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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
Sean Moran Pinnacle Financial Group Western Springs CFP Percentage of assets, Hourly
Seth Elam Sterling Wealth Management Champaign CFP Percentage of assets, Hourly
Sharon Adelmann Prairie Investment Advisors Naperville CFP Percentage of assets, Hourly
Sharon Allen Sterling Wealth Management Champaign CFP Percentage of assets, Hourly
Shawn Roberts SMR Strategic Investments Glen Ellyn CFP Percentage of assets
Stacey Sargent Chicago Capital Chicago CFP, CFA Percentage of assets, Hourly
Sterling Raskie Blankenship Financial Planning New Berlin CFP, ChFC Percentage of assets, Hourly
Therese Martin Martin Financial Management Itasca CFP Percentage of assets, Hourly
Thomas Zimmerman Zimmerman Wealth Management Evanston CFP Percentage of assets, Fixed fees
Timothy McDonald Timothy J Mcdonald CPA CFP Lake Barrington CFP Percentage of assets
Timothy Obendorf Steward Advisors Chicago CFP Percentage of assets, Hourly
Trevore Meyer Financial Design Studio Deer Park CFP Percentage of assets, Hourly
Troy Bute Capstone Financial Advisors Downers Grove CFP Percentage of assets, Hourly
Vincent Harambasic Pinnacle Financial Group Western Springs CFP Percentage of assets, Hourly
Wendi Svitak Bard Associates Chicago CFP Percentage of assets
Xinhong Liu Financial Planning, Asset Management Champaign CFP Percentage of assets
Zachary Patzik Burling Wealth Partners Chicago CFP, CFA Percentage of assets, Hourly
Adam Strauss Pekin Hardy Strauss Chicago CFA Percentage of assets
Aldo Vultaggio Capstone Financial Advisors Downers Grove CFA Percentage of assets, Hourly
Benjamin Armstrong Conifer Bay Capital Winnetka CFA Percentage of assets, Fixed fees
Brendan Kaar Total Clarity Wealth Management Edwards CFA Percentage of assets, Hourly
Brian Huckstep Huckstep Asset Management Oak Park CFA Percentage of assets, Hourly
Candra Chahyadi William B. Walkup & Associates Champaign CFA Percentage of assets
David Mabie Chicago Capital Chicago CFA Percentage of assets, Hourly
David Melsheimer North Shore Private Asset Management Lake Forest CFA Percentage of assets, Hourly
David Rosenblatt Amplio Wealth Chicago CFA Percentage of assets, Fixed fees
David Thompson Thompson Capital Management Indian Head Park CFA Percentage of assets, Fixed fees
David Vaught Propel Financial Advisors Chicago CFA Percentage of assets, Hourly
Donald Powell 1834 Investment Advisors Joliet CFA Percentage of assets, Fixed fees
Edward Leszynski KGL Financial Advisors Bannockburn PFS Percentage of assets
Erik Kratz Arena Private Wealth Chicago CFA Percentage of assets, Hourly
Gregory Vogel Lincolnbridge Financial Planning Oglesby ChFC Percentage of assets, Fixed fees
James Wolf Wolf Financial Advisors Pekin ChFC Percentage of assets, Hourly
Joseph Plevelich Pekin Hardy Strauss Chicago CFA Percentage of assets
Joseph Taiber Taiko Private Wealth Chicago CFA Percentage of assets
Joshua Strauss Pekin Hardy Strauss Chicago CFA Percentage of assets
Josiah DeFord Kisher Capital Dekalb CFA Percentage of assets, Hourly
Mark Vincent Stonebrook Capital Management Oak Park CFA Percentage of assets, Hourly
Matthew Guttosch Dearborn Partners Chicago CFA Percentage of assets
Michael Barrie Lincolnbridge Financial Planning Oglesby ChFC Percentage of assets, Fixed fees
Michael Demaray Bard Associates Chicago CFA Percentage of assets
Michael Gawlik Francis Financial Ingleside CFA Percentage of assets, Hourly
Michael Lannan Lakewood Asset Management Naperville CFA Percentage of assets, Fixed fees
Michael Thompson Thompson Capital Management Indian Head Park CFA Percentage of assets, Fixed fees
Michael Wolcott Studio Investment Management Chicago CFA Percentage of assets, Fixed fees
Peter Deakos Dearborn Partners Edwardsville CFA Percentage of assets
Phillip Kosmala Taiko Private Wealth Chicago CFA Percentage of assets
Richard Fradin Chicago Capital Chicago CFA Percentage of assets, Hourly
Richard Milton 103 Advisory Group Chicago CFA Percentage of assets, Fixed fees
Robert Mitchell Dukes Lane Investments Lincolnshire CFA Percentage of assets, Hourly

Firms headquartered in Illinois (330)

All 330 firms in Illinois