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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
Caleb Smoes LifeWise Wealth Advisors Champaign Not listed Flat fee or retainer
Charles Meeder Sound Asset Management Yorkville CFP Percentage of assets, Hourly
Christopher Huston Vertex Planning Partners Downers Grove Not listed Percentage of assets, Fixed fees
Daniel Carey Mentor Capital Management Chicago CFP Percentage of assets, Hourly
Daniel Howard Zuckerman Investment Group Chicago CFP Percentage of assets
Daniel Witherspoon LifeWise Wealth Advisors Champaign Not listed Flat fee or retainer
Elena Sargent Factor Wealth Management Chicago Not listed Percentage of assets, Hourly
Greg Rutherford Sound Asset Management Yorkville CFP Percentage of assets, Hourly
Igor Yukhvidin Vertex Planning Partners Downers Grove Not listed Percentage of assets, Fixed fees
Jeffrey Augspurger Strong Retirement Solutions Bloomington Not listed Percentage of assets, Hourly
Jeremy Ander Urban Financial Advisory Chicago CFP One-time planning fee
John Davis Mentor Capital Management Chicago CFP Percentage of assets, Hourly
John Vanderburgh LifeWise Wealth Advisors Champaign Not listed Flat fee or retainer
Jonathan Carter KEB – Kerber, Eck & Braeckel Springfield PFS Percentage of assets, Hourly
Kyle Long Long Planning Geneva Not listed Percentage of assets
Lindsey Johns Zuckerman Investment Group Chicago CFP Percentage of assets
Luke Sauter Vidarrow Investment Advisors Arlington Heights PFS Percentage of assets, Hourly
Michael Mahoney Cypress Asset Management Peoria Heights CFP Percentage of assets, Fixed fees
Michael Marietti Riverbend Planning Group Chicago Not listed Percentage of assets, Hourly
Nicholas Martin Hemsley Advisors Chicago Not listed Percentage of assets, Hourly
Noah Shidlofsky Riverpoint Wealth Management Chicago Not listed Percentage of assets, Fixed fees
Noah York York Wealth Management West Chicago Not listed Flat fee or retainer, Ongoing planning fee
Robert DiLegge Hemsley Advisors Chicago Not listed Percentage of assets, Hourly
Ryan Bellis Vertex Planning Partners Downers Grove Not listed Percentage of assets, Fixed fees
Ryan Robertson Factor Wealth Management Chicago Not listed Percentage of assets, Hourly
Steven Urban Urban Financial Advisory Evanston CFP One-time planning fee
William Dippell Milestone Money Chicago Not listed Flat fee or retainer, Ongoing planning fee
William Herr Trader Wealth Management Barrington CFP Percentage of assets, Hourly
Yoo Chung Chang Upstart Wealth Management Chicago Not listed Percentage of assets, Ongoing planning fee
Aaron Izenstark IRON Financial Northbrook Not listed Percentage of assets, Performance-based fees
Alison Brandt Pendulum Partners Itasca Not listed Percentage of assets, Fixed fees
Amy Barrett Barrett Wealth Connection Spring Grove CFP, CFA Hourly
Andrew Farinelli Wavvest Chicago Not listed Percentage of assets
Andrew Feldman AJ Feldman Financial LLC Deerfield CFP Percentage of assets, Hourly
Anna Thornburg Model Wealth Wheaton Not listed Hourly, Flat fee or retainer
Bahdan Yakavenka Lestna Chicago CFA Ongoing planning fee, Percentage of assets
Brad Bobb Bobb Financial Incorporated Chatham CFP Percentage of assets, Hourly
Brenda Knox Financial Elements, Inc. Rolling Meadows AIF, BS, CFP, CRPC Percentage of assets, Hourly
Brendan King Wavvest Chicago Not listed Percentage of assets
Brett Wysopal Wysopal Wealth Planning, LLC Brookfield CFP Percentage of assets, Hourly
Brian Vogler Highview Capital Management Buffalo Grove CFA Percentage of assets
C. Travis Reader Illuminate Wealth Management, LLC Chicago CFP, MSFS Percentage of assets, Fixed fees
Chad Nolte Model Wealth Wheaton Not listed Hourly, Flat fee or retainer
Colleen Nesslar Pendulum Partners Itasca Not listed Percentage of assets, Fixed fees
Corissa Landphair Landphair Wealth Management Winnetka CFP Percentage of assets
Dale Branda Steward Advisors, LLC Chicago CFP, MBA Percentage of assets, Hourly
Danielle Schultz Haven Financial Solutions, Inc. Evanston CDFA, CFP Percentage of assets, Hourly
Donald McLaughlin McLaughlin Asset Management Danville Not listed Percentage of assets, Fixed fees
Edward Gjertsen II Engage Wealth Group, LLC. Northfield CFP Percentage of assets, Hourly
Gerald Howell Arlington Wealth Management Arlington Heights Not listed Percentage of assets, Fixed fees

Firms headquartered in Illinois (330)

All 330 firms in Illinois