W Wellspent Public advisor graph
Get matched
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
Scott Frazin Chicago Capital Chicago CFA Percentage of assets, Hourly
Scott Rausch Bull & Bear Advisors Chicago CFA Percentage of assets
Sean Connolly Avocet Capital Management Libertyvile CFA Percentage of assets, Hourly
Shaun Roach Pekin Hardy Strauss Chicago CFA Percentage of assets
Steven Meves River Street Advisors Aurora CFA Percentage of assets, Fixed fees
Stuart McDermott Defender Asset Management Evanston CFA Percentage of assets, Hourly
Thomas Hines Thompson Capital Management Crystal Lake CFA Percentage of assets, Fixed fees
Timothy Schlindwein Schlindwein Associates Chicago CIC Percentage of assets, Hourly
Tucker Hutchinson Two Three Five Chicago CFA Percentage of assets, Fixed fees
William Pekin Pekin Hardy Strauss Chicago CFA Percentage of assets
Young Im Burling Wealth Partners Chicago CFA Percentage of assets, Hourly
Abby Davis Burling Wealth Partners Chicago Not listed Percentage of assets, Hourly
Alan Loewy Avocet Capital Management Northbrook Not listed Percentage of assets, Hourly
Alexander Arellano Lakeshore Capital Group Rolling Meadows Not listed Percentage of assets, Fixed fees
Amy Lynch River Street Advisors Aurora Not listed Percentage of assets, Fixed fees
Andrew Gjertsen Engage Wealth Group Northfield Not listed Percentage of assets, Hourly
Arthur Cohen Arthur M. Cohen & Associates Northbrook Not listed Percentage of assets, Hourly
Arthur Freedman Essex Deer Park Not listed Percentage of assets, Hourly
Ashlee Frichtl Rude Wealth Advisory Olney Not listed Percentage of assets, Hourly
Austin Kight Cambier Capital Wheaton Not listed Percentage of assets, Fixed fees
Austin Swisher Benchmark Capital Group Galena Not listed Percentage of assets, Hourly
Barbara Johnson Johnson Private Wealth Management Bath Not listed Percentage of assets, Fixed fees
Benjamin Ruf Versatile Capital Management Chicago Not listed Percentage of assets
Benjamin Young Wisdom Financial Services Geneseo Not listed Percentage of assets
Bradley Smith Dearborn Partners Chicago Not listed Percentage of assets
Brandon Hardy Pekin Hardy Strauss Chicago Not listed Percentage of assets
Brandon Muzzarelli 1834 Investment Advisors Joliet Not listed Percentage of assets, Fixed fees
Brian Atkins Heritage Strategic Wealth Cary Not listed Percentage of assets
Brian Bardachowski Pensinger Financial Lemont Not listed Percentage of assets, Hourly
Brian Malizia Lakeshore Capital Group Rolling Meadows Not listed Percentage of assets, Fixed fees
Brian McDonaugh Journey Financial Group Buffalo Grove Not listed Percentage of assets, Hourly
Byron Smythe Roberts, Glore & Deerfield Not listed Percentage of assets, Fixed fees
Carol Buss Buss Capital Management Lake Forest Not listed Percentage of assets
Casey Moss Total Clarity Wealth Management Arlington Heights Not listed Percentage of assets, Hourly
Catherine Lannan Lakewood Asset Management Chicago Not listed Percentage of assets, Fixed fees
Cem Karsan KAI Wealth Chicago Not listed Percentage of assets, Hourly
Christine Valente Latitude Advisors Yorkville Not listed Percentage of assets, Hourly
Christopher Barberini Lakeshore Capital Group Rolling Meadows Not listed Percentage of assets, Fixed fees
Christopher Laporta River Street Advisors Oakbrook Terrace Not listed Percentage of assets, Fixed fees
Christopher Sands Sands Wealth Strategies Western Springs Not listed Percentage of assets
Chwei-Guang Chiou Momentum Fintech Lisle Not listed Percentage of assets, Fixed fees
Clemens Ciupke Roberts, Glore & Deerfield Not listed Percentage of assets, Fixed fees
Colin Hartwell Essex Deer Park Not listed Percentage of assets, Hourly
Colin Perry PR Wealth Management Group East Moline Not listed Percentage of assets, Hourly
Conrad May Conrad A. MAY, CPA Mt. Prospect Not listed Fixed fees
Corey Myers Universal Financial Advisors Wood River Not listed Percentage of assets, Hourly
Curtis Ford Wisdom Financial Services Geneseo Not listed Percentage of assets
Curtis Stowers F5 Financial Planning Naperville Not listed Percentage of assets, Hourly
Dale Wong Missio Investment Management Hinsdale Not listed Percentage of assets
Daniel Borstein Boon Capital Advisors Northbrook Not listed Percentage of assets

Firms headquartered in Illinois (330)

All 330 firms in Illinois