What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Chicago, IL area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Chicago, IL Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Robert Gerstemeier
CFP®, EA, MBA
Gerstemeier Financial Group
Oak Brook, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner with offices in Oak Brook, IL and Cincinnati, OH.
Jeffrey Kostis
CFP®, CPA/PFS, CDFA®
JK Financial Planning, Inc.
Chicago, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor serving Chicago and northwest suburbs with offices in Chicago and Vernon Hills
Brian Thompson
JD, CFP®
Brian Thompson Financial LLC
Chicago, IL
Specialties: Business Planning, Tax Planning, Comprehensive Financial Planning, Cash Flow Planning
Fee-Only Financial Planner serving the Chicago, IL area.
Patti Hughes
CFP®, CPA, MSA, CSLP®
Lake Life Wealth Advisory Group LLC
Chicago, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Chicago, IL, serving clients locally and across the country
Patrick Bourbon
CFA®, CFP®
Bourbon Financial Management
Chicago, IL
Specialties: Reaching your financial goals, Advice on 401(k) / 403(b) / IRA, Mutual Funds/ETF recommendations, Retirement plan rollovers, Tax planning, Estate planning, Cash flow projection, Education planning and funding, Protecting assets / risk management, Real estate and mortgages
Financial planner with 20-year experience serving U.S. Citizens and Expatriates globally (no minimum assets) for a flat monthly fee (typically $400-$700)
Lester G. Detterbeck
CPA/PFS, MBA, CFP®, CFA®
Detterbeck Wealth Management
Palatine, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Charleston, SC, serving clients locally and across the country
Robert Stoll
CFP®, CFA®
Financial Design Studio, Inc.
Deer Park, IL
Specialties: Comprehensive Financial Planning, Stock-based Compensation, Deferred Compensation, Restricted Stock Units (RSUs), Retirement Income Planning, Roth Conversions for Retirees, Social Security Strategies, Investment Management
Serving clients in local communities, such as Arlington Heights, Barrington, Buffalo Grove, Lake Zurich, Libertyville, and the Greater Chicagoland Area. We also provide virtual services to clients nationwide.
Linda Grizely
MSFS, CFP®, CAP®
Visions Financial Planning
Cary, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning , College Education Planning, Tax Planning
Helping to create clarity for individuals and families who have been impacted by illness, injury, or loss of a loved one and are unexpectedly assuming financial control and responsibility. Secure Today • Shape Tomorrow
Nancy Tani
CFP®, JD, MBA
Retire Secure Financial Planning, LLC
Evanston, IL
Fee-Only Certified Financial Planner™ professional located in Chicago (Evanston), IL, and serving clients in Cook and Lake counties, IL, and across the country.
Michael Chrisler
MJC Financial Fitness
Chicago, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Chicago, IL, serving clients locally and across the country
Andy Baxley
CFP®, CIMA®, CeFT®
The Planning Center
Chicago, IL
Specialties: Financial life planning, Retirement Income Planning, Investment Management, Tax Planning, TIAA, Estate planning, Cash flow, College Education Planning, Asset protection, Sudden money events
Fee-Only financial planner located in Chicago, IL, serving clients locally and across the country
Benjamin Hockema
CFP®
Illuminate Wealth Management, LLC
Chicago, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Chicago, IL, serving clients locally and across the country
Adam Glassberg
CFP®, CIMA®
Savant Wealth Management
Chicago, IL
Specialties: Investments, Financial Planning, Tax Management, Private Trust, Family Wealth Transfer, Accounting, Payroll, and Tax Preparation, Retirement Plans
Fee-Only Financial Planner Serving the Greater Chicago, IL Area
Robert Finley
CFA®, CFP®
Virtue Asset Management
Chicago, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving the Chicago, IL area.
Daniel Toledo
CFA®, CFP®
Chicago Partners Wealth Advisors
Chicago, IL
Optimize the management of your wealth.
Nate Eads
CFP®
Moller Wealth Partners
Northfield, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Insurance and Estate Planning
Fee-Only financial planner with offices in Northfield, IL and Chicago, IL serving clients locally and across the country
Charlie Horonzy
CFP® , CPA
Focused Up Financial, LLC
La Grange, IL
Specialties: Comprehensive Financial Planning, Tax Efficent Retirement Income Planning, Tax Return Analysis, Tax Planning, Investment Education, Investment Management,
As a CPA and a CFP®, I meet you at the intersection of planning and for retirement, making sure your money lasts in retirement, and efficient tax planning from a CPA to help you keep more of your hard saved money.
