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.
Select a city to refine your search:
- Algonquin, IL
- Arlington Heights, IL
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- Barrington Hills, IL
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- Lake Zurich, IL
- Lake in the Hills, IL
- Libertyville, IL
- Lincolnshire, IL
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.
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
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
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
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
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
Refine Your Search
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)
