# Financial advisors for family wealth transfer in Chicago, Illinois > For family wealth transfer in Chicago, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Garrett Chmiola of Valeo Financial Advisors, Robert Riedl of Endowment Wealth Management, Inc. and Vincent DeCrow of RISE Investments. Page: https://find.wellspent.co/specialties/family-wealth-transfer/illinois/chicago/ 54 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about passing wealth to the next generation in Chicago? For family wealth transfer in Chicago, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Garrett Chmiola of Valeo Financial Advisors, Robert Riedl of Endowment Wealth Management, Inc. and Vincent DeCrow of RISE Investments. - [Garrett Chmiola](https://find.wellspent.co/advisors/garrett-chmiola/), Valeo Financial Advisors, Chicago City. Holds the CFP and CPA. Fees on file: flat fee or retainer, percentage of assets. - [Robert Riedl](https://find.wellspent.co/advisors/robert-riedl/), Endowment Wealth Management, Inc., Chicago City. Holds the CFP and CPA. Fees on file: percentage of assets. - [Vincent DeCrow](https://find.wellspent.co/advisors/vincent-decrow/), RISE Investments, Chicago City. Holds the CFP. Fees on file: percentage of assets. - [David Maley](https://find.wellspent.co/advisors/david-maley/), 1102 Partners, Chicago City. Holds the CFP. Fees on file: percentage of assets. - [Valerie Rivera](https://find.wellspent.co/advisors/valerie-rivera/), FirstGen Wealth, Chicago City. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Katherine Donaldson](https://find.wellspent.co/advisors/katherine-donaldson/), Doyenne Wealth Advisors, Chicago City. Holds the CFP. Fees on file: percentage of assets, fixed fees. ## How many fee-only financial advisors in Chicago work on family wealth transfer? The Wellspent public graph lists 54 fee-only advisors for family wealth transfer in Chicago, at 18 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for family wealth transfer in Chicago charge? The most common fee among fee-only advisors for family wealth transfer in Chicago is a percentage of assets, used by 98% of the 54 with fees on file. Many use more than one: 59% charge fixed fees and 20% charge by the hour. ## How much do fee-only financial advisors charge in Chicago? Fee-only financial advisors in Chicago charge a median of $7,800 a year for ongoing planning. We found this across the published prices of 14 Chicago firms. ## How much does a one-time financial plan cost in Chicago? A one-time financial plan from a fee-only firm in Chicago has a median price of $1,500. We found this across the published prices of 10 Chicago firms. ## What credentials should a financial advisor for family wealth transfer have? For family wealth transfer, look for the CFP and CPA. In Chicago, 46% of the 54 advisors listed hold the CFP. - CFP (46% of advisors listed): The CFP covers gifting, trusts, and the wider plan. - CPA (4% of advisors listed): CPAs handle gift tax returns and estate calculations. ## How do Chicago advisors for family wealth transfer compare with the rest of the US? 20% of fee-only advisors for family wealth transfer in Chicago charge by the hour, compared with 43% of the 3,385 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Illinois have an estate tax? Yes. Illinois has its own estate tax, separate from the federal one, and its threshold can be lower. ## What should I ask a financial advisor about passing wealth to the next generation in Chicago? - How do you involve the next generation, and when? - What would you gift now, and what would you hold until death? - How do you work with our attorney and accountant? - What happens to the relationship when the first generation is gone? - How would you plan for Illinois's estate tax as well as the federal one? ## How current is this list of fee-only advisors for family wealth transfer in Chicago? 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 | |---|---|---|---|---| | [Garrett Chmiola](https://find.wellspent.co/advisors/garrett-chmiola.md) | Valeo Financial Advisors | Chicago, Illinois | CFP, CPA | Flat fee or retainer, Percentage of assets | | [Valerie Rivera](https://find.wellspent.co/advisors/valerie-rivera.md) | FirstGen Wealth | Chicago, Illinois | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Robert Riedl](https://find.wellspent.co/advisors/robert-riedl.md) | Endowment Wealth Management, Inc. | Chicago, Illinois | AWMA, BS, CFA, CFP, CPA, MBA | Percentage of assets | | [Thomas Van Spankeren](https://find.wellspent.co/advisors/thomas-van-spankeren.md) | RISE Investments | Chicago, Illinois | CFP, CFA | Percentage of assets | | [Vincent DeCrow](https://find.wellspent.co/advisors/vincent-decrow.md) | RISE Investments | Chicago, Illinois | CFP | Percentage of assets | | [John Burns](https://find.wellspent.co/advisors/john-burns.md) | Factor Wealth Management | Chicago, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Randolph Hardy](https://find.wellspent.co/advisors/randolph-hardy.md) | Factor Wealth Management | Chicago, Illinois | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Timothy McGrath](https://find.wellspent.co/advisors/timothy-mcgrath.md) | Riverpoint Wealth Management | Chicago, Illinois | CFP, ChFC | Percentage of assets, Fixed fees | | [Alyssa Schuster](https://find.wellspent.co/advisors/alyssa-schuster.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFP | Percentage of assets, Fixed fees | | [Anne Petty](https://find.wellspent.co/advisors/anne-petty.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFP | Percentage of assets, Fixed fees | | [David Maley](https://find.wellspent.co/advisors/david-maley.md) | 1102 Partners | Chicago, Illinois | CFP | Percentage of assets | | [Katherine Donaldson](https://find.wellspent.co/advisors/katherine-donaldson.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFP | Percentage of assets, Fixed fees | | [Kelsey Spresser](https://find.wellspent.co/advisors/kelsey-spresser.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFP | Percentage of assets, Fixed fees | | [Kristin Balon](https://find.wellspent.co/advisors/kristin-balon.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFP | Percentage of assets, Fixed fees | | [Mary Allvine](https://find.wellspent.co/advisors/mary-allvine.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFP | Percentage of assets, Fixed fees | | [Maureen Miller](https://find.wellspent.co/advisors/maureen-miller.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFP | Percentage of assets, Fixed fees | | [Phoebe Stefani](https://find.wellspent.co/advisors/phoebe-stefani.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFP | Percentage of assets, Fixed fees | | [Tesa Williamson](https://find.wellspent.co/advisors/tesa-williamson.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFP | Percentage of assets, Fixed fees | | [Vinnie Maliakkal](https://find.wellspent.co/advisors/vinnie-maliakkal.md) | Wavvest | Chicago, Illinois | CFP | Percentage of assets | | [Kyle McGrath](https://find.wellspent.co/advisors/kyle-mcgrath.md) | Riverpoint Wealth Management | Chicago, Illinois | CFA | Percentage of assets, Fixed fees | | [Margaret Quinn](https://find.wellspent.co/advisors/margaret-quinn.md) | Paradigm Wealth Management | Chicago, Illinois | CFP | Percentage of assets, Hourly | | [Montaser Takrouri](https://find.wellspent.co/advisors/montaser-takrouri.md) | Azzad Asset Management | Chicago , Illinois | | Percentage of assets | | [Paul Merrick](https://find.wellspent.co/advisors/paul-merrick.md) | Riverpoint Wealth Management | Chicago, Illinois | CFA | Percentage of assets, Fixed fees | | [Frederick Kort](https://find.wellspent.co/advisors/frederick-kort.md) | Cura Wealth Partners | Chicago, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [James Langer](https://find.wellspent.co/advisors/james-langer.md) | Wavvest | Chicago, Illinois | CFA | Percentage of assets | | [Katie Reichart](https://find.wellspent.co/advisors/katie-reichart.