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
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.
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
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 | Fiduciary | CERTIFIED FINANCIAL PLANNER™️ for retirees and medical professionals located in the Chicago area, serving clients nationwide.
Charles Zhang
CFP®, ChFC®, CLU®, CFS®, CMFC®, MBA, MSFS
Zhang Financial
Chicago, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Charitable Giving Strategies
We are committed to delivering thoughtful, client-focused financial guidance grounded in transparency, discipline, and long-term perspective.
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.
Donald Duncan
CFP®, CFA®, CPA/PFS, CSEP, MBA
Savant Wealth Management
Chicago, IL
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
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 25-year experience serving U.S. Citizens and Expatriates globally (no minimum assets) for a flat monthly fee (typically $400-$700)
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
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 26 states.
Lynn Chen-Zhang
CFP®, CPA, PFS™, MBA, MS
Zhang Financial
Chicago, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Charitable Giving Strategies
We are committed to delivering thoughtful, client-focused financial guidance grounded in transparency, discipline, and long-term perspective.
Matthew Barnard
CFP®, EA
Maplewood Wealth
Arlington Heights, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax-Smart Investing, Tax Preparation, Charitable Giving, College Education Planning
Accessible, fee-only financial planning for modern lives. Tailored strategies to fit your goals, without asset minimums. Local expertise, nationwide reach.
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
Trevore Meyer
CFP®
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.
Linda Rapisardo
CFP®
Canela Wealth
Riverside, IL
Specialties: Comprehensive Financial Planning, Cash Flow Planning/Budgeting, Debt Payoff Strategies, College Education Planning, Investment Advice, Tax Planning, Estate Planning, Insurance Planning, Early Retirement/Mini-Retirements
Canela Wealth is a fee-only financial planning firm dedicated to helping first-generation wealth builders achieve their goals. Services are offered as 'advice-only' with no minimum asset requirements.
Anthony Spangenberg
CFA®, CFP®, AWMA™
Savant Wealth Management
Chicago, IL
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Rebecca Jackson (Conner)
CPA/PFS, CFP®, RLP®
SeedSafe Financial LLC
Chicago, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning and Preparation, IPO Planning, Acquisitions
Fee-Only financial planner located in Austin, TX, serving tech professionals virtually via video calls, emails, and over the phone.
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
Michael Hollis
CFP®
TapestryFP
Aurora, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning + Tax Preparation, Financial Coaching for Couples, Generosity Focus
Financial planning for families ages 30 to 60 earning $200k or more. One all-inclusive flat fee that doesn’t increase with your portfolio size.
Rorik Larson
CFP®, EA, RLP®
Essential Financial Strategies
Palos Heights, IL
Specialties: Comprehensive Financial Planning, Life Planning, Retirement Income Planning, Investment Management, Tax Planning,
Providing Fee-Only Wealth Advice to Orland Park, Palos Park, Palos Heights, Frankfort, New Lenox, Homer Glen and surrounding Chicago suburbs and beyond.
Brett Spencer
CFP®, CEPA, GFP
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
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
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.
Bridget Sullivan Mermel
CFP®, CPA, MA
Sullivan Mermel, Inc.
Chicago, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Strategy, Tax Planning, Education Planning, Estate Planning
Comprehensive Fee-Only financial planning that includes retirement planning, investment management, tax planning, insurance analysis, and estate planning review. Located in Chicago, IL and Serving Clients Nationwide
Michelle Maton
CFP®, EA, CeFT®, RLP®, ADPA™
The Planning Center
Chicago, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Equity Compensation, Tax Planning, Family and Charitable Giving, Insurance & Benefits Review
At The Planning Center, we’ve been guiding individuals and families through all stages of life – growing wealth, building on life’s successes, and thriving in retirement. Serving clients across the country from multiple offices and virtual meetings.
Arun Soni
CFA, CFP®
Avenue 90 Financial
Chicago, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Planning, Tax Planning, Risk Management and Insurance Review, Estate Planning, Business Planning
We partner with growing families, pre-retirees, and recent retirees. Four service offerings allow you to choose what works best for your situation.
Stephen Reiches
EP Wealth Advisors
Skokie, IL
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Mark Bova
CFP®, CIMA®
Lenity Financial, Inc.
Geneva, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Planning, Education Planning, Tax Planning, Insurance Planning and Risk Management, Estate Planning, Business Advisory and Succession Planning
Fee-Only financial planner located in Geneva, IL, serving clients locally and across the country
Curt Stowers
CFP®, PhD, MS
F5 Financial
Naperville, IL
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Estate & Legacy Planning, Tax Planning
F5 Financial is a fee-only financial advisory firm that takes a holistic approach to financial planning, personal goals, and behavioral change.
Luke Van de Loo
CFP®, EA
Sullivan Mermel, Inc.
Chicago, IL
Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, Investment Strategy, Real Estate Analysis, Estate Planning, Insurance Analysis
Fee Only Financial Planner Located in Chicago, IL and Serving Clients Nationwide
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
William Keffer
CFP®, EA, 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
Adam Glassberg
CFP®, CIMA®
Savant Wealth Management
Downers Grove, IL
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Daniel Toledo
CFA®, CFP®
Chicago Partners Wealth Advisors
Chicago, IL
Optimize the management of your wealth.
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 Naples, FL.
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, Business Planning
CELEBRATING 25+ YEARS OF SERVICE TO OUR CLIENTS! Offices in Palatine, IL, and the Charleston, SC area; we proudly serve clients locally and across the nation.
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.
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.
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, Retirement Planning
You worked hard for your retirement. Don't let Uncle Sam tax it away!
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
Falcon Wealth Planning: Tax-Centric Wealth Management Designed to Help You Keep More of What You Earn. We Build, Manage, and Protect Your Legacy Through Every Stage of Life.
Refine Your Search
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)