Rorik Larson
CFP®, EA, MBA
Essential Financial Strategies
Palos Heights, IL
Specialties: Comprehensive Financial Planning, College Education Planning, Retirement Income Planning, Tax Planning, Investment Management
Providing Fee-Only Wealth Advice to Orland Park, Palos Park, Palos Heights, Frankfort, New Lenox, Homer Glen and surrounding Chicago suburbs and beyond.
Curt Stowers
CFP®, PhD, MS
F5 Financial
Naperville, IL
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Estate & Legacy Planning, Tax Planning
Fee-Only Financial Planner located in Naperville, IL, and Chicago, IL, and serving clients across the US.
Robert L. Riedl
CPA, CFP®, AWMA®, CFC®
Endowment Wealth Management Inc.
Chicago, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Private Equity Investing, Alternative Asset Implementation, College Education Planning
Fee-Only SEC Registered Investment Advisory firm that provides fiduciary financial planning & wealth management services. We have offices located in Appleton, Green Bay, Madison, Milwaukee WI, Chicago Il, and Hilton Head SC and clients in 23 states.
Donald Duncan
CFP®, CFA®, CPA/PFS, CSEP, MBA
Savant Wealth Management
Chicago, IL
Specialties: Investments, Financial Planning, Tax Management, Private Trust, Family Wealth Transfer, Accounting, Payroll, and Tax Preparation, Retirement Plans
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Rob Costello
CFP®
Costello Financial Planning
Chicago, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving clients across the country from offices in Bend OR, Ann Arbor MI, and Chicago IL.
Valerie Rivera
CFP®
FirstGen Wealth
Chicago, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Financial life planning
Fee-Only financial planner located in Chicago, IL, serving clients locally and across the country
Jeffrey Smith
CFP®, CFA®, MBA
North Shore Investment Consulting, LLC
Wilmette, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in Chicago (Wilmette), IL and Serving The Entire Chicago, IL Area
Larry Pershing
CFP®, RMA®
Optimum Retirement Planning
Chicago, IL
Specialties: Retirement Income Planning, Tax Planning, Investment Management, Social Security Optimization, Healthcare Planning Before Age 65, Deciding when to take your Pension, Pension Lump Sum Strategies, Long-Term Care Planning, Estate Planning, Charitable Gifting
I help people retire and stay retired for a flat fee. Located in Chicago, IL, serving clients locally and across the country
Brett Spencer
CFP®, CEPA, GFP (USA)
Impact Financial LLC
Chicago, IL
Specialties: Comprehensive Financial Planning, Business Ownership Planning, Impact Investing/ESG/SRI, Cross Boarder/Ex Pat Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in Chicago, IL, serving clients locally and across the country
Trevore Meyer
CFP®, CKA®
Financial Design Studio, Inc.
Deer Park, IL
Specialties: Financial Planning, Retirement Planning, Investment Management, Education Planning, Debt Management
Life Happens. Goals Change. Your financial plans should be flexible enough to change, too.
Ivan Havrylyan
CFP®
Outside The Box Financial Planning, LLC
Wheeling, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, Tax Planning, College Planning
Fee-Only, Certified Financial Planner in the Chicago area.
Mark Gilbert
CPA/PFS, MBA
Reason Financial Advisors, LLC
Northfield, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor located near Chicago with offices in Naperville and Northfield, serving Cook, Lake & DuPage counties in Illinois and clients across the country
William Keffer
CFP®, CDFA®, MBA, MSPFP, CLU®, ChFC®
Keffer Financial Planning
Oak Park, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Oak Park, IL, serving clients locally and across the country
Gabriel Abraham Shahin
CFP®, AIF®, MBA
Falcon Wealth Planning, Inc.
Oakbrook Terrace, IL
Specialties: Tax Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Fee-Only Financial Planner serving the Los Angeles region with headquarters in Ontario, CA, and additional offices in Irvine, Torrance, Pasadena, Temecula, Palm Desert, Fresno, and San Jose.
Ben Smith
CFP®, CSRIC®™®
Cove Financial Planning, LLC
Evanston, IL
Specialties: Comprehensive Financial Planning, Socially Responsible Investing (SRI), Cash Flow and Budgeting, Investment Management, Tax Planning, College Education Planning, Retirement Income Planning
Fee-Only financial planner with offices in Milwaukee, WI, Evanston, IL and St Louis Park, MN, serving clients locally and virtually across the country with no account minimums.
Bridget Sullivan Mermel
CFP®, CPA, MA
Sullivan Mermel, Inc.
Chicago, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee Only Financial Planner Located in Chicago, IL and Serving Clients Nationwide
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
