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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
Todt Marks Todt Investment Management Chicago CFP Hourly, Percentage of assets
Trevor Johnson Dream Weaver Financial Planning Richmond Not listed Percentage of assets, Hourly
Victoria Dorgan Barrett Wealth Connection Spring Grove CFP, CFA Hourly
Whitney Ribbens Chicago Wealth Management Chicago CFP Percentage of assets, Hourly
William Driscoll Oak Family Advisors Chicago CFP, CFA Percentage of assets, Fixed fees
Ari Nadler Nadler Financial Group Deerfield Not listed Percentage of assets
Brook Soebbing KEB – Kerber, Eck & Braeckel Springfield Not listed Percentage of assets, Hourly
Bryan Petry Stonebridge Wealth Management Oak Brook Not listed Percentage of assets, Hourly
Caden Heyen KEB – Kerber, Eck & Braeckel Springfield Not listed Percentage of assets, Hourly
Christopher Brauner KEB – Kerber, Eck & Braeckel Springfield Not listed Percentage of assets, Hourly
Christopher Wiesehan CJW Capital Chicago CFA Percentage of assets, Fixed fees
Daniel Zuckerman Zuckerman Investment Group Chicago CFA Percentage of assets
David Johnson ZHP Capital Inverness CFA Percentage of assets, Hourly
Dominic Mirretti Mirretti Perryman Wealth Strategies Skokie Not listed Percentage of assets, Hourly
Gerard Downey Linden Wealth Management Oak Park Not listed Percentage of assets
Griffin Leahy Can handle all of your financial needs from banking, investments, mortgages, to estate planning. Not listed Evanston Not listed Percentage of assets
Haley Herr Rosemeyer Management Group Sterling Not listed Percentage of assets, Fixed fees
Henry Vance Ark Advisors Bloomington Not listed Percentage of assets, Fixed fees
Jared Van Slyke KEB – Kerber, Eck & Braeckel Springfield Not listed Percentage of assets, Hourly
Joel Regier Bondurant Investment Advisory Evanston Not listed Percentage of assets, Fixed fees
Joseph Shea Horizon Family Wealth Chicago Not listed Percentage of assets, Hourly
Keith Schicker Zuckerman Investment Group Chicago CFA Percentage of assets
Lisa Dieter Ember House Wealth Management Chicago Not listed Percentage of assets
Michael Distasio Valor Advisers Chicago Not listed Percentage of assets, Hourly
Nathan Townsend KEB – Kerber, Eck & Braeckel Springfield Not listed Percentage of assets, Hourly
Parker Taylor Paradigm Wealth Management Chicago Not listed Percentage of assets, Hourly
Patrick Vance Ark Advisors Bloomington Not listed Percentage of assets, Fixed fees
Peter Jankovskis Arbor Financial Services Downers Grove CFA Percentage of assets, Hourly
Riley Beal KEB – Kerber, Eck & Braeckel Springfield Not listed Percentage of assets, Hourly
Scott Bondurant Bondurant Investment Advisory Evanston Not listed Percentage of assets, Fixed fees
Sharese Abbadessa Horizon Family Wealth Chicago Not listed Percentage of assets, Hourly
Susan Shackelford KEB – Kerber, Eck & Braeckel Springfield Not listed Percentage of assets, Hourly
Todd Potter Greatdane Investment Moline Not listed Percentage of assets, Hourly
Adam Cross AMC Wealth Chicago Not listed Percentage of assets, Hourly
Alan Charach Rebellion Asset Management Chicago Not listed Percentage of assets
Andrew Fitzpatrick Pacesetter Financial Group Lincoln Not listed Percentage of assets
Anthony House i2i Analytics Evanston Not listed Percentage of assets
Anthony Krcmar Paisley Financial Homer Glen Not listed Percentage of assets
Arielle Hannan Rebellion Asset Management Chicago Not listed Percentage of assets
Beth Smyth MWS Capital Consultants Chicago Not listed Percentage of assets
Bradley Price Moonstone Asset Management Northbrook Not listed Percentage of assets
Brian Peterson Pluto Wealth Management Woodridge Not listed Ongoing planning fee, One-time planning fee
Brian Zavalkoff Chesley, Taft & Associates Chicago CFA Percentage of assets, Fixed fees
Charles Holder Holder Wealth Management Champaign Not listed Percentage of assets, Hourly
Charles Sloan Oak Family Advisors Chicago CFA Percentage of assets, Fixed fees
Connor Koberlein Pacesetter Financial Group Lincoln Not listed Percentage of assets
Dane Rutstein i2i Analytics Evanston Not listed Percentage of assets
Daniel Fisher Fisher Financial Group Northbrook Not listed Percentage of assets
Darrel Rolls North Shore Capital Group Investment Advisors Lake Forest Not listed Percentage of assets, Hourly
David Meehan Maple Street Capital Advisors Barrington CFA Percentage of assets

Firms headquartered in Illinois (330)

All 330 firms in Illinois