Fee-only financial advisors in Chicago, Illinois
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Robert Riedl Endowment Wealth Management, Inc. Holds the CFP, CFA and CPA. Fees on file: percentage of assets.
- Kerry Prazak The Mather Group Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Stratton Harrison Vita Wealth Management Holds the CFP and EA. Fees on file: percentage of assets, flat fee or retainer.
- Luke Van de Loo Sullivan Mermel, Inc. Holds the CFP and CPA. Fees on file: ongoing planning fee, one-time planning fee.
- Patrick Bourbon Bourbon Financial Management Holds the CFP and CFA. Fees on file: subscription.
- Amy Rosenow Bold Vision Financial Holds the CFP and CFA. Fees on file: one-time planning fee, hourly.
By the numbers
- Advisors listed
- 253
- Firms
- 118
- Hold the CFP
- 38%
- Other credentials: CFA 22% · CPA 3% · EA 1%
- How they charge (of 252 with fees on file): percentage of assets 92% · fixed fees 56% · hourly 42% · 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
Find an advisor in Chicago by what you need
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Questions about fee-only advisors in Chicago
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.
All 253 advisors in Chicago
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Amy Rosenow Advice-only planning and financial education for women, families and entrepreneurs, from a former investment firm COO and angel investor. | Bold Vision Financial | Chicago | CFP, CFA | One-time planning fee, Hourly |
| Garrett Chmiola Valeo is an independent, fee-only financial advisory firm offering objective, independent guidance for one transparent fee | Valeo Financial Advisors | Chicago | CFP, CPA | Flat fee or retainer, Percentage of assets |
| Andrea Oliver | One Wild Life Advisors, LLC | Chicago | CFP | Flat fee or retainer, One-time planning fee |
| Jacquelin Liautaud | One Wild Life Advisors, LLC | Chicago | CFP | Flat fee or retainer, One-time planning fee |
| Jessica Merino | Merino Wealth Management | Chicago | CFP | Percentage of assets, Ongoing planning fee |
| Kelly Palmer Planning for millennial parents with equity compensation, through a series of meetings that bring structure and clarity to family finances. | The Wealthy Parent LLC | Chicago | CFP, CFA | Subscription, One-time planning fee |
| Patrick Bourbon Objective, holistic planning for U.S. residents and cross-border families navigating tax and regulatory rules in more than one country. | Bourbon Financial Management | Chicago | CFA, CFP, MSEE, MSFS | Subscription |
| Patti Hughes | Lake Life Wealth Advisory Group LLC | Chicago | CFP, CPA | Ongoing planning fee |
| Stratton Harrison | Vita Wealth Management | Chicago | CFP, EA | Percentage of assets, Flat fee or retainer |
| Valerie Rivera | FirstGen Wealth | Chicago | CFP | Flat fee or retainer, Ongoing planning fee |
| Arun Soni | Avenue 90 Financial | Chicago | CFA, CFP | Percentage of assets, Hourly |
| Kerry Prazak | The Mather Group | Chicago | CFP, CRPC, MBA, RFC | Percentage of assets, Hourly |
| Luke Van de Loo | Sullivan Mermel, Inc. | Chicago | CFP, CPA, MA | Ongoing planning fee, One-time planning fee |
| Robert Riedl | Endowment Wealth Management, Inc. | Chicago | AWMA, BS, CFA, CFP | Percentage of assets |
| Brett Spencer | Impact Financial LLC | Chicago | CFP | Percentage of assets, Hourly |
| Leslie Ransom | Indie Financial Planning, LLC | Chicago | CFP | Percentage of assets, Flat fee or retainer |
| Brian Thompson | Brian Thompson Financial LLC | Chicago | CFP, JD | Ongoing planning fee, One-time planning fee |
| Colin Chase | Mindful Money Financial Counsel | Chicago | CFP, MBA | Flat fee or retainer, Hourly |
| Emiramis Gjini | MyGen Planning | Chicago | CFP | Ongoing planning fee, One-time planning fee |
| Kelly Stanley | Cogent Strategic Wealth | Chicago | CFP, MBA | Percentage of assets |
| Matthew Knoll | The Planning Center | Chicago | CFP, MBA, CAP | Percentage of assets, Hourly |
| Ryan Carter | Funded Life Financial, LLC | Chicago | CFP, ChFC | Flat fee or retainer, Ongoing planning fee |
| Christopher Long | Long & Associates LLC | Chicago | CFP, MBA | Ongoing planning fee |
| Henry Gorecki | HG Wealth Management | Chicago | CFP | Percentage of assets, Hourly |
| Jeffrey Kostis | JK Financial Planning, Inc. | Chicago | BBA, CDFA, CFP, CPA/PFS | Percentage of assets, Hourly |
| Mike Cattapan Affordable, objective advice-only planning for individuals and families at any stage of life or level of wealth. | Abundo Wealth | Chicago | Not listed | Subscription |
| Nathan Eads | Moller Wealth Partners | Chicago | CFP | Percentage of assets, Fixed fees |
| Robert Finley | Virtue Asset Management | Chicago | CFA, CFP | Percentage of assets |
| Sheila Padden | Padden Financial Planning, LLC | Chicago | CFP, CPA/PFS | Ongoing planning fee |
| Thomas Van Spankeren | RISE Investments | Chicago | CFP, CFA | Percentage of assets |
| Vincent DeCrow | RISE Investments | Chicago | CFP | Percentage of assets |
| Matthew Furlong | Furlong Investment Solutions | Chicago | CFP, CFA | Percentage of assets, Hourly |
| Alexander Hemsley | Hemsley Advisors | Chicago | CFP | Percentage of assets, Hourly |
| John Burns | Factor Wealth Management | Chicago | CFP | Percentage of assets, Hourly |
| Randolph Hardy | Factor Wealth Management | Chicago | CFP, CFA | Percentage of assets, Hourly |
| Timothy McGrath | Riverpoint Wealth Management | Chicago | CFP, ChFC | Percentage of assets, Fixed fees |
| Alyssa Schuster | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| Anne Petty | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| David Maley | 1102 Partners | Chicago | CFP | Percentage of assets |
| Julia Zakarias | GenFi Family and Fiduciary Services | Chicago | CFP | Percentage of assets, Hourly |
| Katherine Donaldson | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| Katherine Hennessy | AssetGrade | Chicago | CFP | Percentage of assets |
| Kelsey Spresser | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| Kristin Balon | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| Mary Allvine | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| Maureen Miller | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| Phoebe Stefani | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| Tesa Williamson | Doyenne Wealth Advisors | Chicago | CFP | Percentage of assets, Fixed fees |
| Vinnie Maliakkal | Wavvest | Chicago | CFP | Percentage of assets |
| Jacob Bossert | Konza Global Wealth Group | Chicago | CFP, ChFC | Percentage of assets, Fixed fees |
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