Financial advisors for tax planning in Illinois
Which financial advisor should I talk to about tax planning in Illinois?
For tax planning in Illinois, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Kerry Prazak of The Mather Group, Timothy Quinn of Quinn Financial Planning, LLC and Elizabeth Geiser of Timothy Financial Counsel, Inc..
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Kerry Prazak The Mather Group, Chicago Holds the EA, CPA and CFP. Fees on file: percentage of assets, hourly.
- Timothy Quinn Quinn Financial Planning, LLC, Orland Park Holds the CPA and CFP. Fees on file: percentage of assets.
- Elizabeth Geiser Timothy Financial Counsel, Inc., Wheaton Holds the CPA and CFP. Fees on file: hourly.
- Renee Collins Retire Ready Inc., Olympia Fields Holds the CPA and CFP. Fees on file: one-time planning fee, ongoing planning fee.
- Charles Horonzy Focused Up Financial, LLC, La Grange Holds the CPA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Rorik Larson Essential Financial Strategies, Palos Heights Holds the EA and CFP. Fees on file: ongoing planning fee, one-time planning fee.
How many fee-only financial advisors in Illinois work on tax planning?
The Wellspent public graph lists 207 fee-only advisors for tax planning in Illinois, at 113 firms. We counted every advisor record that lists this work, as of November 2026.
Where are fee-only advisors for tax planning in Illinois located?
Of the 207 fee-only advisors for tax planning in Illinois, 65 are in Chicago, followed by 11 in Springfield and 10 in Oak Brook.
Plus 103 in other cities.
How do fee-only advisors for tax planning in Illinois charge?
The most common fee among fee-only advisors for tax planning in Illinois is a percentage of assets, used by 79% of the 207 with fees on file. Many use more than one: 45% 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 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 tax planning have?
For tax planning, look for the EA, CPA and CFP. In Illinois, 55% of the 207 advisors listed hold the CFP.
- EA2% in Illinois
- Enrolled agents are licensed by the IRS and focus on tax.
- CPA6% in Illinois
- CPAs bring broad tax and accounting depth.
- CFP55% in Illinois
- The CFP connects tax decisions to the rest of the plan.
How do Illinois advisors for tax planning compare with the rest of the US?
30% of fee-only advisors for tax planning in Illinois charge by the hour, compared with 41% of the 5,860 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 tax planning.
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 should I ask a financial advisor about tax planning in Illinois?
- Do you prepare my return, or coordinate with my preparer?
- Will you give me a written multi-year tax projection?
- What tax decisions would you want to make with me before year end?
- How do you weigh tax savings against investment risk?
- How will you plan for Illinois tax alongside federal tax?
How current is this list of fee-only advisors for tax planning 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 207 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 |
| Aditi Kapadia | Wealth IQ | Springfield | CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Andrea Oliver | One Wild Life Advisors, LLC | Chicago | CFP | Flat fee or retainer, One-time planning fee |
| Charles Horonzy | Focused Up Financial, LLC | La Grange | CFP, CPA | Percentage of assets, Ongoing planning fee |
| Ivan Havrylyan | Outside The Box Financial Planning, LLC | Wheeling | CFP | One-time planning fee |
| Jacquelin Liautaud | One Wild Life Advisors, LLC | Chicago | CFP | Flat fee or retainer, 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 |
| Patrick Bourbon Objective, holistic planning for U.S. residents and cross-border families navigating tax and regulatory rules in more than one country. | Bourbon Financial Management | Chicago | CFA, CFP, MSEE, MSFS | Subscription |
