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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
Alex Offerman Model Wealth Wheaton CFP Hourly, Flat fee or retainer
Alyssa Schuster Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Anne Petty Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Brett Detterbeck Detterbeck Wealth Management Palatine CFP, CFA Ongoing planning fee
David Maley 1102 Partners Chicago CFP Percentage of assets
Donovan Sanchez Model Wealth Wheaton CFP Hourly, Flat fee or retainer
Gino Poli Pendulum Partners Itasca CFP Percentage of assets, Fixed fees
Julia Zakarias GenFi Family and Fiduciary Services Chicago CFP Percentage of assets, Hourly
Katherine Donaldson Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Katherine Hennessy AssetGrade Chicago CFP Percentage of assets
Kelsey Spresser Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Kraig Mickelsen KRM Financial Services St. Charles CFP Percentage of assets, Hourly
Kristin Balon Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Lester Detterbeck Detterbeck Wealth Management Palatine CFP, CFA Ongoing planning fee
Mark Stephens Pendulum Partners Itasca CFP Percentage of assets, Fixed fees
Mary Allvine Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Maureen Miller Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Nathan Paulson Paulson Wealth Management Wheaton CFP Percentage of assets, Hourly
Phil Telpner We end post-divorce financial anxiety. Breakout Private Wealth Glenview Not listed Percentage of assets, One-time planning fee
Phoebe Stefani Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Randall Bruns Model Wealth Wheaton CFP Hourly, Flat fee or retainer
Tamra Wener Mosaic Fi Lincolnshire CFP Percentage of assets, One-time planning fee
Tesa Williamson Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Timothy Dillow Dillow Wealth Management Oak Brook CFP Percentage of assets, Fixed fees
Timothy Ziemba IRON Financial Northbrook CFP, CFA Percentage of assets, Performance-based fees
Vinnie Maliakkal Wavvest Chicago CFP Percentage of assets
William Fan Paulson Wealth Management Wheaton CFP Percentage of assets, Hourly
Alexander Lippitt Lakewood Financial Group Evanston CFA Percentage of assets
Andrew Branz Clark Wealth Partners O'Fallon Not listed Percentage of assets, Fixed fees
Barry Mendel Mendel Money Management Northbrook CFA Percentage of assets, Hourly
Brandon Clouse Prism Planning Partners Libertyville Not listed One-time planning fee
Bronwyn Mirretti Mirretti Perryman Wealth Strategies Skokie CFP Percentage of assets, Hourly
Christopher Plahm Stonebridge Wealth Management Oak Brook CFP Percentage of assets, Hourly
Elizabeth Schneider WHealthy Empowerment Network Kildeer CFP Percentage of assets, Fixed fees
Eric OBrien Nadler Financial Group Deerfield CFP Percentage of assets
Erin Zylka WHealthy Empowerment Network Kildeer CFP Percentage of assets, Fixed fees
Jacob Bossert Konza Global Wealth Group Chicago CFP, ChFC Percentage of assets, Fixed fees
Jacob Kuebler Bluestem Financial Advisors Savoy CFP Ongoing planning fee
Jacob McKinney Clark Wealth Partners O'Fallon Not listed Percentage of assets, Fixed fees
Jeremy Johnson Veracity Wealth Management Oakbrook Terrace CFP Percentage of assets, Ongoing planning fee
Johnathan Frerichs Bluestem Financial Advisors Savoy CFP Ongoing planning fee
Joseph Miebach Bluestem Financial Advisors Savoy CFP Ongoing planning fee
Joshua Cutler Bluestem Financial Advisors Savoy CFP Ongoing planning fee
Joshua Mangoubi Considerate Capital Northbrook CFA Percentage of assets, Ongoing planning fee
Justin Koress Bondurant Investment Advisory Evanston CFP Percentage of assets, Fixed fees
Justin Mason KEB – Kerber, Eck & Braeckel Springfield CFP Percentage of assets, Hourly
Kyle McGrath Riverpoint Wealth Management Chicago CFA Percentage of assets, Fixed fees
Margaret Quinn Paradigm Wealth Management Chicago CFP Percentage of assets, Hourly
Mark Burka Mendel Money Management Northbrook CFA Percentage of assets, Hourly
Montaser Takrouri Azzad Asset Management Chicago Not listed Percentage of assets

Firms headquartered in Illinois (330)

All 330 firms in Illinois