Fee-only financial advisors in Naperville, Illinois
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Maggie Beach NexJenn Financial Services Holds the CFP and CPA. Fees on file: percentage of assets, flat fee or retainer.
- Jennifer Sanchez Integral Financial Planning LLC Holds the CFP and CPA. Fees on file: hourly, fixed fees.
- Jacob Kadisak Kadisak Financial Services Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Michael Lannan Lakewood Asset Management Holds the CFA. Fees on file: percentage of assets, fixed fees.
- Daniel Rohlfing Lantz Financial Holds the CFP. Fees on file: percentage of assets, hourly.
- Gary Rychtanek GCR Financial Services Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 28
- Firms
- 16
- Hold the CFP
- 36%
- Other credentials: CFA 4% · CPA 7%
- How they charge (of 28 with fees on file): percentage of assets 93% · fixed fees 86% · hourly 46% · flat fee or retainer 4%
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 Naperville by what you need
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Questions about fee-only advisors in Naperville
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.
All 28 advisors in Naperville
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Maggie Beach | NexJenn Financial Services | Naperville | CFP, CPA/PFS, MBA, CPA | Percentage of assets, Flat fee or retainer |
| Jennifer Sanchez | Integral Financial Planning LLC | Naperville | BS, CFP, CPA | Hourly, Fixed fees |
| Joseph Menconi | Heritage Drive Wealth Management | Naperville | CFP, MBA | Percentage of assets, Fixed fees |
| Norman Sehnoutka | Naperville Private Wealth | Naperville | Not listed | Percentage of assets |
| Kelly McShane | Chicory Wealth | Naperville | Not listed | Percentage of assets, Fixed fees |
| Mark Hines | Herrick Lake Investments | Naperville | Not listed | Percentage of assets |
| Daniel Rohlfing | Lantz Financial | Naperville | CFP | Percentage of assets, Hourly |
| Gary Rychtanek | GCR Financial Services | Naperville | CFP | Percentage of assets, Hourly |
| Jacob Kadisak | Kadisak Financial Services | Naperville | CFP | Percentage of assets, Fixed fees |
| Logan Schaefer | Lantz Financial | Naperville | CFP | Percentage of assets, Hourly |
| Michael Lantz | Lantz Financial | Naperville | CFP | Percentage of assets, Hourly |
| Roger Kadisak | Kadisak Financial Services | Naperville | CFP | Percentage of assets, Fixed fees |
| Sharon Adelmann | Prairie Investment Advisors | Naperville | CFP | Percentage of assets, Hourly |
| Michael Lannan | Lakewood Asset Management | Naperville | CFA | Percentage of assets, Fixed fees |
| Curtis Stowers | F5 Financial Planning | Naperville | Not listed | Percentage of assets, Hourly |
| Derek Raridon | Lantz Financial | Naperville | Not listed | Percentage of assets, Hourly |
| Ethan Willett | Stenger Family Office | Naperville | Not listed | Percentage of assets, Fixed fees |
| Jake Ranostaj | Stenger Family Office | Naperville | Not listed | Percentage of assets, Fixed fees |
| James Bailey | Stenger Family Office | Naperville | Not listed | Percentage of assets, Fixed fees |
| Joann Nieciecki | Creative Money | Naperville | Not listed | Hourly, Fixed fees |
| Julia Foran | Stenger Family Office | Naperville | Not listed | Percentage of assets, Fixed fees |
| Kristin Crowley | Lantz Financial | Naperville | Not listed | Percentage of assets, Hourly |
| Madeline Griffith | Lantz Financial | Naperville | Not listed | Percentage of assets, Hourly |
| Michael McAlister | Stone Island Financial Planning | Naperville | Not listed | Percentage of assets, Hourly |
| Nathaniel Tanney | Convexity Investments | Naperville | Not listed | Percentage of assets |
| Nicholas Stenger | Stenger Family Office | Naperville | Not listed | Percentage of assets, Fixed fees |
| Ryan Lantz | Lantz Financial | Naperville | Not listed | Percentage of assets, Hourly |
| Todd Mick | Lakewood Asset Management | Naperville | Not listed | Percentage of assets, Fixed fees |
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