# Fee-only financial advisors in Chicago, Illinois > Start with a fee-only advisor in Chicago whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Robert Riedl of Endowment Wealth Management, Inc., Kerry Prazak of The Mather Group and Stratton Harrison of Vita Wealth Management, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/illinois/chicago/ 253 fee-only advisors listed; data last updated November 2, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Chicago? Start with a fee-only advisor in Chicago whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Robert Riedl of Endowment Wealth Management, Inc., Kerry Prazak of The Mather Group and Stratton Harrison of Vita Wealth Management, chosen for their credentials and fees on file. ## How many fee-only advisors in Chicago are there? The Wellspent public graph lists 253 fee-only advisors in Chicago, at 118 firms. We counted every advisor record that fits, as of November 2026. ## What do fee-only advisors in Chicago focus on? The most common focus among fee-only advisors in Chicago is tax planning (65), followed by family wealth transfer (54) and retirement planning (51). Advisors can list more than one. ## How do fee-only advisors in Chicago charge? The most common fee among fee-only advisors in Chicago is a percentage of assets, used by 92% of the 252 with fees on file. Many use more than one: 56% charge fixed fees and 42% charge by the hour. ## How much do fee-only financial advisors charge in Chicago? Fee-only financial advisors in Chicago charge a median of $7,800 a year for ongoing planning. We found this across the published prices of 14 Chicago firms. ## How much does a one-time financial plan cost in Chicago? A one-time financial plan from a fee-only firm in Chicago has a median price of $1,500. We found this across the published prices of 10 Chicago firms. ## How many fee-only advisors in Chicago hold the CFP? 38% of the 253 fee-only advisors in Chicago hold the CFP certification, based on the credentials listed on each record. ## Does Illinois tax income on top of federal tax? Yes. Illinois has a state income tax, so a financial plan for a Illinois resident should project it alongside federal tax. ## How current is this list of fee-only advisors in Chicago? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Amy Rosenow](https://find.wellspent.co/advisors/amy-rosenow.md) | Bold Vision Financial | Chicago, Illinois | CFP, CFA | One-time planning fee, Hourly | | [Garrett Chmiola](https://find.wellspent.co/advisors/garrett-chmiola.md) | Valeo Financial Advisors | Chicago, Illinois | CFP, CPA | Flat fee or retainer, Percentage of assets | | [Andrea Oliver](https://find.wellspent.co/advisors/andrea-oliver.md) | One Wild Life Advisors, LLC | Chicago, Illinois | CFP | Flat fee or retainer, One-time planning fee, Ongoing planning fee | | [Jacquelin Liautaud](https://find.wellspent.co/advisors/jacquelin-liautaud.md) | One Wild Life Advisors, LLC | Chicago, Illinois | CFP | Flat fee or retainer, One-time planning fee, Ongoing planning fee | | [Jessica Merino](https://find.wellspent.co/advisors/jessica-merino.md) | Merino Wealth Management | Chicago, Illinois | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Kelly Palmer](https://find.wellspent.co/advisors/kelly-palmer.md) | The Wealthy Parent LLC | Chicago, Illinois | CFP, CFA | Subscription, One-time planning fee | | [Patrick Bourbon](https://find.wellspent.co/advisors/patrick-bourbon.md) | Bourbon Financial Management | Chicago, Illinois | CFA, CFP, MSEE, MSFS | Subscription | | [Patti Hughes](https://find.wellspent.co/advisors/patti-hughes.md) | Lake Life Wealth Advisory Group LLC | Chicago, Illinois | CFP, CPA | Ongoing planning fee | | [Stratton