Fee-Only Financial Planners in:
Illinois

These Illinois Fee-Only financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management, and all areas of financial planning. All financial planners listed are members of The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

Illinois Financial Planners

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NAPFA members are not all alike. Though they adhere to the same key principles, they are each independent advisors who serve their clients differently. Use this document to understand the differences in forms of compensation and level of service that will be provided. Learn More...

Brian Thompson, CFP®, JD
Brian Thompson Financial LLC
Chicago IL
Fee-Only Financial Planner serving the Chicago, IL area.
Henry Gorecki, CFP®
HG Wealth Management
Chicago IL
Fee-Only Financial Planner serving the Chicago, IL area.
David Theis, CFP®
Fee-Only Financial Advisors, Ltd.
Palatine IL
Fee-Only Financial Planner Serving North West Suburbs of Chicago
John Wimbiscus, CFP®, MBA
Trinity Financial Advisors
Chicago IL
Fee Only Financial Planner Located in Chicago, IL and Serving Clients Nationwide
Patrick Sweeney, CFP®, CPA
Patrick M Sweeney & Assoc., Inc
Barrington IL
Fee-Only Financial Planner located in NW Chicago and serving clients across the country
Jon Aldrich, CFP®, CPA
Focus Financial Advisors
Rockford IL
Fee Only Financial Planner Located in Rockford, IL and Serving Clients Nationwide
Daniel Toledo, CFP®
Chicago Partners Wealth Advisors LLC
Chicago IL, Evanston IL
Fee-Only Financial Planner focused on serving the North Shore and Chicago, IL along with clients nationwide.
John Davis, CFP®
Mentor Capital Management Inc.
Elmhurst IL
Fee Only Financial Planner Located in Elmhurst, IL and Serving Clients Nationwide
Grant Moore, MBA, CFP®, CRPC®, AIF®, CRPS®
SAVANT Capital Management
Rockford IL, Freeport IL, Geneva IL, Madison WI, Hoffman Estates IL
Craig Larsen, CFP®, ChFC®
AHC Advisors, Inc.
St. Charles IL, Des Moines IA, Des Moines IA
Fee-Only Financial Advisor serving the St. Charles and Des Moines, IA.
Bridget Mermel, CFP®, CPA, MA
Sullivan Mermel, Inc.
Chicago IL
Fee Only Financial Planner Located in Chicago, IL and Serving Clients Nationwide
Donald Duncan, CFP®, CFA®, CPA, PFS
D3 Financial Counselors, LLC
Chicago IL, Downer NM, Santa Fe NM
Fee Only Financial Planner Serving the Entire Chicago, IL Area, Santa Fe, New Mexico and select Clients Nationwide
Cicily Maton, CFP®, CeFT®
The Planning Center
Chicago IL
Build Confidence In Your Financial Future. Serving clients regardless of location, with offices throughout the United States.
Jeffrey Smith, CFP®, CFA, MBA
North Shore Investment Consulting, LLC
Wilmette IL, Chicago IL
Fee Only Financial Planner Located in Chicago (Wilmette), IL and Serving The Entire Chicago, IL Area
Anjali Jariwala, CFP®, CPA
FIT Advisors
Chicago IL
Fee-Only Financial Planner serving young professionals, physicians, and business owners in Chicago and across the country.
Andrew Sivertsen, CFP®
The Planning Center, Inc.
Coralville IA, Moline IL
Build Confidence In Your Financial Future. Serving clients regardless of location, with offices throughout the United States.
David Grant, CFP®
Retirement Matters
Barrington IL
Fee-Only Financial Planner serving pre-retirees in Illinois.
Adam Glassberg, CFP®, CIMA®
D3 Financial Counselors, LLC
Downers Grove IL, Chicago IL, Chicago IL
Fee-Only Financial Planner Serving the Greater Chicago, IL Area
Jeff Dvorak, CFP®
4D Financial Advisors, LLC
Naperville IL
Fee Only Financial Planner Located in Naperville, IL and Serving Clients Nationwide
Jeffrey Kostis, CFP®, CPA/PFS, CDFA™
JK Financial Planning, Inc.
Vernon Hills IL, Chicago IL
Fee-Only Financial Advisor serving Chicago and northwest suburbs with offices in Chicago and Vernon Hills
Mark Gilbert, CPA/PFS, MBA
Reason Financial Advisors, Inc.
