Fee-only financial advisors in Downers Grove, Illinois
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Lisa Bayer Opus Financial Solutions LLC Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Jason Telford Capstone Financial Advisors Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Bradford Tyl Bradford Capital Management Holds the CFP. Fees on file: percentage of assets, hourly.
- Peter Jankovskis Arbor Financial Services Holds the CFA. Fees on file: percentage of assets, hourly.
- Julie Hupp Vertex Planning Partners Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Adam Wilson Stabile Investment Management Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 35
- Firms
- 8
- Hold the CFP
- 69%
- Other credentials: CFA 14% · ChFC 3%
- How they charge (of 35 with fees on file): percentage of assets 100% · fixed fees 91% · hourly 77%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
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Questions about fee-only advisors in Downers Grove
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.
All 35 advisors in Downers Grove
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Lisa Bayer | Opus Financial Solutions LLC | Downers Grove | CFP, CFA | Percentage of assets, Hourly |
| Cynthia Mittlestaedt | Vertex Planning Partners | Downers Grove | CFP | Percentage of assets, Fixed fees |
| Gregory Benner | Vertex Planning Partners | Downers Grove | CFP, ChFC | Percentage of assets, Fixed fees |
| Julie Hupp | Vertex Planning Partners | Downers Grove | CFP | Percentage of assets, Fixed fees |
| Scott Sandee | Vertex Planning Partners | Downers Grove | CFP | Percentage of assets, Fixed fees |
| Tammy Billadeau | Vertex Planning Partners | Downers Grove | CFP | Percentage of assets, Fixed fees |
| Christopher Huston | Vertex Planning Partners | Downers Grove | Not listed | Percentage of assets, Fixed fees |
| Igor Yukhvidin | Vertex Planning Partners | Downers Grove | Not listed | Percentage of assets, Fixed fees |
| Ryan Bellis | Vertex Planning Partners | Downers Grove | Not listed | Percentage of assets, Fixed fees |
| Nic Reed | Capstone Financial Advisors Inc. | Downers Grove | CFP | Percentage of assets, Hourly |
| Peter Jankovskis | Arbor Financial Services | Downers Grove | CFA | Percentage of assets, Hourly |
| Katharine Schwartz | Arbor Financial Services | Downers Grove | Not listed | Percentage of assets, Hourly |
| 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 |
| Adam Wilson | Stabile Investment Management | Downers Grove | Not listed | Percentage of assets, Hourly |
| Brian Wilson | Stabile Investment Management | Downers Grove | Not listed | Percentage of assets, Hourly |
| Bradford Tyl | Bradford Capital Management | Downers Grove | CFP | Percentage of assets, Hourly |
| Brian Niksa | Capstone Financial Advisors | Downers Grove | CFP | Percentage of assets, Hourly |
| Brian Peterson | Capstone Financial Advisors | Downers Grove | CFP | Percentage of assets, Hourly |
| James Marquez | Capstone Financial Advisors | Downers Grove | CFP | Percentage of assets, Hourly |
| Jason Telford | Capstone Financial Advisors | Downers Grove | CFP, CFA | Percentage of assets, Hourly |
| Jeffrey Hansen | Capstone Financial Advisors | Downers Grove | CFP | Percentage of assets, Hourly |
| Jeremy Lorenz | Capstone Financial Advisors | Downers Grove | CFP | Percentage of assets, Hourly |
| John Koenig | Capstone Financial Advisors | Downers Grove | CFP | Percentage of assets, Hourly |
| John Kosik | Capstone Financial Advisors | Downers Grove | CFP | Percentage of assets, Hourly |
| Kari McKinley | Capstone Financial Advisors | Downers Grove | CFP | Percentage of assets, Hourly |
| Ma Navarro | Capstone Financial Advisors | Downers Grove | CFP | Percentage of assets, Hourly |
| Marisa Marshall | Capstone Financial Advisors | Downers Grove | CFP | Percentage of assets, Hourly |
| Matthew Kunst | Opus Financial Solutions | Downers Grove | CFP, CFA | Percentage of assets, Hourly |
| Michal Gicala | Capstone Financial Advisors | Downers Grove | CFP | Percentage of assets, Hourly |
| Robert Wootton | Capstone Financial Advisors | Downers Grove | CFP | Percentage of assets, Hourly |
| Sandra Higgins | Capstone Financial Advisors | Downers Grove | CFP | Percentage of assets, Hourly |
| Troy Bute | Capstone Financial Advisors | Downers Grove | CFP | Percentage of assets, Hourly |
| Aldo Vultaggio | Capstone Financial Advisors | Downers Grove | CFA | Percentage of assets, Hourly |
| Matthew De Stefano | Capstone Financial Advisors | Downers Grove | Not listed | Percentage of assets, Hourly |
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