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:

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.

Patti Hughes

CFP®, CPA, MSA, Certified Student Loan Professional

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

Andy Baxley

CFP®, CIMA®

The Planning Center

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

Daniel Toledo

CFA®, CFP®

Chicago Partners Wealth Advisors

Chicago, IL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Comprehensive Investment Management, Tax Efficiency, Investment Management,

Optimize the management of your wealth.

Andrea Oliver

CFP®

North Park Financial Planning

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

Lester G. Detterbeck

CPA/PFS, MBA, CFP®, CFA®, AIF®

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

Nate Eads

CFP®

Moller Financial Services

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

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

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.

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

Curt Stowers

CFP®, PhD, MS

F5 Financial

Naperville, IL

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

Fee-Only Financial Planner located in Naperville, IL, and Chicago, IL, and serving clients across the US.

Brett Spencer

MS, CFP®, CEPA

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

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.

Ivan Havrylyan

CFP®

Outside The Box Financial Planning, LLC

Wheeling, IL

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

Fee-Only, Certified Financial Planner in the Chicago area.

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

Keith Rauschenberger

MBA, CFP®

Rauschenberger Financial Advisors

Hoffman Estates, IL

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

Independent, Hourly, Fee-Only, Fiduciary financial planner located in Hoffman Estates and Elgin IL, serving clients locally and across the country

Brett M. Detterbeck

CFP®, CFA®, AIF®

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 Palatine, IL, serving clients locally and across the country

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.

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!

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.

Patrick Bourbon

CFA®, CFP®

Bourbon Financial Management

Chicago, IL

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

Financial planner with 20-year experience serving U.S. Citizens and Expatriates globally (no minimum assets) for a flat monthly fee (typically $400-$700)

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 Riedl

CPA, CFP®, AWMA®

Endowment Wealth Management

Chicago, IL

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

Fee-Only SEC Registered Investment Advisory (RIA) firm that provides fiduciary financial planning and wealth management services. We have offices conviently located in Appleton, Green Bay, Madison, Milwaukee and Chicago to serve 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.

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.

John Wimbiscus

CFP®, RLP®, CKA®

The Mather Group

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

Henry Gorecki

CFP®

HG Wealth Management

Chicago, IL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management

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

Nancy Tani

CFP®, JD, MBA

Retire Secure Financial Planning, LLC

Evanston, IL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Social Security Optimization, Investment Consulting & Management, Tax Planning,

Fee-Only Certified Financial Planner™ professional located in Chicago (Evanston), IL, and serving clients in Cook and Lake counties, IL, and 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

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

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

Charlie Horonzy

CFP® , CPA

Focused Up Financial, LLC

La Grange, 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

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

Charis Ellis

CFP®

Timothy Financial Counsel

Wheaton, IL

Specialties: Cash Flow & Retirement Counsel, Investment Analysis, Tax Planning, Risk Management, Estate Planning Counsel & Design

Hourly-only financial planner located in Wheaton, IL.

Harvey Redfern

Schuman Simon & Grodecki Ltd.

Chicago, IL

Christopher Long

Long & Associates LLC

Chicago, IL

Lorrie Minor

Cardinal Mark LLC

Chicago, IL

Colin Chase

Mindful Money Financial Counsel

Chicago, IL

Susie Steel

CFP®

Deerfield Financial Advisors, Inc.

Park Ridge, IL

Ellen Dowling

Trinity Financial Advisors, LLC

Chicago, IL

Eliot Simon

Garnet Group, LLC

Chicago, IL

Patrick Lawlor

The Mather Group

Chicago, IL

Mary Erl

CFP®

Inspirion Wealth Advisors

Libertyville, IL

Michael Stanton

CFP®, MBA

Stanton Financial Planning, LLC

Chicago, IL

Brian Huckstep

CFP®, CFA®

Huckstep Asset Management

Oak Park, IL

Sheila Padden

Padden Financial Planning, LLC

Chicago, IL

Adam Recker

The Mather Group

Chicago, IL

Leslie Ransom

CFP®

Indie Financial Planning, LLC

Chicago, IL

Christopher Fischer

The Mather Group

Chicago, IL

Leisa Aiken

CFP®

Garrett Investment Advisors, LLC

Chicago, IL

Jonathan Gussick

The Mather Group

Chicago, IL

R. Mark Bell

Mark Bell Advisory Services, Inc.

Chicago, IL

Edward Gjertsen II

CFP®

Engage Wealth Group, LLC.

Winnetka, IL

Brian Schmehil

The Mather Group

Chicago, IL

Lois Basil

Basil Financial Group LLC

Chicago, IL

Nancy Ladd

CFP®

The Mather Group

Chicago, IL

Michael Furla

The Mather Group

Chicago, IL

Cicily Maton

CFP®, CeFT®

The Planning Center

Chicago, IL

Moses Park

The Mather Group

Chicago, IL

Michelle Maton

The Planning Center

Chicago, IL

Matthew Furlong

Furlong Investment Solutions, LLC

Chicago, IL

Adam Spector

The Mather Group

Chicago, IL

Matthew Kahovec

The Mather Group

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)

    NAPFA Consumer Tools PDF

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