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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
Alfred Hicks Financial Planning Advisors Alton CFP Percentage of assets, Hourly
Alvin Walker Lake Jericho Chicago CFP, CFA Percentage of assets, Hourly
Andrew Sivertsen The Planning Center Moline CFP Percentage of assets, Hourly
Benjamin Cohen Cohen Capital Chicago CFP Percentage of assets, Fixed fees
Benjamin Hockema Illuminate Wealth Management Barrington CFP Percentage of assets, Fixed fees
Bradford Tyl Bradford Capital Management Downers Grove CFP Percentage of assets, Hourly
Bradley Johnson River Street Advisors Oakbrook Terrace CFP, CFA Percentage of assets, Fixed fees
Brian Fritzsche Moller Wealth Partners Northfield CFP, CFA Percentage of assets, Fixed fees
Brian Niksa Capstone Financial Advisors Downers Grove CFP Percentage of assets, Hourly
Brian Peterson Capstone Financial Advisors Downers Grove CFP Percentage of assets, Hourly
Brian Schaeffer Impact Financial Chicago CFP Percentage of assets, Hourly
Caraline Stenslik The Planning Center Chicago CFP Percentage of assets, Hourly
Charles Reader Illuminate Wealth Management Barrington CFP Percentage of assets, Fixed fees
Christian Francaviglia Arena Private Wealth Chicago CFP Percentage of assets, Hourly
Christopher Ciupke Roberts, Glore & Deerfield CFP Percentage of assets, Fixed fees
Christopher Knappstein 1834 Investment Advisors Chicago CFP Percentage of assets, Fixed fees
Curtis Bergquist Ameribanc Hoffman Estate CFP Percentage of assets, Hourly
Dalton Powers Cambridge Capital Management O'Fallon CFP Percentage of assets, Hourly
Daly Andersson Sterling Wealth Management Champaign CFP, CFA Percentage of assets, Hourly
Daniel Fitzgerald Pinnacle Financial Group Western Springs CFP Percentage of assets, Hourly
Daniel Fudala Hazel Ridge Advisors Palatine CFP Percentage of assets
Daniel Lohmar United Wealth Management Rochester CFP Percentage of assets, Hourly
Daniel Rohlfing Lantz Financial Naperville CFP Percentage of assets, Hourly
David Swisher Benchmark Capital Group Galena CFP Percentage of assets, Hourly
David Valenti Virtue Asset Management Barrington CFP Percentage of assets
Debra Peters Wealth Management Services Springfield CFP Percentage of assets, Hourly
Edward Connolly Essex Deer Park CFP Percentage of assets, Hourly
Edward Trapp Dearborn Partners Chicago CFP Percentage of assets
Eric Kies The Planning Center Moline CFP Percentage of assets, Hourly
Gary Rychtanek GCR Financial Services Naperville CFP Percentage of assets, Hourly
Hank Boudreaux The Planning Center Moline CFP Percentage of assets, Hourly
Jac Cerney JAC Wealth Management Services Evanston CFP, CFA Percentage of assets
Jacob Kadisak Kadisak Financial Services Naperville CFP Percentage of assets, Fixed fees
Jacqueline Runnberg River Street Advisors Aurora CFP Percentage of assets, Fixed fees
James Blankenship Blankenship Financial Planning New Berlin CFP Percentage of assets, Hourly
James Marquez Capstone Financial Advisors Downers Grove CFP Percentage of assets, Hourly
James Veers Studio Investment Management Chicago CFP, CFA Percentage of assets, Fixed fees
Jason Telford Capstone Financial Advisors Downers Grove CFP, CFA Percentage of assets, Hourly
Jason Tosh Arena Private Wealth Chicago CFP Percentage of assets, Hourly
Jeffrey Hansen Capstone Financial Advisors Downers Grove CFP Percentage of assets, Hourly
Jenna Woods Sterling Wealth Management Champaign CFP Percentage of assets, Hourly
Jennifer Wyton Shankervalleau Wealth Advisors Skokie CFP Percentage of assets
Jerald Barkmeier Wealth Management Services Springfield CFP Percentage of assets, Hourly
Jeremy Lorenz Capstone Financial Advisors Downers Grove CFP Percentage of assets, Hourly
John Celentani Dearborn Partners Chicago CFP Percentage of assets
John Daly Daly Investment Management Mount Prospect CFP Percentage of assets, Hourly
John Harris Zimmerman Wealth Management Evanston CFP Percentage of assets, Fixed fees
John Hering Composure Wealth Management Chicago CFP Percentage of assets, Hourly
John Koenig Capstone Financial Advisors Downers Grove CFP Percentage of assets, Hourly
John Kosik Capstone Financial Advisors Downers Grove CFP Percentage of assets, Hourly

Firms headquartered in Illinois (330)

All 330 firms in Illinois