Fee-Only Financial Planners in Illinois

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 Illinois:

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

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.

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)

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.

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.

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

JoAnn May

CFP®, CPA/PFS

Forest Asset Management LLC

Berwyn, IL

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

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

Keith Rauschenberger

MBA, CFP®

Rauschenberger Financial Advisors

Elgin, 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

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.

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

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

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

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

Linda Coffey

CFP®, CDFA®, CRPS®

EP Wealth Advisors

Palatine, IL

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

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.

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.

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.

Mark Meredith

CFP®

Meredith Wealth Planning

Maryville, IL

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

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

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

Klaudia Gryfik

CFP®

EP Wealth Advisors

Palatine, IL

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Tim Doehrmann

CFP®

Eagle Ridge Wealth Advisors

Morton, IL

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

Fee-Only financial planner located in Morton, 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.

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

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

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

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

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

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

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.

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

John Davis

CFP®

Mentor Capital Management Inc.

Elmhurst, IL

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

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

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

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

Erik Barnes

CFP®

Retirement Portfolio Partners

Naperville, 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

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.

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

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

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!

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.

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

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

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

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

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

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.

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.

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

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

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

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.

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

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.

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

Frank Patzke

CFP®, MBA

EP Wealth Advisors

Palatine, IL

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Cheryl Krueger

CFP®, RICP®

Growing Fortunes Financial Partners LLC

Schaumburg, 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 Schaumburg, IL and Phoenix, AZ

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 IL and AZ residents transition into retirement.

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.

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

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.

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

Marsha McClary

MBA, CDFA®, CPA

ROI of Life™

Deer Park, IL

Specialties: Comprehensive Financial Planning, Divorce Advisory Services, Prenup and Postnup Financial Advice, 2nd Opinions/CFO Consult, Goal Planning, Business Consulting, Investment Management

Fee-only financial planner located in the Chicago area serving clients locally and virtually across the country including support for divorce, career change, family planning, business planning and major life transitions.

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.

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.

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!

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.

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

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

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.

Chelsea D. Rude

CFP®, MPAS®, APMA®, EA

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!

Trevore Meyer

CFP® CKA®

Financial Design Studio, Inc.

Deer Park, IL

Specialties: Financial Planning, Retirement Planning, Investment Management, Education Planning, Debt Management

Financial Planning + Investment Management...from Now to Eternity

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

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

Kevin Phillips

Savant Wealth Management

Naperville, IL

Ryan McGuire

Oak Wealth Advisors LLC

Northbrook, IL

Kara Beth Vance

Timothy Financial Counsel, Inc.

Wheaton, IL

Nancy Ladd

CFP®

The Mather Group

Chicago, IL

Matthew Knoll

The Planning Center

Moline, IL

Edward Gjertsen II

CFP®

Engage Wealth Group, LLC.

Winnetka, IL

R. Mark Bell

Mark Bell Advisory Services, Inc.

Chicago, IL

Adam Recker

The Mather Group

Chicago, IL

Timothy Stringer

JMG Financial Group, Ltd.

Downers Grove, IL

Mark Pesavento

Forest Asset Management LLC

Berwyn, IL

Benjamin Hockema

Illuminate Wealth Management, LLC

Chicago, IL

Laurence Kuhl

Kuhl Financial Services

Lake Bluff, IL

Sharon Allen

Sterling Wealth Management

Champaign, IL

Michelle Rozsypal

JMG Financial Group, Ltd.

Downers Grove, IL

William German

JMG Financial Group, Ltd.

Downers Grove, IL

Michael Leonetti

Leonetti & Associates, LLC

Buffalo Grove, IL

Robert Salzman

RBSalzman Wealth Mgt., LLC

Arlington Heights, IL

Jaclyn Garcia

JMG Financial Group, Ltd.

Downers Grove, IL

Justin Lesch

JMG Financial Group, Ltd.

