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".
Select a city to refine your search:
- Algonquin, IL
- Arlington Heights, IL
- Barrington, IL
- Barrington Hills, IL
- Berwyn, IL
- Bethalto, IL
- Bloomington, IL
- Buffalo Grove, IL
- Burr Ridge, IL
- Cary, IL
- Champaign, IL
- Chicago, IL
- Crystal Lake, IL
- Deerfield, IL
- Des Plaines, IL
- Downers Grove, IL
- Edwardsville, IL
- Effingham, IL
- Elk Grove Village, IL
- Elmhurst, IL
- Evanston, IL
- Freeport, IL
- Geneva, IL
- Glencoe, IL
- Glenview, IL
- Gurnee, IL
- Hawthorn Woods, IL
- Highland Park, IL
- Hoffman Estates, IL
- Inverness, IL
- La Grange, IL
- Lake Barrington, IL
- Lake Bluff, IL
- Lake Forest, IL
- Lake Zurich, IL
- Lake in the Hills, IL
- Libertyville, IL
- Lincolnshire, IL
Every Illinois Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Jakob Loescher
CFP®, ChFC®, AIF®, CRPC™®, CRPS™®
Savant Wealth Management
Rockford, IL
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
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.
Tim Carpenter
CFP®
Rhodo Wealth
Geneva, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Estate Planning, Insurance Analysis, Education Planning, Debt Management, Stock Options and Other Executive Compensation, Health Insurance Review, Medicare and Social Security Benefits Review
Fee-Only financial planner providing a holistic approach to the financial well-being of individuals and families. Located in Geneva, 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, Wealth Management, Tax Planning, College Planning
Fee-Only | Fiduciary | CERTIFIED FINANCIAL PLANNER™️ for retirees and medical professionals located in the Chicago area, serving clients nationwide.
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
Lisa Bayer
CFA®, CFP®
Opus Financial Solutions
Downers Grove, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We Integrate Financial Planning, Investment Management and Taxes to Help You Create the Life You Envision.
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
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.
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.
Trevore Meyer
CFP®
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.
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
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.
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
Scott Baril
CFP®, CPA/PFS, MBA
Savant Wealth Management
Lincolnshire, IL
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Steven Patzke
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
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
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
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.
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
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.
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.
Daniel Toledo
CFA®, CFP®
Chicago Partners Wealth Advisors
Chicago, IL
Optimize the management of your wealth.
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
Rockie Zeigler III
CFP®, EA
RP Zeigler Investment Services, Inc.
Peoria, IL
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning & Prep
Fee-Only, Fiduciary CERTIFIED FINANCIAL PLANNER™️ located in Peoria IL, who will always be looking out for your best interests, not ours.
Donald Duncan
CFP®, CFA®, CPA/PFS, CSEP, MBA
Savant Wealth Management
Chicago, IL
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Brian Rhoads
CFA, EA
Checkpoint Financial Planning, LLC
Highland Park, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Minimization Planning, Manage Risk Exposure, Gifting and Estate Planning, Plan Saving and Borrowing
Financial advice at personal checkpoints. Advice only, and only when needed – no pitches to manage your money, no financial product offers, and no long-term commitments.
Rebecca Conner
CPA/PFS, CFP®, RLP®
SeedSafe Financial LLC
Chicago, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning and Preparation, IPO Planning, Acquisitions
Fee-Only financial planner located in Austin, TX, serving tech professionals virtually via video calls, emails, and over the phone.
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.
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
Mark Meredith
CFP®
Meredith Wealth Planning
Maryville, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We offer tax planning and investment management services to clients across the country by charging a unique flat fee of $550 monthly ($6,600 annually) regardless of portfolio size.
Nicole Sullivan
CFP®, RMA®
Prism Planning Partners
Libertyville, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Small Business Planning, Investment Management, Charitable Giving, Tax Planning, Trust and Estate Planning, Budgeting and Cash Flow Planning, Insurance Analysis, Employee Benefits Review
Fee-Only financial planner located in Libertyville, IL, serving clients locally and across the country
Anthony Spangenberg
CFA®, CFP®, AWMA™®
Savant Wealth Management
Chicago, IL
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Daryl Dagit
CFP®, CRPS™®, CEP
Savant Wealth Management
Peoria, IL
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
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
Jim Garvin
CFP®, EA
SeedSafe Financial LLC
Chicago, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning and Preparation, IPO Planning, Acquisitions
Fee-Only financial planner located in Pittsburgh, PA, serving tech professionals virtually via video calls, emails, and over the phone.
Patti Hughes
CFP®, CPA, MSA, CSLP®
Lake Life Wealth Advisory Group LLC
Chicago, IL
Specialties: Comprehensive Financial Planning, Student Loan Planning and Repayment, 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
Adam Glassberg
CFP®, CIMA®
Savant Wealth Management
Downers Grove, IL
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
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.
Gabriel Abraham Shahin
CFP®, AIF®, MBA
Falcon Wealth Planning, Inc.
Oakbrook Terrace, IL
Specialties: Tax Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Fee-Only Financial Planner serving the Los Angeles region with headquarters in Ontario, CA, and additional offices in Irvine, Torrance, Pasadena, Temecula, Palm Desert, Fresno, and San Jose.
