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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 Mayer Invest Capital Chicago Not listed Percentage of assets, Hourly
John Postel Cohen Capital Chicago Not listed Percentage of assets, Fixed fees
John Russell Versatile Capital Management Chicago Not listed Percentage of assets
Jon Knotts Expressive Wealth Chicago Not listed Percentage of assets, Hourly
Jonathan Woo Dearborn Partners Chicago Not listed Percentage of assets
Jonathon Bell Royalty Wealth Management Chicago Not listed Percentage of assets, Hourly
Joseph Littman Arena Private Wealth Chicago Not listed Percentage of assets, Hourly
Julia Foran Stenger Family Office Naperville Not listed Percentage of assets, Fixed fees
Julia Wiese Wisdom Financial Services Geneseo Not listed Percentage of assets
Justin Heaton Wisdom Financial Services Geneseo Not listed Percentage of assets
Justin Nolan Essex Deer Park Not listed Percentage of assets, Hourly
Justin Terzo Lake Street Chicago Not listed Percentage of assets, Hourly
Kaitlin Hyland Horizon Wealth Management La Grange Not listed Percentage of assets, Hourly
Kane Walag Sterling Wealth Management Champaign Not listed Percentage of assets, Hourly
Karen Nordstrom Contour Financial Orland Park Not listed Percentage of assets, Hourly
Katarzyna Richardson Expressive Wealth Chicago Not listed Percentage of assets, Hourly
Kathleen Hudock Pekin Hardy Strauss Chicago Not listed Percentage of assets
Kathryn Barton Latitude Advisors Yorkville Not listed Percentage of assets, Hourly
Kevin Andersen K.W. Andersen Investment Group Chicago Not listed Percentage of assets
Kevin Hebson Kevin Hebson & Company Winnetka Not listed Percentage of assets, Hourly
Kevin Kuhn Kuhn & Company Investment Counsel Chicago Not listed Percentage of assets, Hourly
Kevin Nester NBT Capital Management Peoria Heights Not listed Percentage of assets, Hourly
Kevin Scullion Aberdeen Wealth Management Lake Bluff Not listed Percentage of assets, Hourly
Kristin Crowley Lantz Financial Naperville Not listed Percentage of assets, Hourly
Kristina Tenney-Gatto Total Clarity Wealth Management St. Charles Not listed Percentage of assets, Hourly
Kristopher Kalish The Kalish Group Aurora Not listed Percentage of assets
Lisa Guthrie Latitude Advisors Yorkville Not listed Percentage of assets, Hourly
Louis Orloff Reserve Fund Advisers Glenview Not listed Percentage of assets, Hourly
Luis Marroquin Expressive Wealth Chicago Not listed Percentage of assets, Hourly
Luis Pereda Chicago Capital Chicago Not listed Percentage of assets, Hourly
Madeline Griffith Lantz Financial Naperville Not listed Percentage of assets, Hourly
Malinda Distefano Chicago Capital Chicago Not listed Percentage of assets, Hourly
Marcin Szczepaniak KAI Wealth Chicago Not listed Percentage of assets, Hourly
Marilyn Bilyk Journey Financial Group Buffalo Grove Not listed Percentage of assets, Hourly
Mark Resnik Burling Wealth Partners Chicago Not listed Percentage of assets, Hourly
Mark Saran North Shore Private Asset Management Lake Forest Not listed Percentage of assets, Hourly
Martin Fogarty Total Clarity Wealth Management St. Charles Not listed Percentage of assets, Hourly
Matthew Blume Pekin Hardy Strauss Chicago Not listed Percentage of assets
Matthew Dale KAI Wealth Chicago Not listed Percentage of assets, Hourly
Matthew De Stefano Capstone Financial Advisors Downers Grove Not listed Percentage of assets, Hourly
Matthew Simosky Wisdom Financial Services Geneseo Not listed Percentage of assets
Matthew Ward K.W. Andersen Investment Group Chicago Not listed Percentage of assets
McLain Tallungan Journey Financial Group Buffalo Grove Not listed Percentage of assets, Hourly
Michael Bridgford Bridgford Wealth Advisory Rock Island Not listed Percentage of assets, Hourly
Michael Cohen Cohen Capital Chicago Not listed Percentage of assets, Fixed fees
Michael Evans Cogent Strategic Wealth Chicago Not listed Percentage of assets
Michael Kwon Steward Advisors Chicago Not listed Percentage of assets, Hourly
Michael McAlister Stone Island Financial Planning Naperville Not listed Percentage of assets, Hourly
Michael Pensinger Pensinger Financial Lemont Not listed Percentage of assets, Hourly
Michael Terrien West Loop Financial Chicago Not listed Percentage of assets

Firms headquartered in Illinois (330)

All 330 firms in Illinois