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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
Oscar Varona CJW Capital Chicago Not listed Percentage of assets, Fixed fees
Paul Beran Arbor Financial Services Downers Grove Not listed Percentage of assets, Hourly
Peter Claeys Arbor Financial Services Downers Grove Not listed Percentage of assets, Hourly
Ryan Mahoney Cypress Asset Management Peoria Heights Not listed Percentage of assets, Fixed fees
Sarah Bodach Mentor Capital Management Chicago Not listed Percentage of assets, Hourly
Terrence Burke Trader Wealth Management Barrington Not listed Percentage of assets, Hourly
William Enoch Zuckerman Investment Group Chicago Not listed Percentage of assets
Adam Ogle Park River Advisors Shorewood Not listed Percentage of assets, Hourly
Adam Wilson Stabile Investment Management Downers Grove Not listed Percentage of assets, Hourly
Barbara Kelly AZA Capital Management Chicago Not listed Percentage of assets, Fixed fees
Benjamin Wilson Stabile Investment Management Chicago Not listed Percentage of assets, Hourly
Brian Wilson Stabile Investment Management Downers Grove Not listed Percentage of assets, Hourly
Bunn Fawcett AZA Capital Management Chicago Not listed Percentage of assets, Fixed fees
Charles McKenna McKenna Capital Wheaton Not listed Percentage of assets, Hourly
Charles McKenna McKenna Capital Wheaton Not listed Percentage of assets, Hourly
Christian Wray Hazelwood Investment Advisors Chicago Not listed Percentage of assets, Fixed fees
Christopher Khan Blue Line Capital Chicago Not listed Percentage of assets
Christopher McDonnell McDonnell Capital Management Frankfort Not listed Percentage of assets, Hourly
Christopher Recker AZA Capital Management Chicago Not listed Percentage of assets, Fixed fees
Daniel White Blue Line Capital Chicago Not listed Percentage of assets
Elliot Lauzen Grey Fox Wealth Advisors Hinsdale Not listed Percentage of assets, Fixed fees
Erica Gnilka Chicago Wealth Management Chicago Not listed Percentage of assets, Hourly
Hemang Patel SPIRE Investment – Management Hoffman Estates Not listed Percentage of assets, Hourly
Jacob Szewczyk Chicago Wealth Management Chicago Not listed Percentage of assets, Hourly
Jason Cohrs Blue Line Capital Chicago Not listed Percentage of assets
Jeffrey Berman Trifecta Capital Advisors Northbrook Not listed Percentage of assets, Fixed fees
Jeffrey Cohen US Advanced Computing Infrastructure, Inc. (d.b.a. Chicago Quantum) Highland Park Not listed Hourly, One-time planning fee
John Fitzpatrick Oak Family Advisors Chicago Not listed Percentage of assets, Fixed fees
Kathleen Helminski Oak Family Advisors Chicago Not listed Percentage of assets, Fixed fees
Mark Hines Herrick Lake Investments Naperville Not listed Percentage of assets
Mark Johnson Dogwood Investment Advisors Northbrook Not listed Percentage of assets, Hourly
Mary Deshong Kinkelaar Kinkelaar & Associates Chicago Not listed Hourly, Fixed fees
Matthew Engbring Porter Avenue Capital Management Alto Pass Not listed Percentage of assets, Hourly
Michael Chrisler MJC Financial Fitness Chicago Not listed Hourly, One-time planning fee
Michael Lafontaine AZA Capital Management Chicago Not listed Percentage of assets, Fixed fees
Michael Vodicka Vodicka Group Highland Park Not listed Percentage of assets
Nicholas Norby Taursas Investments Chicago Not listed Percentage of assets
Nicholas Thompson Chicago Wealth Management Chicago Not listed Percentage of assets, Hourly
Owen Hardy Blue Line Capital Chicago Not listed Percentage of assets
Ross Blauwkamp AZA Capital Management Chicago Not listed Percentage of assets, Fixed fees
Shawn Block Briggs Financial Round Lake Beach Not listed Percentage of assets, Hourly
Steven Bartz Graybill Wealth Management Elmhurst Not listed Percentage of assets
Steven Briggs Briggs Financial Round Lake Beach Not listed Percentage of assets, Hourly
Susan Oleari Trifecta Capital Advisors Northbrook Not listed Percentage of assets, Fixed fees
Thomas Baumgart Chesley, Taft & Associates Chicago Not listed Percentage of assets, Fixed fees
Thomas Walshe Benchmark Investment Advisors Chicago Not listed Percentage of assets
William Baruch Blue Line Capital Chicago Not listed Percentage of assets
Alexander Ross Main Street Investment Advisors Northbrook CFP Percentage of assets, Fixed fees
Alexander Smith Seedsafe Financial Elmhurst CFP Percentage of assets, Hourly
Alexandra Baig Companions on Your Journey Brookfield CFP Percentage of assets, Fixed fees

Firms headquartered in Illinois (330)

All 330 firms in Illinois