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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
Deanna Brown StackStone Wealth Rockford Not listed Percentage of assets, Fixed fees
Debra Meyer Moonstone Asset Management Northbrook Not listed Percentage of assets
Dustin Decker North Shore Capital Group Investment Advisors Lake Forest Not listed Percentage of assets, Hourly
Eric Wills Park River Advisors Shorewood CFA Percentage of assets, Hourly
Geovanny Vega-Zamora Holder Wealth Management Champaign Not listed Percentage of assets, Hourly
Grant Fridley Powers Advisory Group Highland Not listed Percentage of assets
Gregory Johnston Johnston Investment Counsel Peoria CFA Percentage of assets, Hourly
Ian Kos Tetley Investments Park Ridge Not listed Percentage of assets, Hourly
Jason Koenig AMC Wealth Chicago Not listed Percentage of assets, Hourly
Jeffrey Melgard Rebellion Asset Management Chicago Not listed Percentage of assets
Joan Giardina Chesley, Taft & Associates Chicago CFA Percentage of assets, Fixed fees
John Swift Benchmark Investment Advisors Chicago CFA Percentage of assets
Jonathan Rigoni North Shore Capital Group Investment Advisors Lake Forest Not listed Percentage of assets, Hourly
Joseph Smith JAS Financial Services, LLC Northfield AEP, CPA/PFS, JD Not listed
Karen Natkin Moonstone Asset Management Northbrook Not listed Percentage of assets
Matthew Powers Powers Advisory Group Highland Not listed Percentage of assets
Matthew Shapiro MWS Capital Consultants Glenview Not listed Percentage of assets
Michael Stoffregen Chesley, Taft & Associates Chicago CFA Percentage of assets, Fixed fees
Michael Trekas Meridian Business Group River Grove Not listed Percentage of assets, Hourly
Nicholas Rutz Powers Advisory Group Highland Not listed Percentage of assets
Nicole Kustok Evansbrook Capital Management Bolingbrook Not listed Percentage of assets
Norman Sehnoutka Naperville Private Wealth Naperville Not listed Percentage of assets
Patrick Scholz Maxg2 Deerfield Not listed Ongoing planning fee
Paul Ruedi Ruedi Wealth Management Champaign Not listed Percentage of assets
Pearlyn Manieri Rebellion Asset Management Chicago Not listed Percentage of assets
Philip Tetley Tetley Investments Park Ridge Not listed Percentage of assets, Hourly
Philip Tetley Tetley Investments Park Ridge Not listed Percentage of assets, Hourly
Richard Ringwald Powers Advisory Group Highland Not listed Percentage of assets
Robbie Johnson CSH Investment Management Taylorville Not listed Percentage of assets
Robert Kristof Casey Wealth Management Orland Park Not listed Percentage of assets, Hourly
Ryan Bradley Holder Wealth Management Champaign Not listed Percentage of assets, Hourly
Ryan Hartung MWS Capital Consultants Chicago Not listed Percentage of assets
Ryan Knebel ABG Consultants Collinsville Not listed Percentage of assets, Hourly
Scott Neubauer Wisdom Investments Lake In The Hills Not listed Percentage of assets, Hourly
Sophie Kaluziak Vista Financial Planning Oak Park Not listed Ongoing planning fee
Steven Peshek Altruity Wealth Palatine Not listed Percentage of assets
Terrence Wilson Oak Family Advisors Chicago CFA Percentage of assets, Fixed fees
Vitaly Novok Lestna Chicago Not listed Ongoing planning fee, Percentage of assets
Wayne Casey Casey Wealth Management Orland Park Not listed Percentage of assets, Hourly
William Alt MWS Capital Consultants Chicago Not listed Percentage of assets
Daniel Kaster Mentor Capital Management Chicago Not listed Percentage of assets, Hourly
Daniel Madden Madden Funds Oak Park Not listed Percentage of assets
David Sopchik CJW Capital Chicago Not listed Percentage of assets, Fixed fees
Denzil Locke Locke Investment Management Palatine Not listed Percentage of assets
Joshua Perlmutter Atlas Financial Chicago Not listed Percentage of assets, Fixed fees
Katharine Schwartz Arbor Financial Services Downers Grove Not listed Percentage of assets, Hourly
Kelly McShane Chicory Wealth Naperville Not listed Percentage of assets, Fixed fees
Kurt Winiecki Winiecki Wealth Management Chicago Not listed Percentage of assets
Matthew Suby John F. Suby Wealth Management Rockford Not listed Percentage of assets, Hourly
Michael Madden Madden Funds Oak Park Not listed Percentage of assets

Firms headquartered in Illinois (330)

All 330 firms in Illinois