Financial advisors for founders in Illinois

Which financial advisor should I talk to as a founder in Illinois?

For founders in Illinois, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Robert Riedl of Endowment Wealth Management, Inc., Charles Horonzy of Focused Up Financial, LLC and Thomas Van Spankeren of RISE Investments.

How many fee-only financial advisors in Illinois work with founders?

The Wellspent public graph lists 113 fee-only advisors for founders in Illinois, at 51 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for founders in Illinois charge?

The most common fee among fee-only advisors for founders in Illinois is a percentage of assets, used by 84% of the 113 with fees on file. Many use more than one: 47% charge fixed fees and 25% 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.

See every fee-only advisor fee in Illinois

What credentials should a financial advisor for founders have?

For founders, look for the CPA, CFP and CFA. In Illinois, 42% of the 113 advisors listed hold the CFP.

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 as a founder in Illinois?

1. How many clients have you taken through an exit, and at what size?
2. How would you check whether my shares qualify for QSBS?
3. What should I do before a term sheet that I can't do after?
4. How would you invest the proceeds in the first year?
5. How will you plan for Illinois tax alongside federal tax?
6. If I move before my grants vest, which states can tax them?

How current is this list of fee-only advisors for founders 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.