# Fee-only financial advisors in Naperville, Illinois > Start with a fee-only advisor in Naperville whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Maggie Beach of NexJenn Financial Services, Jennifer Sanchez of Integral Financial Planning LLC and Jacob Kadisak of Kadisak Financial Services, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/illinois/naperville/ 28 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 Naperville? Start with a fee-only advisor in Naperville whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Maggie Beach of NexJenn Financial Services, Jennifer Sanchez of Integral Financial Planning LLC and Jacob Kadisak of Kadisak Financial Services, chosen for their credentials and fees on file. ## How many fee-only advisors in Naperville are there? The Wellspent public graph lists 28 fee-only advisors in Naperville, at 16 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Naperville focus on? The most common focus among fee-only advisors in Naperville is retirement planning (2), followed by retirees (1) and people close to retirement (1). Advisors can list more than one. ## How do fee-only advisors in Naperville charge? The most common fee among fee-only advisors in Naperville is a percentage of assets, used by 93% of the 28 with fees on file. Many use more than one: 86% charge fixed fees and 46% 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 Naperville hold the CFP? 36% of the 28 fee-only advisors in Naperville 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 Naperville? 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 | |---|---|---|---|---| | [Maggie Beach](https://find.wellspent.co/advisors/maggie-beach.md) | NexJenn Financial Services | Naperville, Illinois | CFP, CPA/PFS, MBA, CPA, RICP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Jennifer Sanchez](https://find.wellspent.co/advisors/jennifer-sanchez.md) | Integral Financial Planning LLC | Naperville, Illinois | BS, CFP, CPA | Hourly, Fixed fees | | [Joseph Menconi](https://find.wellspent.co/advisors/joseph-menconi.md) | Heritage Drive Wealth Management | Naperville, Illinois | CFP, MBA | Percentage of assets, Fixed fees | | [Norman Sehnoutka](https://find.wellspent.co/advisors/norman-sehnoutka.md) | Naperville Private Wealth | Naperville, Illinois | | Percentage of assets | | [Kelly McShane](https://find.wellspent.co/advisors/kelly-mcshane.md) | Chicory Wealth | Naperville, Illinois | | Percentage of assets, Fixed fees | | [Mark Hines](https://find.wellspent.co/advisors/mark-hines.md) | Herrick Lake Investments | Naperville, Illinois | | Percentage of assets | | [Daniel Rohlfing](https://find.wellspent.co/advisors/daniel-rohlfing.md) | Lantz Financial | Naperville, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Gary Rychtanek](https://find.wellspent.co/advisors/gary-rychtanek.md) | GCR Financial Services | Naperville, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Jacob Kadisak](https://find.wellspent.co/advisors/jacob-kadisak.md) | Kadisak Financial Services | Naperville, Illinois | CFP | Percentage of assets, Fixed fees | | [Logan Schaefer](https://find.wellspent.co/advisors/logan-schaefer.md) | Lantz Financial | Naperville, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Lantz](https://find.wellspent.co/advisors/michael-lantz.md) | Lantz Financial | Naperville, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Roger Kadisak](https://find.wellspent.co/advisors/roger-kadisak.md) | Kadisak Financial Services | Naperville, Illinois | CFP | Percentage of assets, Fixed fees | | [Sharon Adelmann](https://find.wellspent.co/advisors/sharon-adelmann.md) | Prairie Investment Advisors | Naperville, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Lannan](https://find.wellspent.co/advisors/michael-lannan.md) | Lakewood Asset Management | Naperville, Illinois | CFA | Percentage of assets, Fixed fees | | [Curtis Stowers](https://find.wellspent.co/advisors/curtis-stowers.md) | F5 Financial Planning | Naperville, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Derek Raridon](https://find.wellspent.co/advisors/derek-raridon.md) | Lantz Financial | Naperville, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Ethan Willett](https://find.wellspent.co/advisors/ethan-willett.md) | Stenger Family Office | Naperville, Illinois | | Percentage of assets, Fixed fees | | [Jake Ranostaj](https://find.wellspent.co/advisors/jake-ranostaj.md) | Stenger Family Office | Naperville, Illinois | | Percentage of assets, Fixed fees | | [James Bailey](https://find.wellspent.co/advisors/james-bailey-8310093.md) | Stenger Family Office | Naperville, Illinois | | Percentage of assets, Fixed fees | | [Joann Nieciecki](https://find.wellspent.co/advisors/joann-nieciecki.md) | Creative Money | Naperville, Illinois | | Hourly, Fixed fees | | [Julia Foran](https://find.wellspent.co/advisors/julia-foran.md) | Stenger Family Office | Naperville, Illinois | | Percentage of assets, Fixed fees | | [Kristin Crowley](https://find.wellspent.co/advisors/kristin-crowley.md) | Lantz Financial | Naperville, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Madeline Griffith](https://find.wellspent.co/advisors/madeline-griffith.md) | Lantz Financial | Naperville, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Michael McAlister](https://find.wellspent.co/advisors/michael-mcalister.md) | Stone Island Financial Planning | Naperville, Illinois | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Nathaniel Tanney](https://find.wellspent.co/advisors/nathaniel-tanney.md) | Convexity Investments | Naperville, Illinois | | Percentage of assets | | [Nicholas Stenger](https://find.wellspent.co/advisors/nicholas-stenger.md) | Stenger Family Office | Naperville, Illinois | | Percentage of assets, Fixed fees | | [Ryan Lantz](https://find.wellspent.co/advisors/ryan-lantz.md) | Lantz Financial | Naperville, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Todd Mick](https://find.wellspent.co/advisors/todd-mick.md) | Lakewood Asset Management | Naperville, Illinois | | Percentage of assets, 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).