Harrison](https://find.wellspent.co/advisors/stratton-harrison.md) | Vita Wealth Management | Chicago, Illinois | CFP, EA | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Valerie Rivera](https://find.wellspent.co/advisors/valerie-rivera.md) | FirstGen Wealth | Chicago, Illinois | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Arun Soni](https://find.wellspent.co/advisors/arun-soni.md) | Avenue 90 Financial | Chicago, Illinois | CFA, CFP | Percentage of assets, Hourly, One-time planning fee | | [Kerry Prazak](https://find.wellspent.co/advisors/kerry-prazak.md) | The Mather Group | Chicago, Illinois | CFP, CRPC, MBA, RFC, CAIA, CFA, MS, EA, JD, CPA/PFS | Percentage of assets, Hourly, Fixed fees | | [Luke Van de Loo](https://find.wellspent.co/advisors/luke-van-de-loo.md) | Sullivan Mermel, Inc. | Chicago, Illinois | CFP, CPA, MA | Ongoing planning fee, One-time planning fee | | [Robert Riedl](https://find.wellspent.co/advisors/robert-riedl.md) | Endowment Wealth Management, Inc. | Chicago, Illinois | AWMA, BS, CFA, CFP, CPA, MBA | Percentage of assets | | [Brett Spencer](https://find.wellspent.co/advisors/brett-spencer.md) | Impact Financial LLC | Chicago, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Leslie Ransom](https://find.wellspent.co/advisors/leslie-ransom.md) | Indie Financial Planning, LLC | Chicago, Illinois | CFP | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Brian Thompson](https://find.wellspent.co/advisors/brian-thompson.md) | Brian Thompson Financial LLC | Chicago, Illinois | CFP, JD | Ongoing planning fee, One-time planning fee | | [Colin Chase](https://find.wellspent.co/advisors/colin-chase.md) | Mindful Money Financial Counsel | Chicago, Illinois | CFP, MBA | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Emiramis Gjini](https://find.wellspent.co/advisors/emiramis-gjini.md) | MyGen Planning | Chicago, Illinois | CFP | Ongoing planning fee, One-time planning fee, Hourly, Percentage of assets | | [Kelly Stanley](https://find.wellspent.co/advisors/kelly-stanley.md) | Cogent Strategic Wealth | Chicago, Illinois | CFP, MBA | Percentage of assets | | [Matthew Knoll](https://find.wellspent.co/advisors/matthew-knoll.md) | The Planning Center | Chicago, Illinois | CFP, MBA, CAP | Percentage of assets, Hourly, Fixed fees | | [Ryan Carter](https://find.wellspent.co/advisors/ryan-carter.md) | Funded Life Financial, LLC | Chicago, Illinois | CFP, ChFC | Flat fee or retainer, Ongoing planning fee | | [Christopher Long](https://find.wellspent.co/advisors/christopher-long.md) | Long & Associates LLC | Chicago, Illinois | CFP, MBA | Ongoing planning fee | | [Henry Gorecki](https://find.wellspent.co/advisors/henry-gorecki.md) | HG Wealth Management | Chicago, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Kostis](https://find.wellspent.co/advisors/jeffrey-kostis.md) | JK Financial Planning, Inc. | Chicago, Illinois | BBA, CDFA, CFP, CPA/PFS, MAcc | Percentage of assets, Hourly, Fixed fees | | [Mike Cattapan](https://find.wellspent.co/advisors/mike-cattapan.md) | Abundo Wealth | Chicago, Illinois | | Subscription | | [Nathan Eads](https://find.wellspent.co/advisors/nathan-eads.md) | Moller Wealth Partners | Chicago, Illinois | CFP | Percentage of assets, Fixed fees | | [Robert Finley](https://find.wellspent.co/advisors/robert-finley.md) | Virtue Asset Management | Chicago, Illinois | CFA, CFP | Percentage of assets | | [Sheila Padden](https://find.wellspent.co/advisors/sheila-padden.md) | Padden Financial Planning, LLC | Chicago, Illinois | CFP, CPA/PFS | Ongoing planning fee | | [Thomas Van Spankeren](https://find.wellspent.co/advisors/thomas-van-spankeren.md) | RISE Investments | Chicago, Illinois | CFP, CFA | Percentage of assets | | [Vincent DeCrow](https://find.wellspent.co/advisors/vincent-decrow.md) | RISE Investments | Chicago, Illinois | CFP | Percentage of assets | | [Matthew Furlong](https://find.wellspent.co/advisors/matthew-furlong.md) | Furlong Investment Solutions | Chicago, Illinois | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Alexander Hemsley](https://find.wellspent.co/advisors/alexander-hemsley.md) | Hemsley Advisors | Chicago, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [John Burns](https://find.wellspent.co/advisors/john-burns.md) | Factor Wealth Management | Chicago, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Randolph Hardy](https://find.wellspent.co/advisors/randolph-hardy.md) | Factor Wealth Management | Chicago, Illinois | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Timothy McGrath](https://find.wellspent.co/advisors/timothy-mcgrath.md) | Riverpoint Wealth Management | Chicago, Illinois | CFP, ChFC | Percentage of assets, Fixed fees | | [Alyssa Schuster](https://find.wellspent.co/advisors/alyssa-schuster.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFP | Percentage of assets, Fixed fees | | [Anne Petty](https://find.wellspent.co/advisors/anne-petty.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFP | Percentage of assets, Fixed fees | | [David Maley](https://find.wellspent.co/advisors/david-maley.md) | 1102 Partners | Chicago, Illinois | CFP | Percentage of assets | | [Julia Zakarias](https://find.wellspent.co/advisors/julia-zakarias.md) | GenFi Family and Fiduciary Services | Chicago, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Katherine Donaldson](https://find.wellspent.co/advisors/katherine-donaldson.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFP | Percentage of assets, Fixed fees | | [Katherine Hennessy](https://find.wellspent.co/advisors/katherine-hennessy.md) | AssetGrade | Chicago, Illinois | CFP | Percentage of assets | | [Kelsey Spresser](https://find.wellspent.co/advisors/kelsey-spresser.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFP | Percentage of assets, Fixed fees | | [Kristin Balon](https://find.wellspent.co/advisors/kristin-balon.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFP | Percentage of assets, Fixed fees | | [Mary Allvine](https://find.wellspent.co/advisors/mary-allvine.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFP | Percentage of assets, Fixed fees | | [Maureen Miller](https://find.wellspent.co/advisors/maureen-miller.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFP | Percentage of assets, Fixed fees | | [Phoebe Stefani](https://find.wellspent.co/advisors/phoebe-stefani.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFP | Percentage of assets, Fixed fees | | [Tesa Williamson](https://find.wellspent.co/advisors/tesa-williamson.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFP | Percentage of assets, Fixed fees | | [Vinnie Maliakkal](https://find.wellspent.co/advisors/vinnie-maliakkal.md) | Wavvest | Chicago, Illinois | CFP | Percentage of assets | | [Jacob Bossert](https://find.wellspent.co/advisors/jacob-bossert.md) | Konza Global Wealth Group | Chicago, Illinois | CFP, ChFC | Percentage of assets, Fixed fees | | [Kyle McGrath](https://find.wellspent.co/advisors/kyle-mcgrath.md) | Riverpoint Wealth Management | Chicago, Illinois | CFA | Percentage of assets, Fixed fees | | [Margaret Quinn](https://find.wellspent.co/advisors/margaret-quinn.md) | Paradigm Wealth Management | Chicago, Illinois | CFP | Percentage of assets, Hourly | | [Montaser Takrouri](https://find.wellspent.co/advisors/montaser-takrouri.md) | Azzad Asset Management | Chicago , Illinois | | Percentage of assets | | [Paul Merrick](https://find.wellspent.co/advisors/paul-merrick.md) | Riverpoint Wealth Management | Chicago, Illinois | CFA | Percentage of assets, Fixed fees | | [Frederick Kort](https://find.wellspent.co/advisors/frederick-kort.md) | Cura Wealth Partners | Chicago, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Ginger Gorden](https://find.wellspent.co/advisors/ginger-gorden.md) | Ggcfo | Chicago, Illinois | CFP | Percentage of assets, Fixed fees | | [James Langer](https://find.wellspent.co/advisors/james-langer.md) | Wavvest | Chicago, Illinois | CFA | Percentage of assets | | [Katie Reichart](https://find.wellspent.co/advisors/katie-reichart.