Fee-Only Financial Advisors in Chicago, IL

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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)

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

Daniel Toledo

CFA®, CFP®

Chicago Partners Wealth Advisors

Chicago, IL

Optimize the management of your wealth.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Valerie Rivera

CFP®

FirstGen Wealth

Chicago, IL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Financial Life Planning

Virtual, Fee-Only Financial Life Planning Practice located in Chicago, IL, serving clients locally and across the country

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

Cicily Maton

CFP®, CeFT®

The Planning Center

Chicago, IL

Mary Erl

CFP®

Inspirion Wealth Advisors

Libertyville, IL

Arun Soni

CFA, CFP®

Avenue 90 Financial

Chicago, IL

Brian Huckstep

CFP®, CFA®

Huckstep Asset Management

Oak Park, IL

Susie Steel

CFP®

Deerfield Financial Advisors, Inc.

Park Ridge, IL

Edward Gjertsen II

CFP®

Engage Wealth Group, LLC.

Winnetka, IL

Nancy Ladd

CFP®

The Mather Group

Chicago, IL

John Wimbiscus

CFP®, RLP®, CKA®

The Mather Group

Chicago, IL

Henry Gorecki

CFP®

HG Wealth Management

Chicago, IL

Keith Rauschenberger

MBA, CFP®

Rauschenberger Financial Advisors

Hoffman Estates, IL

Leslie Ransom

CFP®

Indie Financial Planning, LLC

Chicago, IL

Andrea Oliver

CFP®

North Park Financial Planning

Chicago, IL

Michael Stanton

CFP®, MBA

Stanton Financial Planning, LLC

Chicago, IL

John Davis

CFP®

Mentor Capital Management Inc.

Chicago, IL

Leisa Aiken

CFP®

Garrett Investment Advisors, LLC

Chicago, IL

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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)

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