Downers Grove, IL

Steven Briggs

Briggs Financial

Round Lake Beach, IL

Brian Huckstep

CFP®, CFA®

Huckstep Asset Management

Oak Park, IL

Bradley Stewart

Savant Wealth Management

Freeport, IL

Naveen Neerukonda

CFP®, MBA

PVA Financial LLC

Oak Brook, IL

Keesha Tyler

Keesha Tyler LLC

Chicago, IL

Barry Federici

JD, CPA/PFS, MBA, MST, CDFA®, CFP®

Family First Wealth Management, LLC

Sycamore, IL

Kirk Kreikemeier

Pebble Valley Wealth Management

Western Springs, IL

Michael Furla

The Mather Group

Chicago, IL

Tony Spangenberg

Savant Wealth Management

Wilmette, IL

Michael Walther

MBA, CPA/PFS, CFP®, CFA

Oak Wealth Advisors LLC

Northbrook, IL

Michael Thrasher

Timothy Financial Counsel, Inc.

Wheaton, IL

Christopher Ruedi

Savant Wealth Management

Bloomington, IL

Matthew Ramos

Forum Financial Management, LP

Lombard, IL

Michael Stanton

CFP®, MBA

Stanton Financial Planning, LLC

Chicago, IL

Harlan Freeman

BrightPath Financial, Inc.

Chicago, IL

Yonhee Gordon

JMG Financial Group, Ltd.

Downers Grove, IL

Brian VanBuren

JMG Financial Group, Ltd.

Downers Grove, IL

Bella Holt

The Mather Group

Chicago, IL

John Bollweg

JMG Financial Group, Ltd.

Downers Grove, IL

Eric Kies

The Planning Center

Moline, IL

Mark Smith

Buckingham Strategic Wealth

Bourbonnais, IL

Lydia Newby

Timothy Financial Counsel, Inc.

Wheaton, IL

Janice Hennessy

ShankerValleau Wealth Advisors, Inc.

Gurnee, IL

Cynthia Menker

Contour Financial

Orland Park, IL

Therese Martin

Martin Financial Management

Elk Grove Village, IL

Lois Basil

Basil Financial Group LLC

Chicago, IL

Rick Bender

Savant Wealth Management

Rockford, IL

James Stork

Pinnacle Financial Group, LLC

Western Springs, IL

Brett Ludwig

JMG Financial Group, Ltd.

Downers Grove, IL

David Hone

CFA

LCV Advisors LLC

Bannockburn, IL

Luke Lamar

Timothy Financial Counsel, Inc.

Wheaton, IL

Sue Stevens

Buckingham Strategic Wealth

Lake Bluff, IL

Cicily Maton

CFP®, CeFT®

The Planning Center

Chicago, IL

Christopher Fischer

The Mather Group

Chicago, IL

Lorrie Minor

Cardinal Mark LLC

Chicago, IL

Lawrence Pershing

Optimum Retirement Planning

Chicago, IL

Moses Park

The Mather Group

Chicago, IL

Hoan Taussig

Timothy Financial Counsel, Inc.

Wheaton, IL

Alexandra Baig

MBA, CFP®

Companions on Your Journey

Brookfield, IL

Ellen Dowling

Trinity Financial Advisors, LLC

Chicago, IL

Josh Cutler

Bluestem Financial Advisors, LLC

Champaign, IL

Leslie Ransom

CFP®

Indie Financial Planning, LLC

Chicago, IL

Cody Dunifon

The Mather Group

Chicago, IL

Colin Chase

Mindful Money Financial Counsel

Chicago, IL

Natalya Varkey

The Mather Group

Chicago, IL

Andrew Lindquist

Timothy Financial Counsel, Inc.

Wheaton, IL

Jeff Snodgrass

Mindful Wealth

Du Quoin, IL

Donovan Sanchez

Skyview Financial Planning, LLC

East Peoria, IL

Sean Brown

The Mather Group

Chicago, IL

Brian Schmehil

The Mather Group

Chicago, IL

David Morgan

JMG Financial Group, Ltd.

Downers Grove, IL

James Blankenship

Blankenship Financial Planning, Ltd.

New Berlin, IL

Jennifer Sanchez

Integral Financial Planning LLC

Naperville, IL

Matthew Grubb

JMG Financial Group, Ltd.

Downers Grove, IL

Aaron Niec

JMG Financial Group, Ltd.

