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Wellspent public graph/Locations/United States/Illinois
United States

Fee-only advisors in Illinois

Chicagoland fee-only presence.

What fee-only financial advisors charge in Illinois

By the numbers

The Wellspent public graph lists 805 fee-only financial advisors serving Illinois at 405 firms, most in Chicago, Downers Grove and Naperville. 42% hold the CFP certification. Of the 802 with fees on file, 90% charge percentage of assets.

Advisors listed
805
Firms
405
Cities
135
Hold the CFP
42%
  • Other credentials: CFA 15% · CPA 3% · EA 1%
  • How they charge (of 802 with fees on file): percentage of assets 90% · fixed fees 58% · hourly 46% · ongoing planning fee 7%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Illinois (805)

Fee-only advisors serving Illinois: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
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
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
Andrea Oliver One Wild Life Advisors, LLC Chicago CFP Flat fee or retainer, One-time planning fee
Charles Horonzy Focused Up Financial, LLC La Grange CFP, CPA Percentage of assets, Ongoing 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
Patrick Bourbon Objective, holistic planning for U.S. residents and cross-border families navigating tax and regulatory rules in more than one country. Bourbon Financial Management Chicago CFA, CFP, MSEE, MSFS Subscription
Patti Hughes Lake Life Wealth Advisory Group LLC Chicago CFP, CPA Ongoing 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
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
Dan Wood Zimmerman Wealth Management, LLC Evanston CFA, CFP Percentage of assets, Fixed fees
Elizabeth Geiser Timothy Financial Counsel, Inc. Wheaton CFA, CFP, CPA, BS Hourly
JoAnn May Forest Asset Management LLC Riverside CFP, CPA/PFS, MBA, CPA Percentage of assets, Hourly
Kerry Prazak The Mather Group Chicago CFP, CRPC, MBA, RFC 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
Robert Riedl Endowment Wealth Management, Inc. Chicago AWMA, BS, CFA, CFP Percentage of assets
Andy Baxley Two Trails Financial Planning Oak Park CFP, MSFP Ongoing planning fee, One-time planning fee
Brett Spencer Impact Financial LLC Chicago CFP Percentage of assets, Hourly
John Piershale Piershale Wealth Management Crystal Lake CFP Percentage of assets, Hourly
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
Barry Federici Family First Wealth Management, LLC Sycamore CFP, CPA, JD Percentage of assets, Hourly
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
Eric Schlosser Kisher Capital, LLC Malta CFP Percentage of assets, Hourly
Erik Barnes Retirement Portfolio Partners Warrenville CFP Flat fee or retainer
G. Martin Poole HFH Planning Inc 283 Nautical Way ADPA, CFP, RFC, MBA Percentage of assets, Hourly
Kelly Stanley Cogent Strategic Wealth Chicago CFP, MBA Percentage of assets
Lawrence Pershing Optimum Retirement Planning Lisle CFP, Retirement Management Advisor Flat fee or retainer
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
Matthew Knoll The Planning Center Chicago CFP, MBA, CAP Percentage of assets, Hourly
Ryan Carter Funded Life Financial, LLC Chicago CFP, ChFC Flat fee or retainer, Ongoing planning fee
Christopher Long Long & Associates LLC Chicago CFP, MBA Ongoing planning fee
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
Henry Gorecki HG Wealth Management Chicago CFP Percentage of assets, Hourly
Jeffrey Dvorak 4D Financial Advisors Glen Ellyn CFP, CPWA Ongoing planning fee, One-time planning fee
Jeffrey Kostis JK Financial Planning, Inc. Chicago BBA, CDFA, CFP, CPA/PFS Percentage of assets, Hourly
Matthew Hawk Cambridge Capital Management, LLC O Fallon CFP Percentage of assets, Hourly
Max Novak Flat-fee. Fiduciary. Life-centered planning. Novak Financial Partners Carterville CFP Flat fee or retainer, Subscription

Firms headquartered in Illinois (330)

All 330 firms in Illinois