Naperville IL, Northbrook IL
Fee-Only Financial Advisor located near Chicago with offices in Northbrook and Naperville, serving Cook, Lake & DuPage counties in Illinois and clients across the country
Patrick Doland, CFP®, MBA, AIF®
Reason Financial Advisors, Inc.
Naperville IL, Northbrook IL
Fee-Only Financial Advisor serving Cook, Lake & DuPage counties in Illinois.
Elizabeth Buffardi, CFP®, CPA
Crescendo Financial Planners, Inc.
Oak Brook IL
Fee-Only Financial Planner serving the Oak Brook, IL area.
Joseph Smith, CPA/PFS, JD, AEP®
JAS Financial Services, LLC
Evanston IL, Northbrook IL, Chicago IL, Wilmette IL, Deerfield IL
Fee-Only Financial Advisor serving the Chicago, IL area
William Keffer, CFP®, CLU®, ChFC®
Keffer Financial Planning
Wheaton IL, Chicago IL
Fee-Only Financial Advisor serving Wheaton, IL area.
Sean Sebold, CFP®, CFA®
Sebold Capital Management Inc.
Naperville IL
Fee Only Financial Planner Located in Naperville, IL and Serving Clients Nationwide
David Wilder, CFP®, CTFA, MST, CEPA, AIF®
Total Wealth Planning
Cincinnati OH, Chicago IL, Naperville IL
Fee Only Financial Planner Located in Cincinnati, OH and Serving Clients Nationwide
Wesley Kotys, CFP®, AAMS®
Kotys Wealth Professionals
Valparaiso IN, Chesterton IN, Crown Point IN, Michigan City IN, Portage IN, South Bend IN, Porter IN, Kouts IN, Beverly Shores IN, Winfield IN, DeMotte IN, Dyer IN, Munster IN, Highland IN, Lowell IN, LaPorte IN, St. John IN, Orland Park IL, Tinley Park IL, Frankfort IL, Bourbonnais IL, South Holland IL, New Lenox IL
Fee-Only Financial Planner serving Northwest Indiana and surrounding areas.
Brad Bobb, CFP®
Bobb Financial
Springfield IL, Rochester IL, Sherman IL, Chatham IL, Williamsville IL, Auburn IL, Pleasant Plains IL, Riverton IL, Lincoln IL, Jacksonville IL, Virden IL, Pawnee IL, Petersburg IL, Taylorville IL
Fee-Only Financial Planner located in Springfield, IL and serving clients across the country.
Robert Gerstemeier, CFP®, EA, MBA
Gerstemeier Financial Group
Lisle IL, Loveland OH, Chicago IL, Cincinnati OH
Fee Only Financial Planner Located in Lisle, IL and Serving Clients Nationwide
Timothy Quinn, CFP®, CPA
Quinn Financial Planning, LLC
Orland Park IL, Scottsdale AZ, Chandler AZ, Chicago IL, Palos Park IL, Oak Lawn IL
Fee-Only Certified Financial Planner (TM), CPA serving Chicago, IL, Scottsdale and Chandler, AZ areas.
Brenda Knox, CFP®, BS, AIF®
Financial Elements, Inc.
Rolling Meadows IL
Fee Only Financial Planner Located in Rolling Meadows, IL and Serving Clients Nationwide
Cheryl Krueger, CFP®
Growing Fortunes Financial Partners LLC
Chicago IL, Schaumburg IL, Phoenix AZ
Independent Fee-Only Financial Planner With Offices in Chicago, IL and Phoenix, AZ
Robert Finley, CFA, CFP®
Virtue Asset Management
Barrington IL, Chicago IL, Chicago IL
Fee-Only Financial Planner serving the Chicago, IL area.
Rob Costello, CFP®
Costello Financial Planning
Ann Arbor MI, Chicago IL
Fee-Only Financial Planner serving the Ann Arbor, MI and Chicago IL areas.
Curt Stowers, CFP®, PhD, MS
F5 Financial Planning
Naperville Il
Fee-Only Financial Planner serving the Naperville, IL area and clients across the nation
Rorik Larson, CFP®, EA, MBA
Essential Financial Strategies
Orland Park IL, Palos Heights IL, Orland Park IL
Fee-Only Financial Planner serving Orland Park, Palos Heights and the surrounding communites.
Martin Kurtz, CFP®, AIFA
The Planning Center
Moline IL, Coralville IA
Build Confidence In Your Financial Future. Serving clients regardless of location, with offices throughout the United States.
