Fee-only financial advisors in Northbrook, Illinois
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Mike Walther Ii Oak Wealth Advisors, LLC Holds the CFP, CFA and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Timothy Ziemba IRON Financial Holds the CFP and CFA. Fees on file: percentage of assets, performance-based fees.
- Todd Gambit Gambit Asset Management Holds the CFP. Fees on file: percentage of assets.
- Joshua Mangoubi Considerate Capital Holds the CFA. Fees on file: percentage of assets, ongoing planning fee.
- Barry Mendel Mendel Money Management Holds the CFA. Fees on file: percentage of assets, hourly.
- Alexander Ross Main Street Investment Advisors Holds the CFP. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 27
- Firms
- 15
- Hold the CFP
- 30%
- Other credentials: CFA 22% · CPA 7%
- How they charge (of 27 with fees on file): percentage of assets 100% · fixed fees 48% · hourly 30% · performance-based fees 11%
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 Northbrook by what you need
Find an advisor in Illinois by fee, assets, or credential
Questions about fee-only advisors in Northbrook
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.
All 27 advisors in Northbrook
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Mike Walther Ii | Oak Wealth Advisors, LLC | Northbrook | CFP, CFA, CPA, MBA | Percentage of assets, Ongoing planning fee |
| Bradley Mendel | Mendel Money Management | Northbrook | CFP | Percentage of assets, Hourly |
| Timothy Ziemba | IRON Financial | Northbrook | CFP, CFA | Percentage of assets, Performance-based fees |
| Barry Mendel | Mendel Money Management | Northbrook | CFA | Percentage of assets, Hourly |
| Joshua Mangoubi | Considerate Capital | Northbrook | CFA | Percentage of assets, Ongoing planning fee |
| Mark Burka | Mendel Money Management | Northbrook | CFA | Percentage of assets, Hourly |
| Todd Gambit | Gambit Asset Management | Northbrook | CFP | Percentage of assets |
| Alexander Wasiunec | Mendel Money Management | Northbrook | Not listed | Percentage of assets, Hourly |
| Aaron Izenstark | IRON Financial | Northbrook | Not listed | Percentage of assets, Performance-based fees |
| Michael Walther | Oak Wealth Advisors LLC | Northbrook | CFA, CFP, CPA, MBA | Percentage of assets, Fixed fees |
| Paul Tromp | Trifecta Capital Advisors | Northbrook | CFP | Percentage of assets, Fixed fees |
| Richard Lakin | IRON Financial | Northbrook | Not listed | Percentage of assets, Performance-based fees |
| Bradley Price | Moonstone Asset Management | Northbrook | Not listed | Percentage of assets |
| Daniel Fisher | Fisher Financial Group | Northbrook | Not listed | Percentage of assets |
| Debra Meyer | Moonstone Asset Management | Northbrook | Not listed | Percentage of assets |
| Karen Natkin | Moonstone Asset Management | Northbrook | Not listed | Percentage of assets |
| Jeffrey Berman | Trifecta Capital Advisors | Northbrook | Not listed | Percentage of assets, Fixed fees |
| Mark Johnson | Dogwood Investment Advisors | Northbrook | Not listed | Percentage of assets, Hourly |
| Susan Oleari | Trifecta Capital Advisors | Northbrook | Not listed | Percentage of assets, Fixed fees |
| Alexander Ross | Main Street Investment Advisors | Northbrook | CFP | Percentage of assets, Fixed fees |
| Nano Younger | Arthur M. Cohen & Associates | Northbrook | CFP | Percentage of assets, Hourly |
| Alan Loewy | Avocet Capital Management | Northbrook | Not listed | Percentage of assets, Hourly |
| Arthur Cohen | Arthur M. Cohen & Associates | Northbrook | Not listed | Percentage of assets, Hourly |
| Daniel Borstein | Boon Capital Advisors | Northbrook | Not listed | Percentage of assets |
| Jeffrey Ross | Main Street Investment Advisors | Northbrook | Not listed | Percentage of assets, Fixed fees |
| Peleg Halpern | North Star Wealth Management | Northbrook | Not listed | Percentage of assets |
| Wayne Carr | Main Street Investment Advisors | Northbrook | Not listed | Percentage of assets, Fixed fees |
Want a shorter list in Northbrook?
Tell us what you need and we'll narrow Northbrook's 27 advisors to the few who fit.
Get matched in 2 minutes