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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
Daniel Marcus Marcus Capital Northfield Not listed Percentage of assets, Fixed fees
Daniel Short Directional Asset Management Arlington Heights Not listed Percentage of assets, Hourly
Danielle Woods Propel Financial Advisors Chicago Not listed Percentage of assets, Hourly
Darin Roth Cambier Capital Wheaton Not listed Percentage of assets, Fixed fees
David Bach River Street Advisors Aurora Not listed Percentage of assets, Fixed fees
David Oosterbaan DCO Capital Management Chicago Not listed Percentage of assets
Dennis Gravitt Long RUN Financial Frankfort Not listed Percentage of assets, Hourly
Derek Raridon Lantz Financial Naperville Not listed Percentage of assets, Hourly
Donald Roseen Lake Street Chicago Not listed Percentage of assets, Hourly
Dylan Seessengood Rude Wealth Advisory Olney Not listed Percentage of assets, Hourly
Edward Malysiak Chicago Capital Chicago Not listed Percentage of assets, Hourly
Edward Pettegrew Arena Private Wealth Chicago Not listed Percentage of assets, Hourly
Egon Menker Contour Financial Orland Park Not listed Percentage of assets, Hourly
Elisa Hanson Black Barn Financial Marengo Not listed Percentage of assets, Hourly
Elizabeth Heneman Impact Financial Chicago Not listed Percentage of assets, Hourly
Emily Agosto Propel Financial Advisors Chicago Not listed Percentage of assets, Hourly
Eric Maddix Chicago Capital Chicago Not listed Percentage of assets, Hourly
Erik Miller Essex Deer Park Not listed Percentage of assets, Hourly
Ethan Willett Stenger Family Office Naperville Not listed Percentage of assets, Fixed fees
Frank Iozzo FMI Financial Oak Brook Not listed Percentage of assets, Hourly
Gary Tagtmeier D/B/A Financial Awareness Institute Woodridge Not listed Percentage of assets, Hourly
George Kontos Bull & Bear Advisors Chicago Not listed Percentage of assets
Gergana Vasileva Journey Financial Group Buffalo Grove Not listed Percentage of assets, Hourly
Giacomo Manfredini FMI Financial Oak Brook Not listed Percentage of assets, Hourly
Gilberto Carmona Latitude Advisors Yorkville Not listed Percentage of assets, Hourly
Glenn Cackovic Globalmacro Capital Management Wheaton Not listed Percentage of assets
Gregory Heaton Wisdom Financial Services Geneso Not listed Percentage of assets
Hal Marcus Buss Capital Management Lake Forest Not listed Percentage of assets
Haley Staniszewski Journey Financial Group Buffalo Grove Not listed Percentage of assets, Hourly
Ian Burgess Clark Lewis Oak Park Not listed Percentage of assets, Fixed fees
Jacob Miller Wisdom Financial Services Geneseo Not listed Percentage of assets
Jake Ranostaj Stenger Family Office Naperville Not listed Percentage of assets, Fixed fees
James Bailey Stenger Family Office Naperville Not listed Percentage of assets, Fixed fees
James Hanley Kisher Capital Dekalb Not listed Percentage of assets, Hourly
James Hartwell Essex Deer Park Not listed Percentage of assets, Hourly
James Kuhn Kuhn & Company Investment Counsel Chicago Not listed Percentage of assets, Hourly
James Pattie Horizon Capital Management Lake Forest Not listed Percentage of assets, Fixed fees
James Ward Latitude Advisors Yorkville Not listed Percentage of assets, Hourly
Jared Trexler Trexler Financial Advisors Pana Not listed Percentage of assets, Fixed fees
Javier De La Torre 103 Advisory Group Chicago Not listed Percentage of assets, Fixed fees
Jeffery Schaff Ardor Investment Management Consulting Northfield Not listed Percentage of assets, Hourly
Jeffrey Amman Wisdom Financial Services Geneseo Not listed Percentage of assets
Jeffrey Ross Main Street Investment Advisors Northbrook Not listed Percentage of assets, Fixed fees
Jeremiah Yi Cambier Capital Wheaton Not listed Percentage of assets, Fixed fees
Jim Calaway Roberts, Glore & Deerfield Not listed Percentage of assets, Fixed fees
Joann Nieciecki Creative Money Naperville Not listed Hourly, Fixed fees
Joann Seagren Chicago Capital Chicago Not listed Percentage of assets, Hourly
Joel Poortenga GPS Financial Group Mokena Not listed Percentage of assets, Hourly
John Bellino Lincolnbridge Financial Planning Oglesby Not listed Percentage of assets, Fixed fees
John Couleur Couleur Investments Wilmette Not listed Percentage of assets, Hourly

Firms headquartered in Illinois (330)

All 330 firms in Illinois