Fee-Only Financial Advisors in Illinois

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 Illinois 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 Illinois Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

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!

Elizabeth Buffardi

CFP®, CPA

Crescendo Financial Planners, Inc.

Oak Brook, IL

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

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

I can work with clients anywhere!

Timothy Quinn

CFP®, CPA/PFS

Quinn Financial Planning, LLC

Orland Park, IL

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

Fee-Only Certified Financial Planner (TM), CPA serving Chicago, IL, Scottsdale and Chandler, AZ areas.

I can work with clients anywhere!

Frank Patzke

CFP®, MBA

EP Wealth Advisors

Palatine, IL

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Sara Hostalet

CFP®, CFA®

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

I can work with clients anywhere!

Linda Coffey

CFP®, CDFA®, CRPS®

EP Wealth Advisors

Palatine, IL

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

David Grant

CFP®

Retirement Matters

Barrington, IL

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

Fee-Only Financial Planner helping AbbVie executives optimize their financial life

I can work with clients anywhere!

Joli Fridman

CPA/PFS, CFP®

Buckingham Strategic Wealth

Deerfield, IL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate planning, Women in Wealth

Forever standing on the side of our clients.

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!

Daniel Toledo

CFA®, CFP®

Chicago Partners Wealth Advisors

Chicago, IL

Optimize the management of your wealth.

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!

Grant Moore

MBA, MS, CFP®, MPAS®, CRPC®, AIF®, CRPS®

Savant Wealth Management

Rockford, IL

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

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

I can work with clients anywhere!

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

I can work with clients anywhere!

John Piershale

CFP®

John Piershale Wealth Management

Crystal Lake, IL

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

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Mark Meredith

CFP®

Meredith Wealth Planning

Maryville, IL

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

Flat fee financial planner serving clients across the country by charging a unique flat fee of $500 monthly ($6,000 annually) regardless of portfolio size.

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!

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!

Robert Stanley

CFP®, ChFC®

R.W. Stanley Investment Planning

Libertyville, IL

Specialties: Retirement Funding; Detailed Analysis & Planning, College Funding; Analysis & Planning, Investments; Comprehensive Portfolio Analysis & Detailed Recommendations, Long Term Tax Planning; Qualified Contributions & Distributions, Def Comp, Roth IRA Conversions, etc.

Fee-Only financial planner located in Libertyville, IL, serving clients locally and across all of lake country IL

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!

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!

Larry Pershing

CFP®, RMA®

Optimum Retirement Planning

Chicago, IL

Specialties: Retirement Income Planning, Tax Planning, Investment Management, Social Security Optimization, Healthcare Planning Before Age 65, Deciding when to take your Pension, Pension Lump Sum Strategies, Long-Term Care Planning, Estate Planning, Charitable Gifting

I help people retire and stay retired for a flat fee. Located in Chicago, IL, serving clients locally and across the country

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!

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!

Cheryl Krueger

CFP®

CGN Advisors, LLC d/b/a Growing Fortunes Financial Partners

Inverness, IL

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

Please note, we are not taking new clients at this time. Independent Fee-Only Financial Planner With Offices in Inverness, IL and Phoenix, AZ

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!

Klaudia Dettloff

CFP®

EP Wealth Advisors

Palatine, IL

Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

I can work with clients anywhere!

Robert Finley

CFA®, CFP®

Virtue Asset Management

Barrington, 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!

Michelle Smalenberger

CFP®

Financial Design Studio, Inc.

Deer Park, IL

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

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

I can work with clients anywhere!

AJ Erzen

CEPA®

Legacy Wealth Planning

Bethalto, IL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Risk Management Planning, Estate Planning

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

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!

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 Registered Investment Advisory firm that provides fiduciary financial planning and wealth management services.We have offices conveniently located in Appleton, Green Bay, Madison, Milwaukee, Chicago, and Hilton Head to serve clients locally and across the country.

I can work with clients anywhere!

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

I can work with clients anywhere!

Rockie Zeigler III

CFP®, EA

RP Zeigler Investment Services, Inc.

Peoria, IL

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning & Prep

Fee-Only certified financial planner located in Peoria, 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!

Jeff Dvorak

CFP®, CPWA®

4D Financial Advisors, LLC

Naperville, IL

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

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

I can work with clients anywhere!

Thomas Koleski

CFP® AIF®

Cedar Capital Advisors

Barrington, IL

Specialties: Holistic Financial Planning, Retirement Income and Savings Strategies, Investment Management, College Education Planning, Social Security Strategies, Risk Analysis

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

I can work with clients anywhere!

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.

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!

Daryl Dagit

CFP®, CRPS®, CEP

Savant Wealth Management

Peoria, IL

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

Fee-Only financial planner located in Peoria, 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!

Greg Johnston

CFA®, CFP®, CPWA®, QPFC, AIF®

Johnston Investment Counsel

Peoria, IL

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

Fee Only Financial Planner in Peoria, IL Serving Clients throughout Central Illinois, Nationwide, and Internationally

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!

Erik Barnes

CFP®

Retirement Portfolio Partners

Warrenville, IL

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

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

I can work with clients anywhere!

Andrew Sivertsen

CFP®, EA, CeFT®

The Planning Center, Inc.