Gregory Johnston, CFP®, CFA®, QPFC, AIF
Johnston Investment Counsel
Peoria IL
Fee Only Financial Planner Located in Peoria, IL and Serving Clients throughout Central Illinois, Nationwide, and Internationally
John Dragstrem, CFP®
Coyle Financial Counsel, LLC
Wheaton IL, Glenview IL
Fee-Only Financial Planner Serving the Entire Metro Chicago Area
Jorie Pitt, CFP® - AHC Advisors, Inc. - St. Charles IL
Brian Conroy - SAVANT Capital Management, Inc. - Hoffman Estates IL, Rockford IL, Geneva IL
Mary Erl, CFP® - Nest Builder Financial Advisors, Ltd. - Gurnee IL
Michelle Smalenberger - Financial Design Studio, Inc. - Deer Park IL
Scott Baril, CFP®, CPA, PFS, MBA - Baril Advisors LLC - Buffalo Grove IL
Sophie Kaluziak, CFP®, CPA - Vista Financial Planning - Oak Park IL
Dan Sciarretta - AltairAdvisers - Chicago IL
Jennifer Sanchez, CFP® - Integral Financial Planning LLC - Naperville IL
Nancy Ladd, CFP®, MBA - Trinity Financial Advisors, LLC - Chicago IL
Lois Basil, CFP® - Basil Financial Group LLC - Chicago IL
Daryl Dagit, CFP®, CRPS®, CEP - SAVANT Capital Management, LLC - Peoria IL
Cynthia Menker, CFP®, CPA, MBA - Contour Financial - Orland Park IL
Thomas Zimmerman, CFP® - Zimmerman Wealth Management, LLC - Evanston IL
John Valleau - ShankerValleau Wealth Advisors, Inc. - Evanston IL
Raymond Giese, CFP®, MS - RG Financial Planning, LLC - Arlington Heights IL
David Morgan, CFP®, CPA, CDFA - JMG Financial Group, Ltd. - Oak Brook IL, Chicago IL, Scarsdale NY, Fishkill NY
Theresa Rowland - Buckingham Strategic Wealth - Bourbonnais IL
Laurence Kuhl - Kuhl Financial Services - Lake Bluff IL
Marcie Price Nach, CFP® - Strategic Wealth Partners - Deerfield IL
Joseph Alotta, CFP®, MBA, CFS, MFLC - Open Door Investment Advisors, Inc. - Westmont IL
Matt Sivertsen - The Planning Center - Moline IL
Andrew Denenberg, CFP® - Strategic Wealth Partners - Deerfield IL
Neal Price, CPA, CFA, CFP® - Strategic Wealth Partners - Deerfield IL
Michael Stanton, CFP® - Stanton Financial Planning, LLC - Chicago IL
William German - JMG Financial Group, Ltd. - Oak Brook IL
Kristopher Johnson, CFP® - Timothy Financial Counsel, Inc. - Wheaton IL, Chicago IL
Stacie Quigg, CFP® - CCP, Inc. - Palatine IL
Sheila Padden, CFP®, CPA, PFS - Padden Financial Planning - Chicago IL
Armond Dinverno - Balasa Dinverno Foltz LLC - Itasca IL
Lorrie Minor - Cardinal Mark LLC - Chicago IL
Liane Warcup, CFP®, BS, MPPM - Clarus Financial Planning - Geneva IL
Adam Blonsky - Coyle Financial Counsel, LLC - Wheaton IL
Christopher Long, CFP®, MBA - Long & Associates LLC - Chicago IL
Andrew Feldman - AJ Feldman Financial LLC - Chicago IL
Jason O'Hallen - JMG Financial Group, Ltd. - Oak Brook IL
Darlene Steffen, CFP®, CPA, PFS - Life Planning Solutions - Moline IL
Benjamin Jones, CFA, CFP®, CPA, MBA - Opus Financial Solutions LLC - Downers Grove IL
Malay Vasavda - Quantum Financial Management LLC - Glenview IL
Karen Folk, CFP®, Ph.D. - Bluestem Financial Advisors, LLC - Champaign IL
Hoan Taussig, CFP® - Timothy Financial Counsel, Inc. - Wheaton IL, Chicago IL
Ashley Bebeau, CFP® - Strategic Wealth Partners - Deerfield IL
Harlan Freeman, CPA, CFP®, MBA - Envisage Wealth Planners, Inc. - CHICAGO Il
