wealth Management | Chicago | CFP, EA | Percentage of assets, Flat fee or retainer |
| 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 |
| 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 |
| Erik Barnes | Retirement Portfolio Partners | Warrenville | CFP | Flat fee or retainer |
| Maggie Beach | NexJenn Financial Services | Naperville | CFP, CPA/PFS, MBA, CPA | Percentage of assets, Flat fee or retainer |
| 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 |
| 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 |
| Lisa Bayer | Opus Financial Solutions LLC | Downers Grove | CFP, CFA | Percentage of assets, Hourly |
| Nicole Sullivan | Prism Planning Partners | Libertyville | CFP | One-time planning fee |
| Dustin Javier | Defined Capital | Oak Brook | CFP | Percentage of assets, Ongoing planning fee |
| Andrew McDowell | LifeWise Wealth Advisors | Champaign | CFP | Flat fee or retainer |
| John Foley | LifeWise Wealth Advisors | Champaign | CFP, ChFC | Flat fee or retainer |
| John Kennedy | LifeWise Wealth Advisors | Champaign | CFP | Flat fee or retainer |
| Joshua Nuss | LifeWise Wealth Advisors | Champaign | CFP | Flat fee or retainer |
| Thomas Koleski | Cedar Capital Advisors | Glen Ellyn | CFP | Percentage of assets, Fixed fees |
| Alex Offerman | Model Wealth | Wheaton | CFP | Hourly, Flat fee or retainer |
| Brett Detterbeck | Detterbeck Wealth Management | Palatine | CFP, CFA | Ongoing planning fee |
| Donovan Sanchez | Model Wealth | Wheaton | CFP | Hourly, Flat fee or retainer |
| Katherine Hennessy | AssetGrade | Chicago | CFP | Percentage of assets |
| Lester Detterbeck | Detterbeck Wealth Management | Palatine | CFP, CFA | Ongoing planning fee |
| Randall Bruns | Model Wealth | Wheaton | CFP | Hourly, Flat fee or retainer |
| Brandon Clouse | Prism Planning Partners | Libertyville | Not listed | One-time planning fee |
| Joshua Mangoubi | Considerate Capital | Northbrook | CFA | Percentage of assets, Ongoing planning fee |
| Montaser Takrouri | Azzad Asset Management | Chicago | Not listed | Percentage of assets |
| Anthony Erzen | Legacy Wealth Planning | Bethalto | Not listed | Flat fee or retainer |
| Kristen Lanning | Pacesetter Financial Group | Lincoln | CFP | Percentage of assets |
| Patrick McGough | Geometric Advisors | Arlington Heights | CFA | Percentage of assets |
| Stephen Hofmann | Ridgeline Private Wealth | Rockford | CFP | Ongoing planning fee |
| Timothy Bacus | Pacesetter Financial Group | Lincoln | CFP | Percentage of assets |
| Tony Escobar Purpose-based financial planning for your business and personal needs. | Exponent Group | Morton | Not listed | One-time planning fee, Percentage of assets |
| Alexander Koynoff | ATK Financial Prosperity | Oswego | Not listed | Flat fee or retainer, Ongoing planning fee |
| Brian Tumpane | Cedar Capital Advisors | Glen Ellyn | Not listed | Percentage of assets, Fixed fees |
| Caleb Smoes | LifeWise Wealth Advisors | Champaign | Not listed | Flat fee or retainer |
| Daniel Witherspoon | LifeWise Wealth Advisors | Champaign | Not listed | Flat fee or retainer |
| John Vanderburgh | LifeWise Wealth Advisors | Champaign | Not listed | Flat fee or retainer |
| Kyle Long | Long Planning | Geneva | Not listed | Percentage of assets |
| Noah York | York Wealth Management | West Chicago | Not listed | Flat fee or retainer, Ongoing planning fee |
| William Dippell | Milestone Money | Chicago | Not listed | Flat fee or retainer, Ongoing planning fee |
| Anna Thornburg | Model Wealth | Wheaton | Not listed | Hourly, Flat fee or retainer |
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