Financial advisors for equity compensation in Illinois
Which financial advisor should I talk to about equity compensation in Illinois?
For equity compensation in Illinois, talk to a fee-only planner who models grants as part of the whole plan, not one who only manages the portfolio. The strongest fit pairs planning with tax depth, because most costly mistakes here are tax timing mistakes. Records to start with include Aditi Kapadia of Wealth IQ, Thomas Van Spankeren of RISE Investments and Robert Stoll of Financial Design Studio, Inc..
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Aditi Kapadia Wealth IQ, Springfield Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- Thomas Van Spankeren RISE Investments, Chicago Holds the CFP and CFA. Fees on file: percentage of assets.
- Robert Stoll Financial Design Studio, Inc., Deer Park Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
- Kelly Palmer The Wealthy Parent LLC, Chicago Holds the CFP and CFA. Fees on file: subscription, one-time planning fee.
- Richard Wimmer Meredith Wealth Planning, Maryville Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Garrett Chmiola Valeo Financial Advisors, Chicago Holds the CPA and CFP. Fees on file: flat fee or retainer, percentage of assets.
How many fee-only financial advisors in Illinois work on equity compensation?
The Wellspent public graph lists 49 fee-only advisors for equity compensation in Illinois, at 29 firms. We counted every advisor record that lists this work, as of November 2026.
Where are fee-only advisors for equity compensation in Illinois located?
Of the 49 fee-only advisors for equity compensation in Illinois, 23 are in Chicago, followed by 8 in Downers Grove and 5 in Northbrook.
Plus 9 in other cities.
How do fee-only advisors for equity compensation in Illinois charge?
The most common fee among fee-only advisors for equity compensation in Illinois is a percentage of assets, used by 84% of the 49 with fees on file. Many use more than one: 53% charge fixed fees and 33% 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 much does a one-time financial plan cost in Illinois?
A one-time financial plan from a fee-only firm in Illinois has a median price of $2,625. We found this across the published prices of 26 Illinois firms.
What credentials should a financial advisor for equity compensation have?
For equity compensation, look for the EA, CPA and CFP. In Illinois, 61% of the 49 advisors listed hold the CFP.
- EA2% in Illinois
- Enrolled agents are licensed to represent taxpayers, which matters for AMT and withholding gaps.
- CPA2% in Illinois
- CPAs bring the tax modeling that exercise and sale decisions depend on.
- CFP61% in Illinois
- The CFP covers the full plan the grants have to fit into.
- CFA24% in Illinois
- The CFA helps with concentrated stock and diversification.
How do Illinois advisors for equity compensation compare with the rest of the US?
53% of fee-only advisors for equity compensation in Illinois charge fixed fees, compared with 37% of the 1,349 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Illinois. Light bars are all US advisors for equity compensation.
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.
What happens to stock pay if you move to or from Illinois?
States often tax stock pay based on where you worked between grant and vesting, so a move to or from Illinois can split that income across states. Tell any advisor about moves during a vesting period.
What should I ask a financial advisor about equity compensation in Illinois?
- How many clients do you have with my type of equity (RSUs, ISOs, NSOs, or ESPP)?
- How will you handle the gap between the 22% federal withholding on vesting and my actual tax rate?
- If I hold ISOs, how do you model AMT before I exercise?
- What's your plan for reducing my company stock, and how would you time the sales?
- How will you plan for Illinois tax alongside federal tax?
- If I move before my grants vest, which states can tax them?
How current is this list of fee-only advisors for equity compensation in Illinois?
