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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
Michael Lamke Lamke Financial LLC Wheaton CFP, CPA Hourly, One-time planning fee
Mike Cattapan Affordable, objective advice-only planning for individuals and families at any stage of life or level of wealth. Abundo Wealth Chicago Not listed Subscription
Mike Walther Ii Oak Wealth Advisors, LLC Northbrook CFP, CFA, CPA, MBA Percentage of assets, Ongoing planning fee
Nathan Eads Moller Wealth Partners Chicago CFP Percentage of assets, Fixed fees
Robert Finley Virtue Asset Management Chicago CFA, CFP Percentage of assets
Sheila Padden Padden Financial Planning, LLC Chicago CFP, CPA/PFS Ongoing planning fee
Timothy Quinn Quinn Financial Planning, LLC Orland Park CFP, CPA/PFS Percentage of assets
Brad Cougill Deerfield Financial Advisors, Inc. Park Ridge CFP, CPA, CEPA Percentage of assets, Hourly
Brian Rhoads Advice-only planning for DIY investors and validators: an initial plan, then hourly support at personal checkpoints as needed. Checkpoint Financial Planning Highland Park CFA, EA One-time planning fee, Hourly
Cynthia Menker Contour Financial Orland Park CFP, CPA, MBA Percentage of assets
Daniel Peters Prism Planning Partners Libertyville CFP One-time planning fee
David Theis Fee-Only Financial Advisors, Ltd. Palatine BS, CFP Hourly, Fixed fees
Elizabeth Buffardi Crescendo Financial Planners, Inc. Oak Brook CFP, CPA Ongoing planning fee
James Nash Clark Wealth Partners O'Fallon CFP, ChFC Percentage of assets, Fixed fees
James Stork Pinnacle Financial Group, LLC Western Springs CFA, CFP, MBA Percentage of assets, Hourly
Janice Hennessy ShankerValleau Wealth Advisors, Inc. Skokie CFP, CPA, MBA, MSFP Percentage of assets
Lisa Bayer Opus Financial Solutions LLC Downers Grove CFP, CFA Percentage of assets, Hourly
Michael Clark Clark Wealth Partners O'Fallon CFP Percentage of assets, Fixed fees
Naveen Neerukonda PVA Financial LLC Oak Brook CFP, MBA Hourly, Flat fee or retainer
Nicole Sullivan Prism Planning Partners Libertyville CFP One-time planning fee
Thomas Van Spankeren RISE Investments Chicago CFP, CFA Percentage of assets
Vincent DeCrow RISE Investments Chicago CFP Percentage of assets
Chelsea Rude Rude Wealth Advisory LLC Olney CFP, APMA, EA, MSFP Ongoing planning fee
Christopher Jones Azalea Wealth Management Glen Ellyn CFP Percentage of assets, Ongoing planning fee
Dustin Javier Defined Capital Oak Brook CFP Percentage of assets, Ongoing planning fee
Joshi Koneru Watershed Private Wealth Oak Brook CFP Percentage of assets
Lauren Hunt Daybreak Wealth Hinsdale CFP Flat fee or retainer, Ongoing planning fee
Mark Meredith Meredith Wealth Planning Maryville CFP Flat fee or retainer, Ongoing planning fee
Matthew Furlong Furlong Investment Solutions Chicago CFP, CFA Percentage of assets, Hourly
Nancy Doyle Hourly, advice-only planning that helps women and families in transition simplify their finances and understand their money. Manage Your Financial Life Winnetka CFA, CFT Hourly
Richard Wimmer Meredith Wealth Planning Maryville CFP, CFA Flat fee or retainer, Ongoing planning fee
Alexander Hemsley Hemsley Advisors Chicago CFP Percentage of assets, Hourly
Andrew McDowell LifeWise Wealth Advisors Champaign CFP Flat fee or retainer
Bradley Mendel Mendel Money Management Northbrook CFP Percentage of assets, Hourly
Cynthia Mittlestaedt Vertex Planning Partners Downers Grove CFP Percentage of assets, Fixed fees
George Hemsley Hemsley Advisors Barrington CFP Percentage of assets, Hourly
Gregory Benner Vertex Planning Partners Downers Grove CFP, ChFC Percentage of assets, Fixed fees
Jack Hallier Patrick M Sweeney & Associates Libertyville CFP Percentage of assets
John Burns Factor Wealth Management Chicago CFP Percentage of assets, Hourly
John Ferguson Patrick M Sweeney & Associates Barrington CFP Percentage of assets
John Foley LifeWise Wealth Advisors Champaign CFP, ChFC Flat fee or retainer
John Kennedy LifeWise Wealth Advisors Champaign CFP Flat fee or retainer
Joshua Nuss LifeWise Wealth Advisors Champaign CFP Flat fee or retainer
Julie Hupp Vertex Planning Partners Downers Grove CFP Percentage of assets, Fixed fees
Patrick Sweeney Patrick M Sweeney & Associates Libertyville CFP Percentage of assets
Randolph Hardy Factor Wealth Management Chicago CFP, CFA Percentage of assets, Hourly
Scott Sandee Vertex Planning Partners Downers Grove CFP Percentage of assets, Fixed fees
Tammy Billadeau Vertex Planning Partners Downers Grove CFP Percentage of assets, Fixed fees
Thomas Koleski Cedar Capital Advisors Glen Ellyn CFP Percentage of assets, Fixed fees
Timothy McGrath Riverpoint Wealth Management Chicago CFP, ChFC Percentage of assets, Fixed fees

Firms headquartered in Illinois (330)

All 330 firms in Illinois