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFA | Percentage of assets, Fixed fees | | [Melanie Husk](https://find.wellspent.co/advisors/melanie-husk.md) | MEL Consulting | Chicago, Illinois | | Percentage of assets, Hourly, One-time planning fee | | [Michael Tilatti](https://find.wellspent.co/advisors/michael-tilatti.md) | Tilatti Wealth Management | Chicago, Illinois | CFA | Percentage of assets, Fixed fees | | [Monique Holloway](https://find.wellspent.co/advisors/monique-holloway.md) | AMC Wealth | Chicago, Illinois | CFP | Percentage of assets, Hourly | | [William Haynes](https://find.wellspent.co/advisors/william-haynes.md) | AMC Wealth | Chicago, Illinois | CFP | Percentage of assets, Hourly | | [Andrew Kitay](https://find.wellspent.co/advisors/andrew-kitay.md) | Urban Financial Advisory | Chicago, Illinois | CFP | One-time planning fee | | [Brett Grossman](https://find.wellspent.co/advisors/brett-grossman.md) | Factor Wealth Management | Chicago, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Daniel Carey](https://find.wellspent.co/advisors/daniel-carey.md) | Mentor Capital Management | Chicago, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Daniel Howard](https://find.wellspent.co/advisors/daniel-howard.md) | Zuckerman Investment Group | Chicago, Illinois | CFP | Percentage of assets | | [Elena Sargent](https://find.wellspent.co/advisors/elena-sargent.md) | Factor Wealth Management | Chicago, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Jeremy Ander](https://find.wellspent.co/advisors/jeremy-ander.md) | Urban Financial Advisory | Chicago, Illinois | CFP | One-time planning fee | | [John Davis](https://find.wellspent.co/advisors/john-davis-2105704.md) | Mentor Capital Management | Chicago, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Lindsey Johns](https://find.wellspent.co/advisors/lindsey-johns.md) | Zuckerman Investment Group | Chicago, Illinois | CFP | Percentage of assets | | [Michael Marietti](https://find.wellspent.co/advisors/michael-marietti.md) | Riverbend Planning Group | Chicago, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Nicholas Martin](https://find.wellspent.co/advisors/nicholas-martin.md) | Hemsley Advisors | Chicago, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Noah Shidlofsky](https://find.wellspent.co/advisors/noah-shidlofsky.md) | Riverpoint Wealth Management | Chicago, Illinois | | Percentage of assets, Fixed fees | | [Robert DiLegge](https://find.wellspent.co/advisors/robert-dilegge.md) | Hemsley Advisors | Chicago, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Ryan Robertson](https://find.wellspent.co/advisors/ryan-robertson.md) | Factor Wealth Management | Chicago, Illinois | | Percentage of assets, Hourly, Fixed fees | | [William Dippell](https://find.wellspent.co/advisors/william-dippell.md) | Milestone Money | Chicago, Illinois | | Flat fee or retainer, Ongoing planning fee, Percentage of assets | | [Yoo Chung Chang](https://find.wellspent.co/advisors/yoo-chung-chang.md) | Upstart Wealth Management | Chicago, Illinois | | Percentage of assets, Ongoing planning fee | | [Andrew Farinelli](https://find.wellspent.co/advisors/andrew-farinelli.md) | Wavvest | Chicago, Illinois | | Percentage of assets | | [Bahdan