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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
Michele Schaff Ardor Investment Management Consulting Northfield Not listed Percentage of assets, Hourly
Mikhail Kimbarovsky Chicago Capital Chicago Not listed Percentage of assets, Hourly
Nancy Effert Essex Deer Park Not listed Percentage of assets, Hourly
Nathan Parkins Concordia Wealth Planning Elmhurst Not listed Percentage of assets, Fixed fees
Nathaniel Tanney Convexity Investments Naperville Not listed Percentage of assets
Nicholas Lovitsch Steward Advisors Chicago Not listed Percentage of assets, Hourly
Nicholas Stenger Stenger Family Office Naperville Not listed Percentage of assets, Fixed fees
Nickolas Simoneau Irontree Advisors Clifton Not listed Percentage of assets, Hourly
Pablo Jimenez Zamora Sterling Wealth Management Champaign Not listed Percentage of assets, Hourly
Patrick Crowley Crowley Capital Management Prospect Heights Not listed Percentage of assets
Paul Costello Costello Financial Planning Arlington Heights Not listed Percentage of assets, Fixed fees
Peleg Halpern North Star Wealth Management Northbrook Not listed Percentage of assets
Perry Argiropoulos Leelyn Smith Geneva Not listed Percentage of assets, Hourly
Peter Goldman Chicago Capital Chicago Not listed Percentage of assets, Hourly
Peter Soltesz Apis Financial Group Villa Park Not listed Percentage of assets, Fixed fees
Philip Slevin Studio Investment Management Lasalle Not listed Percentage of assets, Fixed fees
Philip Statz Insight Financial Group Arlington Heights Not listed Fixed fees
Rachel Barnard Midway Capital Research & Management Chicago Not listed Percentage of assets, Hourly
Randy Addie 1834 Investment Advisors Chicago Not listed Percentage of assets, Fixed fees
Richard Hahn Benchmark Capital Group Galena Not listed Percentage of assets, Hourly
Richard Horwitch Cohen Capital Chicago Not listed Percentage of assets, Fixed fees
Robert Endres Stonebrook Capital Management Oak Park Not listed Percentage of assets, Hourly
Robert Harbour EBH Financial Sandwich Not listed Percentage of assets
Robert Tutela Essex Deer Park Not listed Percentage of assets, Hourly
Roland Stadelmann Latitude Advisors Yorkville Not listed Percentage of assets, Hourly
Ryan Dolan Allstreet Wealth Chicago Not listed Percentage of assets, Hourly
Ryan Lantz Lantz Financial Naperville Not listed Percentage of assets, Hourly
Ryan Todd Lake Street Chicago Not listed Percentage of assets, Hourly
Samira Laskic Dearborn Partners Chicago Not listed Percentage of assets
Samuel Hardy Cambier Capital Wheaton Not listed Percentage of assets, Fixed fees
Scott Bridgford Bridgford Wealth Advisory Rock Island Not listed Percentage of assets, Hourly
Scott Cline Cline Financial Concepts Champaign Not listed Percentage of assets, Hourly
Scott Moorhead Wisdom Financial Services Geneseo Not listed Percentage of assets
Scott Patton NBT Capital Management Peoria Heights Not listed Percentage of assets, Hourly
Scott Willenbrock Willenbrock Financial Planning Champaign Not listed Percentage of assets, Hourly
Spencer Bleecker Roberts, Glore & Deerfield Not listed Percentage of assets, Fixed fees
Stephen Guokas Kuhn & Company Investment Counsel Chicago Not listed Percentage of assets, Hourly
Steven Clancy Clancy Capital Advisors Chicago Not listed Percentage of assets, Hourly
Steven Fletcher 1834 Investment Advisors Chicago Not listed Percentage of assets, Fixed fees
Steven Resnik Burling Wealth Partners Chicago Not listed Percentage of assets, Hourly
Thomas Castronovo Total Clarity Wealth Management Batavia Not listed Percentage of assets, Hourly
Thomas Frey Sterling Wealth Management Champaign Not listed Percentage of assets, Hourly
Timothy Johnson Bard Associates Chicago Not listed Percentage of assets
Todd Mick Lakewood Asset Management Naperville Not listed Percentage of assets, Fixed fees
Todd Schrade Midway Capital Research & Management Chicago Not listed Percentage of assets, Hourly
Travis Buoy River Street Advisors Aurora Not listed Percentage of assets, Fixed fees
Tyler May Forest Asset Management Riverside Not listed Percentage of assets, Hourly
Vanessa Croessmann Total Clarity Wealth Management St. Charles Not listed Percentage of assets, Hourly
Vanessa Martinez Expressive Wealth Chicago Not listed Percentage of assets, Hourly
Veronica Cardenas Cardenas Asset Management Chicago Not listed Percentage of assets

Firms headquartered in Illinois (330)

All 330 firms in Illinois