Therese Martin - Martin Financial Management - Elk Grove Village IL
Nancy Wojcik - ShankerValleau Wealth Advisors, Inc. - Evanston IL
Peter Amling, CFP® - Amling Investments LLC - Chicago IL
Mark Smith, CFP® - Smith Financial Advisors Inc. - Wheaton IL
Kara Beth Vance - Timothy Financial Counsel, Inc. - Wheaton IL
Joseph Harowski, CFP® - Smart Choice Financial Planning, Inc. - St. John IN, Chicago IL, St. John IN
James Blankenship, CFP®, EA - Blankenship Financial Planning, Ltd. - New Berlin IL
C. Perkins, CFP®, MBA, CDFA - Kingsley Perkins and Company, LLC - Chicago IL
Brad Cougill, CFP® - Deerfield Financial Advisors, Inc. - Indianapolis IN, Park Ridge IL
JJ Sessions - The Planning Center - Moline IL
Bob Stanley, CFP®, ChFC® - R.W. Stanley Investment Planning - Libertyville IL
Carol Johnson - Voellinger, Simpson, Dolan & Associates, P.C. - Belleville IL
Tony Spangenberg, CFA, CFP®, AWMA - SAVANT Capital Management, Inc. - Wilmette IL
Mark Bell - Mark Bell Advisory Services, Inc. - Chicago IL
Sterling Raskie, CFP®, CLU®, ChFC®, EA, MBA - Blankenship Financial Planning, Ltd. - New Berlin IL
Brett Detterbeck, CFP®, CFA® - Detterbeck Wealth Management - Palatine IL
Danielle Schultz, CFP®, CDFA™ - Haven Financial Solutions, Inc. - Evanston IL Chicago IL
Carin Pankros Roman - CCP, Inc. - Palatine IL
Leisa Aiken - Garrett Investment Advisors - Chicago IL
Ben Hockema, CFP® - Deerfield Financial Advisors - Indianapolis IN, Park Ridge IL Chicago IL, Arlington Heights IL, Palatine IL, Barrington IL
Michael Leonetti, CFP®, CFS, AIF - Leonetti & Associates, LLC - Buffalo Grove IL
Matt Hawk, CFP® - Cambridge Capital Management, LLC - OFallon IL
Josh Cutler, CFP® - Bluestem Financial Advisors, LLC - Champaign IL
Jacob Kuebler, CFP®, EA - Bluestem Financial Advisors, LLC - Champaign IL
Michelle Maton - The Planning Center - Moline IL
Sarah Hinman - Trinity Financial Advisors, LLC - Chicago IL
Michael Kabarec, CFP®, CPA, PFS, EA - Kabarec Financial Advisors, Ltd. - Palatine IL
Sue Stevens, CFP®, CFA®, CPA/PFS, MBA - Stevens Wealth Management - Deerfield IL
Brian Schaeffer - ShankerValleau Wealth Advisors, Inc. - Skokie IL
Mark Berg, CFP® - Timothy Financial Counsel, Inc. - Chicago IL, Wheaton IL
Trevore Meyer, CFP®, CKA® - Presence Financial Inc. - North Barrington IL
Garry Good, CFP®, MBA - Good Financial Advisors - Bloomington IL
Susan Steel, CFP® - Deerfield Financial Advisors, Inc. - Indianapolis IN, Park Ridge IL
Colin Chase - Mindful Money Financial Counsel - Chicago IL
Nathan Eads, CFP® - Moller Financial Services - Northfield IL, Chicago IL
Lisa Bayer, CFA, CFP®, CDFA™, MBA - Opus Financial Solutions LLC - Boulder CO, Downers Grove IL
Janice Hennessy - ShankerValleau Wealth Advisors, Inc. - Gurnee IL
Eliot Simon - Garnet Group, LLC - Chicago IL
Thomas Nowak, CFP® - Quantum Financial Planning LLC - Grayslake IL
Scott Wentsel - Wentsel Wealth Management, LLC - Western Springs IL
Ellen Dowling - Trinity Financial Advisors, LLC - Chicago IL
Michelle Rozsypal - JMG Financial Group, Ltd. - Oak Brook IL
Michael Knight - Knight Investment Planning - Libertyville IL
Michael Karmin, CFA, CFP® - Strategic Wealth Partners - Deerfield IL
Francine Duke - Aqua Financial Planning, LLC - Vernon Hills IL