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFA | Percentage of assets, Fixed fees | | [Brett Grossman](https://find.wellspent.co/advisors/brett-grossman.md) | Factor Wealth Management | Chicago, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Daniel Howard](https://find.wellspent.co/advisors/daniel-howard.md) | Zuckerman Investment Group | Chicago, Illinois | CFP | Percentage of assets | | [Elena Sargent](https://find.wellspent.co/advisors/elena-sargent.md) | Factor Wealth Management | Chicago, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Lindsey Johns](https://find.wellspent.co/advisors/lindsey-johns.md) | Zuckerman Investment Group | Chicago, Illinois | CFP | Percentage of assets | | [Noah Shidlofsky](https://find.wellspent.co/advisors/noah-shidlofsky.md) | Riverpoint Wealth Management | Chicago, Illinois | | Percentage of assets, Fixed fees | | [Ryan Robertson](https://find.wellspent.co/advisors/ryan-robertson.md) | Factor Wealth Management | Chicago, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Andrew Farinelli](https://find.wellspent.co/advisors/andrew-farinelli.md) | Wavvest | Chicago, Illinois | | Percentage of assets | | [Brendan King](https://find.wellspent.co/advisors/brendan-king.md) | Wavvest | Chicago, Illinois | | Percentage of assets | | [Jacob Beck](https://find.wellspent.co/advisors/jacob-beck.md) | Doyenne Wealth Advisors | Chicago, Illinois | | Percentage of assets, Fixed fees | | [Johnny Jones](https://find.wellspent.co/advisors/johnny-jones.md) | Atlatl Advisers | Chicago, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Matthew Szafranski](https://find.wellspent.co/advisors/matthew-szafranski.md) | Chesley, Taft & Associates | Chicago, Illinois | CFP, CFA | Percentage of assets, Fixed fees | | [Sinon Bennett](https://find.wellspent.co/advisors/sinon-bennett.md) | Wavvest | Chicago, Illinois | | Percentage of assets | | [Suzanne Wetzel](https://find.wellspent.co/advisors/suzanne-wetzel.md) | Doyenne Wealth Advisors | Chicago, Illinois | | Percentage of assets, Fixed fees | | [Taylor Champion](https://find.wellspent.co/advisors/taylor-champion.md) | Chesley, Taft & Associates | Chicago, Illinois | CFP, CFA | Percentage of assets, Fixed fees | | [Daniel Zuckerman](https://find.wellspent.co/advisors/daniel-zuckerman.md) | Zuckerman Investment Group | Chicago, Illinois | CFA | Percentage of assets | | [Joseph Shea](https://find.wellspent.co/advisors/joseph-shea.md) | Horizon Family Wealth | Chicago, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Keith Schicker](https://find.wellspent.co/advisors/keith-schicker.md) | Zuckerman Investment Group | Chicago, Illinois | CFA | Percentage of assets | | [Parker Taylor](https://find.wellspent.co/advisors/parker-taylor.md) | Paradigm Wealth Management | Chicago, Illinois | | Percentage of assets, Hourly | | [Sharese Abbadessa](https://find.wellspent.co/advisors/sharese-abbadessa.md) | Horizon Family Wealth | Chicago, Illinois | | Percentage of assets, Hourly, Fixed fees | | [Beth Smyth](https://find.wellspent.co/advisors/beth-smyth.md) | MWS Capital Consultants | Chicago, Illinois | | Percentage of assets | | [Brian Zavalkoff](https://find.wellspent.co/advisors/brian-zavalkoff.md) | Chesley, Taft & Associates | Chicago, Illinois | CFA | Percentage of assets, Fixed fees | | [Joan Giardina](https://find.wellspent.co/advisors/joan-giardina.md) | Chesley, Taft & Associates | Chicago, Illinois | CFA | Percentage of assets, Fixed fees | | [Michael Stoffregen](https://find.wellspent.co/advisors/michael-stoffregen.md) | Chesley, Taft & Associates | Chicago, Illinois | CFA | Percentage of assets, Fixed fees | | [Ryan Hartung](https://find.wellspent.co/advisors/ryan-hartung.md) | MWS Capital Consultants | Chicago, Illinois | | Percentage of assets | Showing the first 50 of 54. The full list, page by page: https://find.wellspent.co/specialties/family-wealth-transfer/illinois/chicago/?page=2 ## Related - [Tax planning in Chicago](https://find.wellspent.co/specialties/tax-planning/illinois/chicago.md) - [Retirement planning in Chicago](https://find.wellspent.co/specialties/retirement-planning/illinois/chicago.md) - [Estate planning in Chicago](https://find.wellspent.co/specialties/estate-planning/illinois/chicago.md) - [Founders in Chicago](https://find.wellspent.co/specialties/founders-pre-exit/illinois/chicago.md) ## 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).