Fee-Only Financial Planners in Chicago, IL

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Chicago, IL:

David Wilder

CFP®, CTFA, MST, CEPA, AIF®

Total Wealth Planning

Chicago, IL

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

Fee Only Financial Planner Located in Cincinnati, OH and Serving Clients Nationwide

Bridget Mermel

CFP®, CPA, MA

Sullivan Mermel, Inc.

Chicago, IL

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

Fee Only Financial Planner Located in Chicago, IL and Serving Clients Nationwide

Robert Stoll

CFP®, CFA

Honey Lake Advisors, LLC

Deer Park, IL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Charitable Giving

Fee-Only financial planner located in Barrington, IL, serving clients locally and across the country

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.

Donald Duncan

CFP®, CFA, CPA, PFS

D3 Financial Counselors, LLC

Chicago, IL

Specialties: Integrating Planning, Investments and Taxs, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Tax Planning

Fee Only Financial Planner Serving the Entire Chicago, IL Area, Santa Fe, New Mexico and select Clients Nationwide

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 the Ann Arbor, MI and Chicago IL areas.

William Keffer

CFP®, CLU®, ChFC®

Keffer Financial Planning

Chicago, IL

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

Fee-Only financial planner located in Wheaton, IL, serving clients locally and across the country

Adam Glassberg

CFP®, CIMA®

D3 Financial Counselors, LLC

Chicago, IL

Specialties: Tax Planning, Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Investment Management, Student Loan Repayment

Fee-Only Financial Planner Serving the Greater Chicago, IL Area

Brian Thompson

CFP®, JD

Brian Thompson Financial LLC

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.

Jeffrey Smith

CFP®, CFA, MBA

North Shore Investment Consulting, LLC

Chicago, 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

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.

Cheryl Krueger

CFP®, RICP®, FSA

Growing Fortunes Financial Partners LLC

Chicago, IL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning

Independent Fee-Only Financial Planner With Offices in Schaumburg, IL, Chicago, IL and Phoenix, AZ

Daniel Toledo

CFP®

Chicago Partners Wealth Advisors LLC

Chicago, IL

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

Fee-Only Financial Planner focused on serving the North Shore and Chicago, IL along with clients nationwide.

Henry Gorecki

CFP®

HG Wealth Management

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

John Wimbiscus

CFP®, MBA

Trinity Financial Advisors

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

Cicily Maton

CFP®, CeFT

The Planning Center

Chicago, IL

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

Build Confidence In Your Financial Future. Serving clients regardless of location, with offices throughout the United States.

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

Michelle Maton

The Planning Center

Chicago, IL

Sheila Padden

Padden Financial Planning, LLC

Chicago, IL

Harlan Freeman

Trinity Financial Advisors, LLC

Chicago, IL

Patrick Bourbon

Bourbon Financial Management

Chicago, IL

Christopher Long

Long & Associates LLC

Chicago, IL

R. Mark Bell

Mark Bell Advisory Services, Inc.

Chicago, IL

Dan Sciarretta

AltairAdvisers

Chicago, IL

Michael Stanton

Stanton Financial Planning, LLC

Chicago, IL

Joel Hunter

Trinity Financial Advisors, LLC

Chicago, IL

Leslie Ransom

Indie Financial Planning, LLC

Chicago, IL

CR Ganze

CR Ganze

Chicago, IL

Leisa Aiken

Garrett Investment Advisors

Chicago, IL

Patti Hughes

CFP®, CPA

Lake Life Wealth Advisory Group LLC

Chicago, IL

Peter Amling

Amling Investments LLC

Chicago, IL

Colin Chase

Mindful Money Financial Counsel

Chicago, IL

Jonghoon Lee

CFA, CFP®, FRM

Factor Investment Advisor, Inc.

Hoffman Estates, IL

Charles Perkins

Kingsley Perkins and Company, LLC

Chicago, IL

Lorrie Minor

Cardinal Mark LLC

Chicago, IL

Lois Basil

Basil Financial Group LLC

Chicago, IL

Ellen Dowling

Trinity Financial Advisors, LLC

Chicago, IL

Eliot Simon

Garnet Group, LLC

Chicago, IL

Nancy Ladd

Trinity Financial Advisors, LLC

Chicago, IL

  • 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)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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