W Wellspent
Wellspent public graph/Specialties/Family wealth transfer/Illinois

Financial advisors for family wealth transfer in Illinois

All 122 advisors

Fee-only advisors for family wealth transfer in Illinois: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Frederick Kort Cura Wealth Partners Chicago CFP Percentage of assets, Hourly
James Langer Wavvest Chicago CFA Percentage of assets
James Richter Monotelo Wealth Partners Elgin CFP Ongoing planning fee
Katie Reichart Doyenne Wealth Advisors 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
Michael McNitt Highview Capital Management Buffalo Grove CFP Percentage of assets
Nicklaus Streit Highview Capital Management Buffalo Grove CFP Percentage of assets
Ryan Vance Pendulum Partners Itasca CFA Percentage of assets, Fixed fees
Sarah Pierce Watershed Private Wealth Oak Brook Not listed 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
Brett Grossman Factor Wealth Management Chicago Not listed Percentage of assets, Hourly
Caleb Smoes LifeWise Wealth Advisors Champaign Not listed Flat fee or retainer
Christopher Huston Vertex Planning Partners Downers Grove Not listed Percentage of assets, Fixed fees
Daniel Howard Zuckerman Investment Group Chicago CFP Percentage of assets
Daniel Witherspoon LifeWise Wealth Advisors Champaign Not listed Flat fee or retainer
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
John Vanderburgh LifeWise Wealth Advisors Champaign Not listed Flat fee or retainer
Lindsey Johns Zuckerman Investment Group Chicago CFP Percentage of assets
Michael Mahoney Cypress Asset Management Peoria Heights CFP 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
Aaron Izenstark IRON Financial Northbrook Not listed Percentage of assets, Performance-based fees
Alison Brandt Pendulum Partners Itasca Not listed Percentage of assets, Fixed fees
Andrew Farinelli Wavvest Chicago Not listed Percentage of assets
Brendan King Wavvest Chicago Not listed Percentage of assets
Brian Vogler Highview Capital Management Buffalo Grove CFA Percentage of assets
Colleen Nesslar Pendulum Partners Itasca Not listed Percentage of assets, Fixed fees
Donald McLaughlin McLaughlin Asset Management Danville Not listed Percentage of assets, Fixed fees
Gerald Howell Arlington Wealth Management Arlington Heights Not listed Percentage of assets, Fixed fees
Ian Dillow Dillow Wealth Management Oak Brook Not listed Percentage of assets, Fixed fees
Jacob Beck Doyenne Wealth Advisors Chicago Not listed Percentage of assets, Fixed fees
John Hollahan Arlington Wealth Management Arlington Heights Not listed Percentage of assets, Fixed fees
Johnny Jones Atlatl Advisers Chicago Not listed Percentage of assets, Hourly
Joseph Lopresti Arlington Wealth Management Arlington Heights Not listed Percentage of assets, Fixed fees
Krzysztof Garlewicz ProsperiFi Des Plaines CFP Percentage of assets, Hourly
Mark Sansoterra Highview Capital Management Buffalo Grove CFA Percentage of assets
Matthew Komer Kera Capital Mokena Not listed Percentage of assets, Hourly
Matthew Szafranski Chesley, Taft & Associates Chicago CFP, CFA Percentage of assets, Fixed fees
Osman Arain Evansbrook Capital Management Bolingbrook CFA Percentage of assets
Richard Lakin IRON Financial Northbrook Not listed Percentage of assets, Performance-based fees
Ryan McLaughlin McLaughlin Asset Management Danville Not listed Percentage of assets, Fixed fees
Shawn Kennedy Pendulum Partners Itasca Not listed Percentage of assets, Fixed fees
Sinon Bennett Wavvest Chicago Not listed Percentage of assets
Suzanne Wetzel Doyenne Wealth Advisors Chicago Not listed Percentage of assets, Fixed fees
Taylor Champion Chesley, Taft & Associates Chicago CFP, CFA Percentage of assets, Fixed fees
Thomas Parker Pendulum Partners Itasca Not listed Percentage of assets, Fixed fees
Trevor Johnson Dream Weaver Financial Planning Richmond Not listed Percentage of assets, Hourly
Daniel Zuckerman Zuckerman Investment Group Chicago CFA Percentage of assets