Yakavenka](https://find.wellspent.co/advisors/bahdan-yakavenka.md) | Lestna | Chicago, Illinois | CFA | Ongoing planning fee, Percentage of assets | | [Brendan King](https://find.wellspent.co/advisors/brendan-king.md) | Wavvest | Chicago, Illinois | | Percentage of assets | | [C. Travis Reader](https://find.wellspent.co/advisors/c-travis-reader.md) | Illuminate Wealth Management, LLC | Chicago, Illinois | CFP, MSFS | Percentage of assets, Fixed fees | | [Dale Branda](https://find.wellspent.co/advisors/dale-branda.md) | Steward Advisors, LLC | Chicago, Illinois | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Jacob Beck](https://find.wellspent.co/advisors/jacob-beck.md) | Doyenne Wealth Advisors | Chicago, Illinois | | Percentage of assets, Fixed fees | | [Jacob Shamblott](https://find.wellspent.co/advisors/jacob-shamblott.md) | Blue Line Capital | Chicago, Illinois | CFP | Percentage of assets | | [Jeffrey Cribbs](https://find.wellspent.co/advisors/jeffrey-cribbs.md) | Chicago Wealth Management | Chicago, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Johnny Jones](https://find.wellspent.co/advisors/johnny-jones.md) | Atlatl Advisers | Chicago, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Lauren Genuardi](https://find.wellspent.co/advisors/lauren-genuardi.md) | Expressive Wealth LLC | Chicago, Illinois | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Matthew Szafranski](https://find.wellspent.co/advisors/matthew-szafranski.md) | Chesley, Taft & Associates | Chicago, Illinois | CFP, CFA | Percentage of assets, Fixed fees | | [R. Mark Bell](https://find.wellspent.co/advisors/r-mark-bell.md) | Mark Bell Advisory Services, Inc. | Chicago, Illinois | BS, CFP, MBA | Percentage of assets | | [Sinon Bennett](https://find.wellspent.co/advisors/sinon-bennett.md) | Wavvest | Chicago, Illinois | | Percentage of assets | | [Suzanne Wetzel](https://find.wellspent.co/advisors/suzanne-wetzel.md) | Doyenne Wealth Advisors | Chicago, Illinois | | Percentage of assets, Fixed fees | | [Taylor Champion](https://find.wellspent.co/advisors/taylor-champion.md) | Chesley, Taft & Associates | Chicago, Illinois | CFP, CFA | Percentage of assets, Fixed fees | | [Todt Marks](https://find.wellspent.co/advisors/todt-marks.md) | Todt Investment Management | Chicago, Illinois | CFP | Hourly, Percentage of assets | | [Whitney Ribbens](https://find.wellspent.co/advisors/whitney-ribbens.md) | Chicago Wealth Management | Chicago, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [William Driscoll](https://find.wellspent.co/advisors/william-driscoll.md) | Oak Family Advisors | Chicago, Illinois | CFP, CFA | Percentage of assets, Fixed fees | | [Christopher Wiesehan](https://find.wellspent.co/advisors/christopher-wiesehan.md) | CJW Capital | Chicago, Illinois | CFA | Percentage of assets, Fixed fees | | [Daniel Zuckerman](https://find.wellspent.co/advisors/daniel-zuckerman.md) | Zuckerman Investment Group | Chicago, Illinois | CFA | Percentage of assets | | [Joseph Shea](https://find.wellspent.co/advisors/joseph-shea.md) | Horizon Family Wealth | Chicago, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Keith Schicker](https://find.wellspent.co/advisors/keith-schicker.md) | Zuckerman Investment Group | Chicago, Illinois | CFA | Percentage of assets | | [Lisa Dieter](https://find.wellspent.co/advisors/lisa-dieter.md) | Ember House Wealth Management | Chicago, Illinois | | Percentage of assets | | [Michael Distasio](https://find.wellspent.co/advisors/michael-distasio.md) | Valor Advisers | Chicago, Illinois | | Percentage of assets, Hourly, Subscription, Fixed fees | | [Parker Taylor](https://find.wellspent.co/advisors/parker-taylor.md) | Paradigm Wealth Management | Chicago, Illinois | | Percentage of assets, Hourly | | [Sharese