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
Wayne Carr Main Street Investment Advisors Northbrook Not listed Percentage of assets, Fixed fees
William Gela Investment Consultants Evanston Not listed Percentage of assets, Fixed fees
William Gregg North Shore Private Asset Management Lake Forest Not listed Percentage of assets, Hourly
Yamilet Suarez River Street Advisors Aurora Not listed Percentage of assets, Fixed fees
Zachary Talus Burling Wealth Partners Chicago Not listed Percentage of assets, Hourly

Firms headquartered in Illinois (330)

All 330 firms in Illinois