Moline, 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.

I can work with clients anywhere!

Tad Gray

CFP®, CIMA®, CAP®

Buckingham Strategic Wealth

Deerfield, IL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Philanthropic Planning, College Education Planning, Tax Planning, Legacy Planning, Family Wealth Dynamics

Forever standing on the side of our clients.

I can work with clients anywhere!

Lisa Bayer

CFA®, CFP®

Opus Financial Solutions LLC

Downers Grove, IL

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

Fee-Only financial planner in Boulder, CO, Denver, CO, and Downers Grove, IL--serving clients locally and across the country. Advisory services provided by Opus Financial Solutions LLC, a registered investment advisor.

I can work with clients anywhere!

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

I can work with clients anywhere!

Brett M. Detterbeck

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 Palatine, IL, serving clients locally and across the country

I can work with clients anywhere!

Jeffrey Kostis

CFP®, CPA/PFS, CDFA®

JK Financial Planning, Inc.

Vernon Hills, 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!

Adam Glassberg

CFP®, CIMA®

Savant Wealth Management

Downers Grove, 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!

Brad Bobb

CFP®

Bobb Financial

Springfield, IL

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

Fee-Only Financial Planner located in Springfield, IL and serving clients 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

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

Naperville, 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

I can work with clients anywhere!

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

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!

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!

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!

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!

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!

Chelsea D. Rude

CFP®, MPAS®, APMA®, EA, CKA®

Rude Wealth Advisory

Olney, IL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Values-Based Investing

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

I can work with clients anywhere!

Jon Aldrich

CFP®, CPA

Focus Financial Advisors

Rockford, IL

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

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

I can work with clients anywhere!

Matthew Hawk

CFP®

Cambridge Capital Management, LLC

O Fallon, IL

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

Fee-Only financial planner with offices in St. Louis, MO and O'Fallon, IL focused on providing unique and customized comprehensive financial planning.

I can work with clients anywhere!

Joseph Smith

CPA, PFS, JD, AEP®

JAS Financial Services, LLC

Northbrook, IL

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

Fee-Only Financial Advisor located in Cook County , IL providing services in person, Zoom and phone.

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!

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!

Brenda Knox

CFP®, AIF®, APMA®, CRPC®

Financial Elements, Inc.

Rolling Meadows, IL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Simplifying financial issues, Legacy Planning

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

I can work with clients anywhere!

Matthew Kunst

CFP®, CFA®, CPA, MBA

Opus Financial Solutions

Downers Grove, IL

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

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

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.

Andrea Oliver

CFP®

North Park Financial Planning

Chicago, IL

Nancy Ladd

CFP®

The Mather Group

Chicago, IL

Susie Steel

CFP®

Deerfield Financial Advisors, Inc.

Park Ridge, IL

David Theis

CFP®

Fee-Only Financial Advisors, Ltd.

Palatine, IL

Steven Briggs

Briggs Financial

Round Lake Beach, IL

Barry Federici

JD, CPA/PFS, MBA, MST, CDFA®, CFP®

Family First Wealth Management, LLC

Sycamore, IL

Michael Walther

MBA, CPA/PFS, CFP®, CFA

Oak Wealth Advisors LLC

Northbrook, IL

Henry Gorecki

CFP®

HG Wealth Management

Chicago, IL

Eric Kirste

CFP®, CIMA®, AIF®

Savvy Wealth

Prospect Heights, IL

David Walz

Arcadia Financial Strategies, Inc.

OAK PARK, IL

Liane Warcup

CFP®

Clarus Financial Planning

Geneva, IL

JoAnn May

CFP®, CPA/PFS

Forest Asset Management LLC

Berwyn, IL

Danielle Schultz

CFP®, CDFA®

Haven Financial Solutions, Inc.

Evanston, IL

Mary Erl

CFP®

Inspirion Wealth Advisors

Libertyville, IL

Leslie Ransom

CFP®

Indie Financial Planning, LLC

Chicago, IL

Edward Gjertsen II

CFP®

Engage Wealth Group, LLC.

Winnetka, IL

David Hone

CFA

LCV Advisors LLC

Bannockburn, IL

Cicily Maton

CFP®, CeFT®

The Planning Center

Chicago, IL

Naveen Neerukonda

CFP®, MBA

PVA Financial LLC

Oak Brook, IL

Leisa Aiken

CFP®

Garrett Investment Advisors, LLC

Chicago, IL

John Davis

CFP®

Mentor Capital Management Inc.

Chicago, IL

Brian Huckstep

CFP®, CFA®

Huckstep Asset Management

Oak Park, IL

Jacob Kuebler

CFP®, EA

Bluestem Financial Advisors, LLC

Champaign, IL

Arun Soni

CFA, CFP®

Avenue 90 Financial

Chicago, IL

Sean Sebold

CFP®, CFA

Sebold Capital Management Inc.

Naperville, IL

Josh Cutler

Bluestem Financial Advisors, LLC

Champaign, IL

Michael Stanton

CFP®, MBA

Stanton Financial Planning, LLC

Chicago, IL

Keith Rauschenberger

MBA, CFP®

Rauschenberger Financial Advisors

Elgin, IL

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