Abbadessa](https://find.wellspent.co/advisors/sharese-abbadessa.md) | Horizon Family Wealth | Chicago, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Adam Cross](https://find.wellspent.co/advisors/adam-cross.md) | AMC Wealth | Chicago, Illinois | | Percentage of assets, Hourly | | [Alan Charach](https://find.wellspent.co/advisors/alan-charach.md) | Rebellion Asset Management | Chicago, Illinois | | Percentage of assets | | [Arielle Hannan](https://find.wellspent.co/advisors/arielle-hannan.md) | Rebellion Asset Management | Chicago, Illinois | | Percentage of assets | | [Beth Smyth](https://find.wellspent.co/advisors/beth-smyth.md) | MWS Capital Consultants | Chicago, Illinois | | Percentage of assets | | [Brian Zavalkoff](https://find.wellspent.co/advisors/brian-zavalkoff.md) | Chesley, Taft & Associates | Chicago, Illinois | CFA | Percentage of assets, Fixed fees | | [Charles Sloan](https://find.wellspent.co/advisors/charles-sloan.md) | Oak Family Advisors | Chicago, Illinois | CFA | Percentage of assets, Fixed fees | | [Jason Koenig](https://find.wellspent.co/advisors/jason-koenig.md) | AMC Wealth | Chicago, Illinois | | Percentage of assets, Hourly | | [Jeffrey Melgard](https://find.wellspent.co/advisors/jeffrey-melgard.md) | Rebellion Asset Management | Chicago, Illinois | | Percentage of assets | | [Joan Giardina](https://find.wellspent.co/advisors/joan-giardina.md) | Chesley, Taft & Associates | Chicago, Illinois | CFA | Percentage of assets, Fixed fees | | [John Swift](https://find.wellspent.co/advisors/john-swift.md) | Benchmark Investment Advisors | Chicago, Illinois | CFA | Percentage of assets | | [Michael Stoffregen](https://find.wellspent.co/advisors/michael-stoffregen.md) | Chesley, Taft & Associates | Chicago, Illinois | CFA | Percentage of assets, Fixed fees | | [Pearlyn Manieri](https://find.wellspent.co/advisors/pearlyn-manieri.md) | Rebellion Asset Management | Chicago, Illinois | | Percentage of assets | | [Ryan Hartung](https://find.wellspent.co/advisors/ryan-hartung.md) | MWS Capital Consultants | Chicago, Illinois | | Percentage of assets | | [Terrence Wilson](https://find.wellspent.co/advisors/terrence-wilson.md) | Oak Family Advisors | Chicago, Illinois | CFA | Percentage of assets, Fixed fees | | [Vitaly Novok](https://find.wellspent.co/advisors/vitaly-novok.md) | Lestna | Chicago, Illinois | | Ongoing planning fee, Percentage of assets | | [William Alt](https://find.wellspent.co/advisors/william-alt.md) | MWS Capital Consultants | Chicago, Illinois | | Percentage of assets | | [Daniel Kaster](https://find.wellspent.co/advisors/daniel-kaster.md) | Mentor Capital Management | Chicago, Illinois | | Percentage of assets, Hourly, Fixed fees | | [David Sopchik](https://find.wellspent.co/advisors/david-sopchik.md) | CJW Capital | Chicago, Illinois | | Percentage of assets, Fixed fees | | [Joshua Perlmutter](https://find.wellspent.co/advisors/joshua-perlmutter.md) | Atlas Financial | Chicago, Illinois | | Percentage of assets, Fixed fees, Performance-based fees | | [Kurt Winiecki](https://find.wellspent.co/advisors/kurt-winiecki.md) | Winiecki Wealth Management | Chicago, Illinois | | Percentage of assets | | [Oscar Varona](https://find.wellspent.co/advisors/oscar-varona.md) | CJW Capital | Chicago, Illinois | | Percentage of assets, Fixed fees | | [Sarah Bodach](https://find.wellspent.co/advisors/sarah-bodach.md) | Mentor Capital Management | Chicago, Illinois | | Percentage of assets, Hourly, Fixed fees | | [William Enoch](https://find.wellspent.co/advisors/william-enoch.md) | Zuckerman Investment Group | Chicago, Illinois | | Percentage of assets | | [Barbara Kelly](https://find.wellspent.co/advisors/barbara-kelly.md) | AZA Capital Management | Chicago, Illinois | | Percentage of assets, Fixed fees | | [Benjamin Wilson](https://find.wellspent.co/advisors/benjamin-wilson-8079360.md) | Stabile Investment Management | Chicago, Illinois | | Percentage of assets, Hourly | | [Bunn Fawcett](https://find.wellspent.co/advisors/bunn-fawcett.md) | AZA Capital Management | Chicago, Illinois | | Percentage of assets, Fixed fees | | [Christian Wray](https://find.wellspent.co/advisors/christian-wray.md) | Hazelwood Investment Advisors | Chicago, Illinois | | Percentage of assets, Fixed fees | | [Christopher Khan](https://find.wellspent.co/advisors/christopher-khan.md) | Blue Line Capital | Chicago, Illinois | | Percentage of assets | | [Christopher Recker](https://find.wellspent.co/advisors/christopher-recker.md) | AZA Capital Management | Chicago, Illinois | | Percentage of assets, Fixed fees | | [Daniel White](https://find.wellspent.co/advisors/daniel-white.md) | Blue Line Capital | Chicago, Illinois | | Percentage of assets | | [Erica Gnilka](https://find.wellspent.co/advisors/erica-gnilka.md) | Chicago Wealth Management | Chicago, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Jacob Szewczyk](https://find.wellspent.co/advisors/jacob-szewczyk.md) | Chicago Wealth Management | Chicago, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Jason Cohrs](https://find.wellspent.co/advisors/jason-cohrs.md) | Blue Line Capital | Chicago, Illinois | | Percentage of assets | | [John Fitzpatrick](https://find.wellspent.co/advisors/john-fitzpatrick.md) | Oak Family Advisors | Chicago, Illinois | | Percentage of assets, Fixed fees | | [Kathleen Helminski](https://find.wellspent.co/advisors/kathleen-helminski.md) | Oak Family Advisors | Chicago, Illinois | | Percentage of assets, Fixed fees | | [Mary Deshong Kinkelaar](https://find.wellspent.co/advisors/mary-deshong-kinkelaar.md) | Kinkelaar & Associates | Chicago, Illinois | | Hourly, Fixed fees | | [Michael Chrisler](https://find.wellspent.co/advisors/michael-chrisler.md) | MJC Financial Fitness | Chicago, Illinois | | Hourly, One-time planning fee | | [Michael Lafontaine](https://find.wellspent.co/advisors/michael-lafontaine.md) | AZA Capital Management | Chicago, Illinois | | Percentage of assets, Fixed fees | | [Nicholas Norby](https://find.wellspent.co/advisors/nicholas-norby.md) | Taursas Investments | Chicago, Illinois | | Percentage of assets | | [Nicholas Thompson](https://find.wellspent.co/advisors/nicholas-thompson.md) | Chicago Wealth Management | Chicago, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Owen Hardy](https://find.wellspent.co/advisors/owen-hardy.md) | Blue Line Capital | Chicago, Illinois | | Percentage of assets | | [Ross Blauwkamp](https://find.wellspent.co/advisors/ross-blauwkamp.md) | AZA Capital Management | Chicago, Illinois | | Percentage of assets, Fixed fees | | [Thomas Baumgart](https://find.wellspent.co/advisors/thomas-baumgart.md) | Chesley, Taft & Associates | Chicago, Illinois | | Percentage of assets, Fixed fees | | [Thomas Walshe](https://find.wellspent.co/advisors/thomas-walshe.md) | Benchmark Investment Advisors | Chicago, Illinois | | Percentage of assets | | [William Baruch](https://find.wellspent.co/advisors/william-baruch.md) | Blue Line Capital | Chicago, Illinois | | Percentage of assets | | [Alvin Walker](https://find.wellspent.co/advisors/alvin-walker.md) | Lake Jericho | Chicago, Illinois | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Benjamin Cohen](https://find.wellspent.co/advisors/benjamin-cohen-5180706.md) | Cohen Capital | Chicago, Illinois | CFP | Percentage of assets, Fixed fees | Showing the first 150 of 253. The full list, page by page: https://find.wellspent.co/locations/us/illinois/chicago/?page=2 ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).