# Fee-only financial advisors in Downers Grove, Illinois > Start with a fee-only advisor in Downers Grove whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Lisa Bayer of Opus Financial Solutions LLC, Jason Telford of Capstone Financial Advisors and Bradford Tyl of Bradford Capital Management, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/illinois/downers-grove/ 35 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Downers Grove? Start with a fee-only advisor in Downers Grove whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Lisa Bayer of Opus Financial Solutions LLC, Jason Telford of Capstone Financial Advisors and Bradford Tyl of Bradford Capital Management, chosen for their credentials and fees on file. ## How many fee-only advisors in Downers Grove are there? The Wellspent public graph lists 35 fee-only advisors in Downers Grove, at 8 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Downers Grove focus on? The most common focus among fee-only advisors in Downers Grove is founders (12), followed by tax planning (9) and equity compensation (8). Advisors can list more than one. ## How do fee-only advisors in Downers Grove charge? All 35 fee-only advisors in Downers Grove with fees on file charge a percentage of assets. Many use more than one: 91% charge fixed fees and 77% charge by the hour. ## How much do fee-only financial advisors charge in Illinois? Fee-only financial advisors in Illinois charge a median of $5,000 a year for ongoing planning. We found this across the published prices of 35 Illinois firms. ## How many fee-only advisors in Downers Grove hold the CFP? 69% of the 35 fee-only advisors in Downers Grove 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 Downers Grove? 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 | |---|---|---|---|---| | [Lisa Bayer](https://find.wellspent.co/advisors/lisa-bayer.md) | Opus Financial Solutions LLC | Downers Grove, Illinois | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Cynthia Mittlestaedt](https://find.wellspent.co/advisors/cynthia-mittlestaedt.md) | Vertex Planning Partners | Downers Grove, Illinois | CFP | Percentage of assets, Fixed fees | | [Gregory Benner](https://find.wellspent.co/advisors/gregory-benner.md) | Vertex Planning Partners | Downers Grove, Illinois | CFP, ChFC | Percentage of assets, Fixed fees | | [Julie Hupp](https://find.wellspent.co/advisors/julie-hupp.md) | Vertex Planning Partners | Downers Grove, Illinois | CFP | Percentage of assets, Fixed fees | | [Scott Sandee](https://find.wellspent.co/advisors/scott-sandee.md) | Vertex Planning Partners | Downers Grove, Illinois | CFP | Percentage of assets, Fixed fees | | [Tammy Billadeau](https://find.wellspent.co/advisors/tammy-billadeau.md) | Vertex Planning Partners | Downers Grove, Illinois | CFP | Percentage of assets, Fixed fees | | [Christopher Huston](https://find.wellspent.co/advisors/christopher-huston.md) | Vertex Planning Partners | Downers Grove, Illinois | | Percentage of assets, Fixed fees | | [Igor Yukhvidin](https://find.wellspent.co/advisors/igor-yukhvidin.md) | Vertex Planning Partners | Downers Grove, Illinois | | Percentage of assets, Fixed fees | | [Ryan Bellis](https://find.wellspent.co/advisors/ryan-bellis.md) | Vertex Planning Partners | Downers Grove, Illinois | | Percentage of assets, Fixed fees | | [Nic Reed](https://find.wellspent.co/advisors/nic-reed.md) | Capstone Financial Advisors Inc. | Downers Grove, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Peter Jankovskis](https://find.wellspent.co/advisors/peter-jankovskis.md) | Arbor Financial Services | Downers Grove, Illinois | CFA | Percentage of assets, Hourly, Fixed fees | | [Katharine Schwartz](https://find.wellspent.co/advisors/katharine-schwartz.md) | Arbor Financial Services | Downers Grove, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Paul Beran](https://find.wellspent.co/advisors/paul-beran.md) | Arbor Financial Services | Downers Grove, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Peter Claeys](https://find.wellspent.co/advisors/peter-claeys.md) | Arbor Financial Services | Downers Grove, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Adam Wilson](https://find.wellspent.co/advisors/adam-wilson.md) | Stabile Investment Management | Downers Grove, Illinois | | Percentage of assets, Hourly | | [Brian Wilson](https://find.wellspent.co/advisors/brian-wilson.md) | Stabile Investment Management | Downers Grove, Illinois | | Percentage of assets, Hourly | | [Bradford Tyl](https://find.wellspent.co/advisors/bradford-tyl.md) | Bradford Capital Management | Downers Grove, Illinois | CFP | Percentage of assets, Hourly | | [Brian Niksa](https://find.wellspent.co/advisors/brian-niksa.md) | Capstone Financial Advisors | Downers Grove, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Brian Peterson](https://find.wellspent.co/advisors/brian-peterson-5477528.md) | Capstone Financial Advisors | Downers Grove, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [James Marquez](https://find.wellspent.co/advisors/james-marquez.md) | Capstone Financial Advisors | Downers Grove, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Jason Telford](https://find.wellspent.co/advisors/jason-telford.md) | Capstone Financial Advisors | Downers Grove, Illinois | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Hansen](https://find.wellspent.co/advisors/jeffrey-hansen.md) | Capstone Financial Advisors | Downers Grove, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Jeremy Lorenz](https://find.wellspent.co/advisors/jeremy-lorenz.md) | Capstone Financial Advisors | Downers Grove, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [John Koenig](https://find.wellspent.co/advisors/john-koenig.md) | Capstone Financial Advisors | Downers Grove, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [John Kosik](https://find.wellspent.co/advisors/john-kosik.md) | Capstone Financial Advisors | Downers Grove, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Kari McKinley](https://find.wellspent.co/advisors/kari-mckinley.md) | Capstone Financial Advisors | Downers Grove, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Ma Navarro](https://find.wellspent.co/advisors/ma-navarro.md) | Capstone Financial Advisors | Downers Grove, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Marisa Marshall](https://find.wellspent.co/advisors/marisa-marshall.md) | Capstone Financial Advisors | Downers Grove, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Kunst](https://find.wellspent.co/advisors/matthew-kunst.md) | Opus Financial Solutions | Downers Grove, Illinois | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Michal Gicala](https://find.wellspent.co/advisors/michal-gicala.md) | Capstone Financial Advisors | Downers Grove, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Wootton](https://find.wellspent.co/advisors/robert-wootton.md) | Capstone Financial Advisors | Downers Grove, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Sandra Higgins](https://find.wellspent.co/advisors/sandra-higgins.md) | Capstone Financial Advisors | Downers Grove, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Troy Bute](https://find.wellspent.co/advisors/troy-bute.md) | Capstone Financial Advisors | Downers Grove, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Aldo Vultaggio](https://find.wellspent.co/advisors/aldo-vultaggio.md) | Capstone Financial Advisors | Downers Grove, Illinois | CFA | Percentage of assets, Hourly, Fixed fees | | [Matthew De Stefano](https://find.wellspent.co/advisors/matthew-de-stefano.md) | Capstone Financial Advisors | Downers Grove, Illinois | | Percentage of assets, Hourly, Fixed fees | ## 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).