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 49 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Amy Rosenow Advice-only planning and financial education for women, families and entrepreneurs, from a former investment firm COO and angel investor. | Bold Vision Financial | Chicago | CFP, CFA | One-time planning fee, Hourly |
| Garrett Chmiola Valeo is an independent, fee-only financial advisory firm offering objective, independent guidance for one transparent fee | Valeo Financial Advisors | Chicago | CFP, CPA | Flat fee or retainer, Percentage of assets |
| Aditi Kapadia | Wealth IQ | Springfield | CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Jessica Merino | Merino Wealth Management | Chicago | CFP | Percentage of assets, Ongoing planning fee |
| Kelly Palmer Planning for millennial parents with equity compensation, through a series of meetings that bring structure and clarity to family finances. | The Wealthy Parent LLC | Chicago | CFP, CFA | Subscription, One-time planning fee |
| Robert Stoll | Financial Design Studio, Inc. | Deer Park | CFA, CFP | Percentage of assets, Ongoing planning fee |
| Stratton Harrison | Vita Wealth Management | Chicago | CFP, EA | Percentage of assets, Flat fee or retainer |
| Valerie Rivera | FirstGen Wealth | Chicago | CFP | Flat fee or retainer, Ongoing planning fee |
| Andy Baxley | Two Trails Financial Planning | Oak Park | CFP, MSFP | Ongoing planning fee, One-time planning fee |
| Brett Spencer | Impact Financial LLC | Chicago | CFP | Percentage of assets, Hourly |
| John Piershale | Piershale Wealth Management | Crystal Lake | CFP | Percentage of assets, Hourly |
| Emiramis Gjini | MyGen Planning | Chicago | CFP | Ongoing planning fee, One-time planning fee |
| Dave Grant You've worked hard to prepare for retirement. Retirement Matters will guide you through that transition and partner with you as you live out those dreams. | Retirement Matters, Inc. | Barrington | CFP | Percentage of assets, One-time planning fee |
| Max Novak Flat-fee. Fiduciary. Life-centered planning. | Novak Financial Partners | Carterville | CFP | Flat fee or retainer, Subscription |
| Mike Cattapan Affordable, objective advice-only planning for individuals and families at any stage of life or level of wealth. | Abundo Wealth | Chicago | Not listed | Subscription |
| Thomas Van Spankeren | RISE Investments | Chicago | CFP, CFA | Percentage of assets |
| Vincent DeCrow | RISE Investments | Chicago | CFP | Percentage of assets |
| Mark Meredith | Meredith Wealth Planning | Maryville | CFP | Flat fee or retainer, Ongoing planning fee |
| Richard Wimmer | Meredith Wealth Planning | Maryville | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Bradley Mendel | Mendel Money Management | Northbrook | CFP | 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 |
| John Burns | Factor Wealth Management | Chicago | CFP | Percentage of assets, Hourly |
| Julie Hupp | Vertex Planning Partners | Downers Grove | CFP | Percentage of assets, Fixed fees |
| Randolph Hardy | Factor Wealth Management | Chicago | CFP, CFA | Percentage of assets, Hourly |
| 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 |
| Timothy McGrath | Riverpoint Wealth Management | Chicago | CFP, ChFC | Percentage of assets, Fixed fees |
| Julia Zakarias | GenFi Family and Fiduciary Services | Chicago | CFP | Percentage of assets, Hourly |
| Alexander Lippitt | Lakewood Financial Group | Evanston | CFA | Percentage of assets |
| Barry Mendel | Mendel Money Management | Northbrook | CFA | Percentage of assets, Hourly |
| Jacob Bossert | Konza Global Wealth Group | Chicago | CFP, ChFC | Percentage of assets, Fixed fees |
| Kyle McGrath | Riverpoint Wealth Management | Chicago | CFA | Percentage of assets, Fixed fees |
| Mark Burka | Mendel Money Management | Northbrook | CFA | Percentage of assets, Hourly |
| Paul Merrick | Riverpoint Wealth Management | Chicago | CFA | Percentage of assets, Fixed fees |
| Marcos Murillo We build custom, comprehensive plans, so you can live retirement boldly on your terms. | Vantage Point Financial | Lisle | Not listed | Percentage of assets |
| Todd Gambit | Gambit Asset Management | Northbrook | CFP | Percentage of assets |
| Tony Escobar Purpose-based financial planning for your business and personal needs. | Exponent Group | Morton | Not listed | One-time planning fee, Percentage of assets |
| Alexander Wasiunec | Mendel Money Management | Northbrook | Not listed | Percentage of assets, Hourly |
| Brett Grossman | Factor Wealth Management | Chicago | Not listed | Percentage of assets, Hourly |
| Christopher Huston | Vertex Planning Partners | Downers Grove | Not listed | Percentage of assets, Fixed fees |
| Elena Sargent | Factor Wealth Management | Chicago | Not listed | Percentage of assets, Hourly |
| Igor Yukhvidin | Vertex Planning Partners | Downers Grove | Not listed | Percentage of assets, Fixed fees |
| Noah Shidlofsky | Riverpoint Wealth Management | Chicago | Not listed | Percentage of assets, Fixed fees |
| Ryan Bellis | Vertex Planning Partners | Downers Grove | Not listed | Percentage of assets, Fixed fees |
| Ryan Robertson | Factor Wealth Management | Chicago | Not listed | Percentage of assets, Hourly |
| Yoo Chung Chang | Upstart Wealth Management | Chicago | Not listed | Percentage of assets, Ongoing planning fee |
| Matthew Komer | Kera Capital | Mokena | Not listed | Percentage of assets, Hourly |
| Griffin Leahy Can handle all of your financial needs from banking, investments, mortgages, to estate planning. | Not listed | Evanston | Not listed | Percentage of assets |
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