# Fee-only financial advisors in Northbrook, Illinois

> Start with a fee-only advisor in Northbrook whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Mike Walther Ii of Oak Wealth Advisors, LLC, Timothy Ziemba of IRON Financial and Todd Gambit of Gambit Asset Management, chosen for their credentials and fees on file.

Page: https://find.wellspent.co/locations/us/illinois/northbrook/
27 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 Northbrook?

Start with a fee-only advisor in Northbrook whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Mike Walther Ii of Oak Wealth Advisors, LLC, Timothy Ziemba of IRON Financial and Todd Gambit of Gambit Asset Management, chosen for their credentials and fees on file.

## How many fee-only advisors in Northbrook are there?

The Wellspent public graph lists 27 fee-only advisors in Northbrook, at 15 firms. We counted every advisor record that fits, as of October 2026.

## What do fee-only advisors in Northbrook focus on?

The most common focus among fee-only advisors in Northbrook is estate planning (10), followed by tax planning (9) and retirement planning (7). Advisors can list more than one.

## How do fee-only advisors in Northbrook charge?

All 27 fee-only advisors in Northbrook with fees on file charge a percentage of assets. Many use more than one: 48% charge fixed fees and 30% 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 Northbrook hold the CFP?

30% of the 27 fee-only advisors in Northbrook 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 Northbrook?

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 |
|---|---|---|---|---|
| [Mike Walther Ii](https://find.wellspent.co/advisors/mike-walther-ii.md) | Oak Wealth Advisors, LLC | Northbrook, Illinois | CFP, CFA, CPA, MBA, PFS | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Bradley Mendel](https://find.wellspent.co/advisors/bradley-mendel.md) | Mendel Money Management | Northbrook, Illinois | CFP | Percentage of assets, Hourly, Fixed fees |
| [Timothy Ziemba](https://find.wellspent.co/advisors/timothy-ziemba.md) | IRON Financial | Northbrook, Illinois | CFP, CFA | Percentage of assets, Performance-based fees |
| [Barry Mendel](https://find.wellspent.co/advisors/barry-mendel.md) | Mendel Money Management | Northbrook, Illinois | CFA | Percentage of assets, Hourly, Fixed fees |
| [Joshua Mangoubi](https://find.wellspent.co/advisors/joshua-mangoubi.md) | Considerate Capital | Northbrook, Illinois | CFA | Percentage of assets, Ongoing planning fee |
| [Mark Burka](https://find.wellspent.co/advisors/mark-burka.md) | Mendel Money Management | Northbrook, Illinois | CFA | Percentage of assets, Hourly, Fixed fees |
| [Todd Gambit](https://find.wellspent.co/advisors/todd-gambit.md) | Gambit Asset Management | Northbrook, Illinois | CFP | Percentage of assets |
| [Alexander Wasiunec](https://find.wellspent.co/advisors/alexander-wasiunec.md) | Mendel Money Management | Northbrook, Illinois |   | Percentage of assets, Hourly, Fixed fees |
| [Aaron Izenstark](https://find.wellspent.co/advisors/aaron-izenstark.md) | IRON Financial | Northbrook, Illinois |   | Percentage of assets, Performance-based fees |
| [Michael Walther](https://find.wellspent.co/advisors/michael-walther.md) | Oak Wealth Advisors LLC | Northbrook, Illinois | CFA, CFP, CPA, MBA, CPWA | Percentage of assets, Fixed fees |
| [Paul Tromp](https://find.wellspent.co/advisors/paul-tromp.md) | Trifecta Capital Advisors | Northbrook, Illinois | CFP | Percentage of assets, Fixed fees |
| [Richard Lakin](https://find.wellspent.co/advisors/richard-lakin.md) | IRON Financial | Northbrook, Illinois |   | Percentage of assets, Performance-based fees |
| [Bradley Price](https://find.wellspent.co/advisors/bradley-price.md) | Moonstone Asset Management | Northbrook, Illinois |   | Percentage of assets |
| [Daniel Fisher](https://find.wellspent.co/advisors/daniel-fisher.md) | Fisher Financial Group | Northbrook, Illinois |   | Percentage of assets |
| [Debra Meyer](https://find.wellspent.co/advisors/debra-meyer.md) | Moonstone Asset Management | Northbrook, Illinois |   | Percentage of assets |
| [Karen Natkin](https://find.wellspent.co/advisors/karen-natkin.md) | Moonstone Asset Management | Northbrook, Illinois |   | Percentage of assets |
| [Jeffrey Berman](https://find.wellspent.co/advisors/jeffrey-berman.md) | Trifecta Capital Advisors | Northbrook, Illinois |   | Percentage of assets, Fixed fees |
| [Mark Johnson](https://find.wellspent.co/advisors/mark-johnson-5959479.md) | Dogwood Investment Advisors | Northbrook, Illinois |   | Percentage of assets, Hourly |
| [Susan Oleari](https://find.wellspent.co/advisors/susan-oleari.md) | Trifecta Capital Advisors | Northbrook, Illinois |   | Percentage of assets, Fixed fees |
| [Alexander Ross](https://find.wellspent.co/advisors/alexander-ross.md) | Main Street Investment Advisors | Northbrook, Illinois | CFP | Percentage of assets, Fixed fees |
| [Nano Younger](https://find.wellspent.co/advisors/nano-younger.md) | Arthur M. Cohen & Associates | Northbrook, Illinois | CFP | Percentage of assets, Hourly, Fixed fees |
| [Alan Loewy](https://find.wellspent.co/advisors/alan-loewy.md) | Avocet Capital Management | Northbrook, Illinois |   | Percentage of assets, Hourly |
| [Arthur Cohen](https://find.wellspent.co/advisors/arthur-cohen.md) | Arthur M. Cohen & Associates | Northbrook, Illinois |   | Percentage of assets, Hourly, Fixed fees |
| [Daniel Borstein](https://find.wellspent.co/advisors/daniel-borstein.md) | Boon Capital Advisors | Northbrook, Illinois |   | Percentage of assets |
| [Jeffrey Ross](https://find.wellspent.co/advisors/jeffrey-ross-405086.md) | Main Street Investment Advisors | Northbrook, Illinois |   | Percentage of assets, Fixed fees |
| [Peleg Halpern](https://find.wellspent.co/advisors/peleg-halpern.md) | North Star Wealth Management | Northbrook, Illinois |   | Percentage of assets |
| [Wayne Carr](https://find.wellspent.co/advisors/wayne-carr.md) | Main Street Investment Advisors | Northbrook, 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).
