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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
Nicholas Vogel Bluestem Financial Advisors Savoy CFP Ongoing planning fee
Paul Merrick Riverpoint Wealth Management Chicago CFA Percentage of assets, Fixed fees
Rochelle Moore Sound Financial Solutions Clinton CFP Hourly
Ross Hager KEB – Kerber, Eck & Braeckel Springfield CFP Percentage of assets, Hourly
Samuel Wesley Bluestem Financial Advisors Savoy CFP Ongoing planning fee
Timothy Lee Bluestem Financial Advisors Savoy CFP Ongoing planning fee
Timothy Perryman Mirretti Perryman Wealth Strategies Skokie CFP Percentage of assets, Hourly
Angela Williams Wealthquest Oak Brook CFP Percentage of assets, Fixed fees
Anthony Erzen Legacy Wealth Planning Bethalto Not listed Flat fee or retainer
Brendan Moody Watershed Private Wealth Oak Brook Not listed Percentage of assets
Charles Henry CSH Investment Management Taylorville CFP Percentage of assets
Daniel Holder Holder Wealth Management Champaign CFP, PFS Percentage of assets, Hourly
Daniel Ruedi Ruedi Wealth Management Champaign CFP Percentage of assets
David Ruedi Ruedi Wealth Management Champaign CFP Percentage of assets
Frederick Kort Cura Wealth Partners Chicago CFP Percentage of assets, Hourly
Ginger Gorden Ggcfo Chicago CFP Percentage of assets, Fixed fees
Gregory Hodges Greg Hodges Financial Advisory Normal CFP Percentage of assets, Hourly
James Langer Wavvest Chicago CFA Percentage of assets
James Richter Monotelo Wealth Partners Elgin CFP Ongoing planning fee
Janis Sleeter Ruggaard & Associates Oak Brook CFP Percentage of assets, Performance-based fees
Jenifer Aronson Mosaic Fi Lincolnshire CFA Percentage of assets, One-time planning fee
John Eiduk Elite Asset Management Palatine CFP Percentage of assets
Jose Cuevas Wisdom Investments Hoffman Estates CFP Percentage of assets, Hourly
Katie Reichart Doyenne Wealth Advisors Chicago CFA Percentage of assets, Fixed fees
Kristen Lanning Pacesetter Financial Group Lincoln CFP Percentage of assets
Marcos Murillo We build custom, comprehensive plans, so you can live retirement boldly on your terms. Vantage Point Financial Lisle Not listed Percentage of assets
Melanie Husk MEL Consulting Chicago Not listed Percentage of assets, Hourly
Michael McNitt Highview Capital Management Buffalo Grove CFP Percentage of assets
Michael Tilatti Tilatti Wealth Management Chicago CFA Percentage of assets, Fixed fees
Monique Holloway AMC Wealth Chicago CFP Percentage of assets, Hourly
Nicklaus Streit Highview Capital Management Buffalo Grove CFP Percentage of assets
Patrick McGough Geometric Advisors Arlington Heights CFA Percentage of assets
Paul Ruedi Ruedi Wealth Management Champaign CFP Percentage of assets
Ryan Repko Ruedi Wealth Management Champaign CFP Percentage of assets
Ryan Vance Pendulum Partners Itasca CFA Percentage of assets, Fixed fees
Sarah Pierce Watershed Private Wealth Oak Brook Not listed Percentage of assets
Stephen Hofmann Ridgeline Private Wealth Rockford CFP Ongoing planning fee
Timothy Bacus Pacesetter Financial Group Lincoln CFP Percentage of assets
Todd Gambit Gambit Asset Management Northbrook CFP Percentage of assets
Tony Escobar Purpose-based financial planning for your business and personal needs. Exponent Group Morton Not listed One-time planning fee, Percentage of assets
William Haynes AMC Wealth Chicago CFP Percentage of assets, Hourly
Albert Von Holt Von Holt Financial Advisors Palatine CFP Percentage of assets
Alexander Koynoff ATK Financial Prosperity Oswego Not listed Flat fee or retainer, Ongoing planning fee
Alexander Wasiunec Mendel Money Management Northbrook Not listed Percentage of assets, Hourly
Andrew Kitay Urban Financial Advisory Chicago CFP One-time planning fee
Brad Metz Ark Advisors Bloomington ChFC Percentage of assets, Fixed fees
Brett Grossman Factor Wealth Management Chicago Not listed Percentage of assets, Hourly
Brian Tumpane Cedar Capital Advisors Glen Ellyn Not listed Percentage of assets, Fixed fees
Brock Von Holt Von Holt Financial Advisors Palatine CFP Percentage of assets
Caleb Graybeal Strong Retirement Solutions Bloomington Not listed Percentage of assets, Hourly

Firms headquartered in Illinois (330)

All 330 firms in Illinois