| Patti Hughes | Lake Life Wealth Advisory Group LLC | Chicago | CFP, CPA | Ongoing planning fee |
| Renee Collins | Retire Ready Inc. | Olympia Fields | CFP, CPA, AFC | One-time planning fee, Ongoing 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 |
| Tim Carpenter | Rhodo Wealth Management | Geneva | CFP | One-time planning fee, Percentage of assets |
| Valerie Rivera | FirstGen Wealth | Chicago | CFP | Flat fee or retainer, Ongoing planning fee |
| Allison Meers | Pebble Valley Wealth Management | Western Springs | CFP, CFA | Percentage of assets, Flat fee or retainer |
| Arun Soni | Avenue 90 Financial | Chicago | CFA, CFP | Percentage of assets, Hourly |
| Dan Wood | Zimmerman Wealth Management, LLC | Evanston | CFA, CFP | Percentage of assets, Fixed fees |
| Elizabeth Geiser | Timothy Financial Counsel, Inc. | Wheaton | CFA, CFP, CPA, BS | Hourly |
| JoAnn May | Forest Asset Management LLC | Riverside | CFP, CPA/PFS, MBA, CPA | Percentage of assets, Hourly |
| Kerry Prazak | The Mather Group | Chicago | CFP, CRPC, MBA, RFC | Percentage of assets, Hourly |
| Linda Rapisardo Flat-fee, advice-only planning for first-generation professionals in their 30s and 40s who never got a financial roadmap. | Canela Wealth LLC | Riverside | CFP | Subscription, One-time planning fee |
| Luke Van de Loo | Sullivan Mermel, Inc. | Chicago | CFP, CPA, MA | 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 |
| Rorik Larson | Essential Financial Strategies | Palos Heights | CFP, EA, MBA | Ongoing planning fee, One-time planning fee |
| Barry Federici | Family First Wealth Management, LLC | Sycamore | CFP, CPA, JD | Percentage of assets, Hourly |
| Emiramis Gjini | MyGen Planning | Chicago | CFP | Ongoing planning fee, One-time planning fee |
| Erik Barnes | Retirement Portfolio Partners | Warrenville | CFP | Flat fee or retainer |
| G. Martin Poole | HFH Planning Inc | 283 Nautical Way | ADPA, CFP, RFC, MBA | Percentage of assets, Hourly |
| Lawrence Pershing | Optimum Retirement Planning | Lisle | CFP, Retirement Management Advisor | Flat fee or retainer |
| Mantas Tautkus | MT Financial Planning, Inc. | Lake Barrington | CFP, CRPC, EA | One-time planning fee, Hourly |
| 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 |
| Nathan Eads | Moller Wealth Partners | Chicago | CFP | Percentage of assets, Fixed fees |
| Sheila Padden | Padden Financial Planning, LLC | Chicago | CFP, CPA/PFS | Ongoing planning fee |
| Timothy Quinn | Quinn Financial Planning, LLC | Orland Park | CFP, CPA/PFS | Percentage of assets |
| Brian Rhoads Advice-only planning for DIY investors and validators: an initial plan, then hourly support at personal checkpoints as needed. | Checkpoint Financial Planning | Highland Park | CFA, EA | One-time planning fee, Hourly |
| Daniel Peters | Prism Planning Partners | Libertyville | CFP | One-time planning fee |
| Elizabeth Buffardi | Crescendo Financial Planners, Inc. | Oak Brook | CFP, CPA | Ongoing planning fee |
| James Nash | Clark Wealth Partners | O'Fallon | CFP, ChFC | Percentage of assets, Fixed fees |
| Janice Hennessy | ShankerValleau Wealth Advisors, Inc. | Skokie | CFP, CPA, MBA, MSFP | Percentage of assets |
| Lisa Bayer | Opus Financial Solutions LLC | Downers Grove | CFP, CFA | Percentage of assets, Hourly |
| Michael Clark | Clark Wealth Partners | O'Fallon | CFP | Percentage of assets, Fixed fees |
| Nicole Sullivan | Prism Planning Partners | Libertyville | CFP | One-time planning fee |
| Thomas Van Spankeren | RISE Investments | Chicago | CFP, CFA | Percentage of assets |
| Vincent DeCrow | RISE Investments | Chicago | CFP | Percentage of assets |
| Christopher Jones | Azalea Wealth Management | Glen Ellyn | CFP | Percentage of assets, Ongoing planning fee |
| Joshi Koneru | Watershed Private Wealth | Oak Brook | CFP | Percentage of assets |
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