Gabriel Gonzalez
CRPC™, CFP®
Savant Wealth Management
Hoffman Estates, IL
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
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
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
Bradley Stewart
CFP®
Savant Wealth Management
Freeport, IL
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Larry Pershing
CFP®, RMA®
Optimum Retirement Planning
Lake Forest, 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
Matthew Barnard
CFP®, EA
Maplewood Wealth
Arlington Heights, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax-Smart Investing, Tax Preparation, Charitable Giving, College Education Planning
Accessible, fee-only financial planning for modern lives. Tailored strategies to fit your goals, without asset minimums. Local expertise, nationwide reach.
Valerie Rivera
CFP®
FirstGen Wealth
Chicago, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Financial Life Planning
Virtual, Fee-Only Financial Life Planning Practice located in Chicago, IL, serving clients locally and across the country
Grant Moore
MBA, MS, CFP®, MPAS™®, CRPC™®, AIF®, CRPS™®
Savant Wealth Management
Rockford, IL
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Bridget Sullivan Mermel
CFP®, CPA, MA
Sullivan Mermel, Inc.
Chicago, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Strategy, Tax Planning, Education Planning, Real Estate Analysis, Estate Planning, Insurance Analysis
Fee Only Financial Planner Located in Chicago, IL and Serving Clients Nationwide
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
Robert L. Riedl
CPA, CFP®, AWMA®, CFC®
Endowment Wealth Management Inc.
Chicago, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Private Equity Investing, Alternative Asset Implementation, College Education Planning
Fee-Only SEC Registered Investment Advisory firm that provides fiduciary financial planning & wealth management services. We have offices located in Appleton, Green Bay, Madison, Milwaukee WI, Chicago Il, and Hilton Head SC and clients in 23 states.
Allison Alexander
CFP®, CPA, CDFA®
Savant Wealth Management
Rockford, IL
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Brett Spencer
CFP®, CEPA, GFP
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
Christopher Ruedi
CFP®, CFA®, RICP®, MBA
Savant Wealth Management
Bloomington, IL
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Michelle Maton
CFP®, EA, CeFT®, RLP®, ADPA®
The Planning Center
Chicago, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Equity Compensation, Tax Planning, Family and Charitable Giving, Insurance & Benefits Review
At The Planning Center, we’ve been guiding individuals and families through all stages of life – growing wealth, building on life’s successes, and thriving in retirement. Serving clients across the country from multiple offices and virtual meetings.
Andrew Sivertsen
CFP®, EA, CeFT®
The Planning Center
Moline, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Equity Compensation, Tax Planning, Family and Charitable Giving, Insurance & Benefits Review
At The Planning Center, we’ve been guiding individuals and families through all stages of life – growing wealth, building on life’s successes, and thriving in retirement. Serving clients across the country from multiple offices and virtual meetings.
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
Kevin McFadden
CFP®, ABFP™, LUTCF®
Savant Wealth Management
Sterling, IL
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Jon Aldrich
CFP®, CPA
Focus Financial powered by Farther
Rockford, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning
Fee-Only financial planner located in Rockford, IL, serving clients locally and across the country
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.
Luke Van de Loo
CFP®
Sullivan Mermel, Inc.
Chicago, IL
Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, Investment Strategy, Real Estate Analysis, Estate Planning, Insurance Analysis
Fee Only Financial Planner Located in Chicago, IL and Serving Clients Nationwide
Danielle Dahn
CFP®, MBA
Savant Wealth Management
Naperville, IL
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
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
We Integrate Financial Planning, Investment Management, Tax Planning + Tax Preparation to Help You Create the Life You Envision.
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.
John Piershale
CFP®, AEP®
John Piershale Wealth Management
Crystal Lake, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Helping Retirees 55+ Create Tax-Efficient Income | Capital Preservation & Smart Growth | Fee-Only Fiduciary | Crystal Lake, IL
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
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.
Brandon Clouse
CFP®
Prism Planning Partners
Libertyville, IL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Small Business Planning, Investment Management, Charitable Giving, Tax Planning, Trust and Estate Planning, Budgeting and Cash Flow Planning, Insurance Analysis, Employee Benefits Review
Fee-Only financial planner located in Libertyville, IL, serving clients locally and across the country
Lois Basil
CFP®
Savant Wealth Management
Chicago, IL
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
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
Chelsea D. Rude
CFP®, MPAS™®, APMA™®, EA, CKA®, AIF®
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
Linda Coffey
CFP®, CDFA®
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
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)
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.
Andy Baxley
CFP®, MSFP
Two Trails Financial Planning
Chicago, IL
Specialties: Comprehensive financial life planning, Financial Independence/FIRE, Planning for mid-career professionals, Guidance for families with young kids, Investment Management, Retirement Income Planning, Tax Planning, Cash flow, Asset protection, Estate planning, College Education Planning, TIAA, Sudden money events, Equity compensation
At Two Trails Financial Planning, we help thoughtful mid-career professionals approach their wealth and their lives with a spirit of creativity and possibility.
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
Jerry Korabik
CFP®, CRPS™®, AIFA®
Savant Wealth Management
St. Charles, IL
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
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
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
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
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)