Downers Grove, IL

Maggie Beach

New Vision Wealth Management

Naperville, IL

Darlene K. Steffen

Life Planning Solutions, LLC

Moline, IL

Matthew Kahovec

The Mather Group

Chicago, IL

Adam Spector

The Mather Group

Chicago, IL

Sophie Kaluziak

Vista Financial Planning

Oak Park, IL

Matthew Furlong

Furlong Investment Solutions, LLC

Chicago, IL

Lauren Hunt

Pinnacle Financial Group, LLC

Western Springs, IL

Daniel Bishop

CFP® CEPA®

Black Swan Advisors, LLC

McLeansboro, IL

Dan Fitzgerald

Pinnacle Financial Group, LLC

Western Springs, IL

Harvey Redfern

Schuman Simon & Grodecki Ltd.

Chicago, IL

Armond Dinverno

Balasa Dinverno Foltz LLC

Itasca, IL

Dale Branda

Steward Advisors, LLC

Chicago, IL

David Theis

CFP®

Fee-Only Financial Advisors, Ltd.

Palatine, IL

Patrick Lawlor

The Mather Group

Chicago, IL

Michelle Maton

The Planning Center

Chicago, IL

David Walz

Arcadia Financial Strategies, Inc.

OAK PARK, IL

Andrew Feldman

AJ Feldman Financial LLC

Deerfield, IL

Nancy Wojcik

ShankerValleau Wealth Advisors, Inc.

Skokie, IL

Eliot Simon

Garnet Group, LLC

Chicago, IL

John Karavouzis

JMG Financial Group, Ltd.

Downers Grove, IL

Katie Blechschmidt

FMI Financial

Oak Brook, IL

Megan McCarthy

The Mather Group

Chicago, IL

Sheila Padden

Padden Financial Planning, LLC

Chicago, IL

Jen Dawson

Hemington Wealth Management, LLC

Chicago, IL

Mark Kinsella

Family Financial Planning Services

Wheaton, IL

Anthony Cecchini

JMG Financial Group, Ltd.

Downers Grove, IL

Matthew Sivertsen

The Planning Center

Moline, IL

Kelly Stanley

Cogent Strategic Wealth

Chicago, IL

Erik Faust

JMG Financial Group, Ltd.

Downers Grove, IL

Jonathan Gussick

The Mather Group

Chicago, IL

Joseph Menconi

Heritage Drive Wealth Management

Naperville, IL

Christopher Long

Long & Associates LLC

Chicago, IL

Neil Teubel

Balasa Dinverno Foltz LLC

Elgin, IL

Matthew Barnard

Sullivan Mermel, Inc.

Chicago, IL

Michael Knight

Knight Investment Planning

Libertyville, IL

Jacob Kuebler

CFP®, EA

Bluestem Financial Advisors, LLC

Champaign, IL

John Valleau

ShankerValleau Wealth Advisors, Inc.

Skokie, IL

Garry Good

Good Financial Advisors

Bloomington, IL

Francine Duke

Aqua Financial Planning, LLC

Vernon Hills, IL

Brian Schaeffer

ShankerValleau Wealth Advisors, Inc.

Skokie, IL

Leisa Aiken

CFP®

Garrett Investment Advisors, LLC

Chicago, IL

Mary Erl

CFP®

Inspirion Wealth Advisors

Libertyville, IL

Jacob Frerichs

Timothy Financial Counsel, Inc.

Wheaton, IL

Susie Steel

CFP®

Deerfield Financial Advisors, Inc.

Park Ridge, IL

Scott Wentsel

Wentsel Wealth Management, LLC

Western Springs, IL

Sean Sebold

CFP®, CFA

Sebold Capital Management Inc.

Naperville, IL

John Frederick

Frederick Capital Management

Rolling Meadows, IL

William Waight

JMG Financial Group, Ltd.

Downers Grove, IL

Mark Berg

Timothy Financial Counsel, Inc.

Wheaton, IL

Brian Conroy

Savant Wealth Management

Saint Charles, IL

Liane Warcup

CFP®

Clarus Financial Planning

Geneva, IL

  • 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