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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
John Mariscalco 103 Advisory Group Chicago CFP, CFA Percentage of assets, Fixed fees
John Timmer Wealthspan Partners Rock Island CFP Percentage of assets, Hourly
John Valleau Shankervalleau Wealth Advisors Skokie CFP Percentage of assets
Kari McKinley Capstone Financial Advisors Downers Grove CFP Percentage of assets, Hourly
Kathleen Valleau Shankervalleau Wealth Advisors Skokie CFP Percentage of assets
Kirk Kreikemeier Pebble Valley Wealth Management Western Springs CFP, CFA Percentage of assets, Fixed fees
Larry Hightower Hightower & Boler Chicago CFP Percentage of assets, Hourly
Leanne Raskob VON Haefen Financial Management Chicago CFP Hourly, Fixed fees
Lindsay Guido Conifer Bay Capital Kildeer CFP Percentage of assets, Fixed fees
Lisa Boyd Marcus Capital Northfield CFP Percentage of assets, Fixed fees
Logan Schaefer Lantz Financial Naperville CFP Percentage of assets, Hourly
Lorie Shah Virtue Asset Management Barrington CFP Percentage of assets
Ma Navarro Capstone Financial Advisors Downers Grove CFP Percentage of assets, Hourly
Makenna Ochs Rude Wealth Advisory Olney CFP Percentage of assets, Hourly
Marcie Pickard Arthur M. Cohen & Associates Glencoe CFP Percentage of assets, Hourly
Marisa Marshall Capstone Financial Advisors Downers Grove CFP Percentage of assets, Hourly
Mark Pesavento Forest Asset Management Riverside CFP, PFS Percentage of assets, Hourly
Marshall Garrett Zimmerman Wealth Management Evanston CFP Percentage of assets, Fixed fees
Mary Mermel Sullivan Mermel Chicago CFP Not listed
Matthew Kunst Opus Financial Solutions Downers Grove CFP, CFA Percentage of assets, Hourly
Matthew Sivertsen The Planning Center Moline CFP Percentage of assets, Hourly
Melanie Hummer Hummer Financial Advisory Services Chicago CFP, CFA Percentage of assets, Hourly
Michael Cava River Street Advisors Aurora CFP, CFA Percentage of assets, Fixed fees
Michael Cope Pinnacle Planning Advisors Evanston CFP Percentage of assets, Hourly
Michael Disalvo Purposepath Capital Quincy CFP Percentage of assets, Hourly
Michael Lantz Lantz Financial Naperville CFP Percentage of assets, Hourly
Michal Gicala Capstone Financial Advisors Downers Grove CFP Percentage of assets, Hourly
Michelle Maton The Planning Center Chicago CFP Percentage of assets, Hourly
Michelle Smalenberger Financial Design Studio Deer Park CFP Percentage of assets, Hourly
Monarch Bhatt Ascent Fintech Carol Stream CFP Percentage of assets, Hourly
Nano Younger Arthur M. Cohen & Associates Northbrook CFP Percentage of assets, Hourly
Nathaniel Gandy Obar Wealth Management Lake Forest CFP Percentage of assets, Hourly
Nathaniel Klitzing Cambridge Capital Management O'Fallon CFP Percentage of assets, Hourly
Neha Howery Studio Investment Management Chicago CFP, CFA Percentage of assets, Fixed fees
Nicholas Niemi Sebold Capital Management Lisle CFP Percentage of assets, Hourly
Nina Milligan Zenith Wealth Partners Chicago CFP Percentage of assets, Hourly
Raymon Brown Sterling Wealth Management Champaign CFP Percentage of assets, Hourly
Richard Gartelmann River Street Advisors Aurora CFP Percentage of assets, Fixed fees
Richert Hart 1834 Investment Advisors Chicago CFP Percentage of assets, Fixed fees
Robert Kubik Wedmont Private Capital Grayslake CFP Fixed fees
Robert Wootton Capstone Financial Advisors Downers Grove CFP Percentage of assets, Hourly
Roberta Ferguson Aberdeen Wealth Management Lake Bluff CFP, CFA Percentage of assets, Hourly
Roger Kadisak Kadisak Financial Services Naperville CFP Percentage of assets, Fixed fees
Roscoe Zeigler RP Zeigler Investment Services Peoria CFP Percentage of assets, Hourly
Roy Brown Trueman Brown Lake Zurich CFP Percentage of assets, Hourly
Sam Bakou Sora Wealth Arlington Heights CFP Percentage of assets, Hourly
Samuel Hopkins Cambridge Capital Management O'Fallon CFP Percentage of assets, Hourly
Sandra Higgins Capstone Financial Advisors Downers Grove CFP Percentage of assets, Hourly
Sara Hostalet Zimmerman Wealth Management Evanston CFP, CFA Percentage of assets, Fixed fees
Sarah Stoddard The Planning Center Moline CFP Percentage of assets, Hourly

Firms headquartered in Illinois (330)

All 330 firms in Illinois