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
Heinz Brisske KRM Financial Services St. Charles Not listed Percentage of assets, Hourly
Ian Dillow Dillow Wealth Management Oak Brook Not listed Percentage of assets, Fixed fees
Jacob Beck Doyenne Wealth Advisors Chicago Not listed Percentage of assets, Fixed fees
Jacob Shamblott Blue Line Capital Chicago CFP Percentage of assets
Jeffrey Cribbs Chicago Wealth Management Chicago CFP Percentage of assets, Hourly
Jeffrey Smith North Shore Investment Consulting, LLC Wilmette CFA, CFP, MBA Percentage of assets
Jennifer Sanchez Integral Financial Planning LLC Naperville BS, CFP, CPA Hourly, Fixed fees
Jessica Stanley Rezny Wealth Management Aurora Not listed Percentage of assets
John Henek Quantum Capital Investments River Forest Not listed Percentage of assets, Fixed fees
John Hollahan Arlington Wealth Management Arlington Heights Not listed Percentage of assets, Fixed fees
Johnny Jones Atlatl Advisers Chicago Not listed Percentage of assets, Hourly
Joseph Lopresti Arlington Wealth Management Arlington Heights Not listed Percentage of assets, Fixed fees
Joseph McDonnell McDonnell Capital Management Frankfort CFP, PFS Percentage of assets, Hourly
Joseph Menconi Heritage Drive Wealth Management Naperville CFP, MBA Percentage of assets, Fixed fees
Joshua Betancourt Quantum Capital Investments Elmwood Park Not listed Percentage of assets, Fixed fees
Katie Blechschmidt FMI Financial Oak Brook CFP Percentage of assets, Hourly
Keith Nyborg Kenora Financial Des Plaines Not listed Percentage of assets
Krzysztof Garlewicz ProsperiFi Des Plaines CFP Percentage of assets, Hourly
Kyle Matkaitis Whisper Wealth Builders Oak Lawn CFP Percentage of assets, Fixed fees
Lauren Genuardi Expressive Wealth LLC Chicago CFP, MBA Percentage of assets, Hourly
Lawrence Davsko Skinner Copper & Ehmen Springfield Not listed Percentage of assets, Fixed fees
Mark Bova Lenity Financial, Inc. Geneva CFP, CIMA Percentage of assets, Fixed fees
Mark Sansoterra Highview Capital Management Buffalo Grove CFA Percentage of assets
Matthew Barnard Maplewood Wealth LLC Arlington Heights CFP, EA Percentage of assets, Fixed fees
Matthew Komer Kera Capital Mokena Not listed Percentage of assets, Hourly
Matthew Szafranski Chesley, Taft & Associates Chicago CFP, CFA Percentage of assets, Fixed fees
Michael Alexenko Royal Asset Managers St. Charles CFA Percentage of assets, Flat fee or retainer
Michael Walther Oak Wealth Advisors LLC Northbrook CFA, CFP, CPA, MBA Percentage of assets, Fixed fees
Nancy Tani Retire Secure Financial Planning, LLC Evanston CFP, JD, MBA Not listed
Nathan Gale Fleur-de-lis Financial Lake Bluff CFP Percentage of assets, Hourly
Nic Reed Capstone Financial Advisors Inc. Downers Grove CFP Percentage of assets, Hourly
Nilu Judge Kenora Financial Des Plaines Not listed Percentage of assets
Noah Skinner Skinner Copper & Ehmen Springfield Not listed Percentage of assets, Fixed fees
Osman Arain Evansbrook Capital Management Bolingbrook CFA Percentage of assets
Paul Linzer Kenora Financial Des Plaines Not listed Percentage of assets
Paul Tromp Trifecta Capital Advisors Northbrook CFP Percentage of assets, Fixed fees
R. Mark Bell Mark Bell Advisory Services, Inc. Chicago BS, CFP, MBA Percentage of assets
Richard Lakin IRON Financial Northbrook Not listed Percentage of assets, Performance-based fees
Robert Gerstemeier Gerstemeier Financial Group, LLC Oak Brook CFP, EA, MBA Percentage of assets, Hourly
Rockie Zeigler Iii RP Zeigler Investment Services Peoria CFP, EA Percentage of assets, Hourly
Ryan McLaughlin McLaughlin Asset Management Danville Not listed Percentage of assets, Fixed fees
Ryan McNeilly Kenora Financial Des Plaines Not listed Percentage of assets
Scott Wentsel Wentsel Wealth Management, LLC Western Springs BA, CFA, CFP, MBA Percentage of assets, Hourly
Sean Sebold Sebold Capital Management Inc. Lisle BA, CFA, CFP, MBA Percentage of assets, Hourly
Shawn Kennedy Pendulum Partners Itasca Not listed Percentage of assets, Fixed fees
Sinon Bennett Wavvest Chicago Not listed Percentage of assets
Suzanne Wetzel Doyenne Wealth Advisors Chicago Not listed Percentage of assets, Fixed fees
Taylor Champion Chesley, Taft & Associates Chicago CFP, CFA Percentage of assets, Fixed fees
Thomas Parker Pendulum Partners Itasca Not listed Percentage of assets, Fixed fees
Tim Doehrmann Eagle Ridge Wealth Advisors Morton CFP Percentage of assets, Hourly

Firms headquartered in Illinois (330)

All 330 firms in Illinois