Fee-Only Financial Planners in Evanston, 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 Evanston, IL:

Danielle Schultz

CFP®, CDFA®

Haven Financial Solutions, Inc.

Evanston, IL

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

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

Marshall Garrett

CFP®

Zimmerman Wealth Management

Evanston, IL

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

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

Mona Edwards

CFP®

Zimmerman Wealth Management

Evanston, IL

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

Fee-Only financial planner located in Evanston, 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, Investment Management, College Education Planning, Tax Planning

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

Thomas Zimmerman

CFP®

Zimmerman Wealth Management, LLC

Evanston, IL

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

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

Dan Wood

CFA®, CFP®

Zimmerman Wealth Management

Evanston, IL

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

Dan Wood is a fee-only financial planner located in Evanston, IL, serving clients locally and across the country

Joseph Smith

CPA, PFS, JD, AEP®

JAS Financial Services, LLC

Evanston, IL

Specialties: Broad-based Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor serving the Chicago, IL area

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.

  • Refine Your Search

      Search By Zip Code or City


    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

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser