Flat fee financial advisors in Illinois

Flat fee advisors quote one price for a plan or a project. So you know the total before you start.

The median published flat or project fee in Illinois is $4,625, from 172 firms that filed as flat fee financial advisors and list a price. The middle half charge $2,500⁠-⁠$7,750. Updated October 2026.

What advisors in Illinois charge, from their filed brochures
FeeMedianMiddle half of firmsFirms with a published fee
Flat or project fee$4,625$2,500⁠-⁠$7,750172 firms
Data as of October 2026. Each firm counts once, at the midpoint of the range it publishes. How we calculate this

Flat fee financial advisors in Illinois and their published fees

172 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
Interactive Financial AdvisorsNew Lenox$100⁠-⁠$400/hr$48⁠-⁠$7,500Not published
Chicago Investment Advisory Council, Inc.St. Charles$150⁠-⁠$250/hr$100⁠-⁠$2,500Not published
Echo Prudent Capital LLCGlenview$50⁠-⁠$300/hr$100⁠-⁠$5,000Not published
Unique Wealth StrategiesBurr RidgeNot published$100⁠-⁠$15,000Not published
Latko Wealth Management, LTD.Frankfort$200⁠-⁠$400/hr$200⁠-⁠$5,000Not published
Momentum Fintech LLCLisleNot published$200⁠-⁠$1,000Not published
Ameribanc CorporationHoffman Estates$500/hr$250⁠-⁠$5,000Not published
Mygen PlanningChicago$250/hr$250⁠-⁠$750$125⁠-⁠$500/mo
Pinnacle Financial PlanningAuroraNot published$250⁠-⁠$2,000Not published
Retirement Planners, Inc.Oak BrookNo AUM feeNot published$250⁠-⁠$1,200Not published
Rise Investment Management, LLCChicago$250/hr$250⁠-⁠$15,000$50⁠-⁠$1,000/mo
Savant Wealth ManagementRockford$100⁠-⁠$500/hr$250⁠-⁠$10,000Not published
SGL Financial, LLCBuffalo Grove$250/hr$250⁠-⁠$5,000Not published
Signet Private Wealth, LLCChicago$100⁠-⁠$500/hr$250⁠-⁠$10,000Not published
Winslow Financial LLCLake Bluff$50⁠-⁠$400/hr$250Not published
Bourbon Financial ManagementChicagoNo AUM feeNot published$300⁠-⁠$1,000$300/mo
Chestnut Beach WealthWilmetteNot published$300Not published
Kadisak Financial Services, Inc.NapervilleNot published$350Not published
Left Brain Wealth Management, LLCNaperville$600/hr$499Not published
Ark Advisors LLCBloomingtonNot published$500⁠-⁠$20,000Not published
Bentley Financial GroupDowners GroveNot published$500⁠-⁠$20,000Not published
Cannata & Company, LLCRoselleNo AUM fee$250/hr$500⁠-⁠$10,000Not published
CTS Financial Planning, Inc.Chicago$125⁠-⁠$500/hr$500⁠-⁠$7,500Not published
Elite Focus Private Wealth, LLCChicagoNot published$500⁠-⁠$5,000Not published
Greenstone Belt Wealth Advisors, LLCChicago$100⁠-⁠$500/hr$500⁠-⁠$25,000Not published
Highpoint Planning PartnersDowners GroveNot published$500⁠-⁠$20,000Not published
Horizon Wealth ManagementLa GrangeNot published$500⁠-⁠$3,000Not published
Huckstep Asset Management, LLCOak ParkNot published$500⁠-⁠$6,000Not published
JMC WealthChicagoNo AUM feeNot published$500⁠-⁠$25,000Not published
Kollar Wealth Advisors, LLCNorthbrook$200/hr$500Not published
Leelyn Smith, LLCGeneva$150⁠-⁠$350/hr$500⁠-⁠$5,000Not published
Leslie Global Wealth, LLCItasca$125⁠-⁠$500/hr$500⁠-⁠$25,000Not published
Long Planning, LLCGenevaNot published$500⁠-⁠$5,000Not published
Margin Advisory Group LLCMount Carmel$250/hr$500⁠-⁠$7,500Not published
Mckenna Capital, Inc.Wheaton$250⁠-⁠$500/hr$500⁠-⁠$10,000Not published
Menominee CapitalChicago$175/hr$500$150/mo
Prairie Rivers Investments, LLCRobinson$400/hr$500⁠-⁠$25,000Not published
Rhodes Capital Management, Inc.BataviaNot published$500⁠-⁠$10,000Not published
Sequoia Wealth Management, LLCBarrington$500/hr$500⁠-⁠$25,000Not published
The Planning GroupNorthfield$100⁠-⁠$500/hr$500⁠-⁠$25,000Not published
Vector7 CapitalChicago$200/hr$500$2,000/yr
Baldwin Financial Advisors, LLCArlington HeightsNo AUM feeNot published$660⁠-⁠$7,490Not published
Daly Investment Management, LLCMount Prospect$300/hr$750⁠-⁠$3,000Not published
SC Wealth AdvisorsOakbrook Terrace$250/hr$750Not published
Schabell Financial, LLCNapervilleNot published$750Not published
Skinner, Copper & Ehmen Wealth Management, LLCSpringfield$300/hr$750⁠-⁠$10,000Not published
Clancy Capital Advisors LLCChicago$300/hr$800⁠-⁠$10,000$7,000⁠-⁠$25,000/yr
Pinnacle Planning Advisors, LLCEvanston$350/hr$800⁠-⁠$3,000$2,000⁠-⁠$12,000/yr
Maplewood WealthArlington HeightsNot published$995⁠-⁠$5,000$6,000/yr
Avenue 90Palos Park$250/hr$1,000⁠-⁠$15,000$1,500⁠-⁠$15,000/yr
Bayworth CapitalChicagoNot published$1,000⁠-⁠$10,000Not published
Bcu Wealth Advisors, LLCVernon HillsNot published$1,000⁠-⁠$10,000Not published
Capstone Financial Advisors IncDowners Grove$150⁠-⁠$400/hr$1,000⁠-⁠$30,000Not published
Defined Capital LLCOak Brook$250/hr$1,000⁠-⁠$2,500$600⁠-⁠$2,500/yr
DFG Wealth Management, LLCBartlett$100⁠-⁠$150/hr$1,000⁠-⁠$10,000Not published
Evergreen WealthSpringfield$300/hr$1,000⁠-⁠$7,000$2,500⁠-⁠$100,000/yr
Factor Wealth ManagementChicago$100⁠-⁠$300/hr$1,000⁠-⁠$5,000Not published
Firstgen WealthChicago$495/hr$1,000⁠-⁠$2,500$6,500/yr
Inspirion Wealth Advisors, LLCLibertyville$300/hr$1,000⁠-⁠$10,000Not published
Keesha Tyler LLCChicagoNo AUM fee$325/hr$1,000⁠-⁠$2,500Not published
Meredith Wealth PlanningMaryvilleNo AUM feeNot published$1,000⁠-⁠$6,000$625/mo
MT Financial PlanningLake BarringtonNot published$1,000⁠-⁠$10,000Not published
Promanage, LLCChicago$75⁠-⁠$800/hr$1,000⁠-⁠$150,000Not published
Rude Wealth AdvisoryOlney$250/hr$1,000$275/mo
Shinneman Wealth GroupNorthbrookNot published$1,000Not published
Sure Foundation Wealth Planning, LLCGrayslake$350/hr$1,000⁠-⁠$3,000Not published
Threshold Wealth Advisors LLCGlenviewNot published$1,000⁠-⁠$25,000Not published
Watershed Private WealthOak BrookNot published$1,000⁠-⁠$10,000Not published
Wellment FinancialElmhurstNot published$1,000⁠-⁠$24,000$300⁠-⁠$1,500/mo
Harvest Investment Services, LLCOakbrook TerraceNot published$1,200Not published
Hightower & Boler, LLCChicago$300/hr$1,200⁠-⁠$3,000Not published
Haas Trade Advisors LLCDavis JunctionNo AUM feeNot published$1,250Not published
The Mosaic Financial Group, LLCChicago$150⁠-⁠$450/hr$1,250⁠-⁠$10,000Not published
Essential Financial StrategiesOrland ParkNo AUM fee$350/hr$1,400$6,000⁠-⁠$20,000/yr
Cline Financial Concepts, LLCChampaign$150/hr$1,500Not published
Cura Wealth Advisors, LLCChicago$350/hr$1,500⁠-⁠$10,000Not published
Defender Asset Management LLCEvanston$125/hr$1,500⁠-⁠$30,000Not published
Haland Wealth ManagementChicagoNo AUM feeNot published$1,500⁠-⁠$2,500$4,800⁠-⁠$40,000/yr
Jackalope CapitalChicagoNot published$1,500$500/mo
KRM Financial Planning & Wealth Management, LLCSt. Charles$250/hr$1,500⁠-⁠$50,000Not published
Mendel Money Management IncNorthbrook$250⁠-⁠$500/hr$1,500⁠-⁠$3,000$100/mo
Mirretti Perryman Wealth Strategies, LLCSkokie$300/hr$1,500⁠-⁠$5,000Not published
O'connor Financial Group LLCQuincyNot published$1,500$100⁠-⁠$1,000/mo
Paisley Financial LLCHomer Glen$250/hr$1,500⁠-⁠$5,000Not published
RCM Wealth AdvisorsChicago$150/hr$1,500Not published
Rook Financial LLCOak Park$450/hr$1,500$27,500/yr
Sansone CPA & FinancialCrystal Lake$300/hr$1,500⁠-⁠$9,500Not published
Stonebridge Wealth Management LLCOak Brook$500/hr$1,500⁠-⁠$10,000Not published
The Planning Center, Inc.Moline$75⁠-⁠$500/hr$1,500⁠-⁠$12,000$10,000/yr
Trueman BrownLake Zurich$300/hr$1,500⁠-⁠$8,000Not published
Voyage Point Wealth ManagementArlington Heights$250/hr$1,500⁠-⁠$3,500Not published
Atk Financial ProsperityOswego$200/hrUp to $2,000$3,000/yr
Canela Wealth LLCRiversideNo AUM fee$250/hr$2,000⁠-⁠$5,000Not published
Doncaster Wealth LLCHinsdaleNot published$2,000⁠-⁠$20,000$3,000⁠-⁠$20,000/yr
Focused Up Financial, LLCRiverside$300⁠-⁠$350/hr$2,000Not published
Galvanize Wealth LLCLa Grange ParkNot published$2,000⁠-⁠$5,000Not published
Independent CapitalChicagoNot published$2,000Not published
Merino Wealth ManagementGlenview$500/hr$2,000⁠-⁠$5,000$8,000⁠-⁠$25,000/yr
Piershale Wealth Management, LLCCrystal Lake$300/hr$2,000⁠-⁠$4,000$4,000⁠-⁠$15,000/yr
Retire Ready IncOlympia FieldsNot published$2,000⁠-⁠$4,500$225⁠-⁠$350/mo
Riverpoint Wealth ManagementChicagoNot published$2,000⁠-⁠$50,000$5,000/yr
Sebold Capital Management, IncLisleNot published$2,000$20,000⁠-⁠$50,000/yr
Slagle Financial, LLC.Edwardsville$200⁠-⁠$500/hr$2,000Not published
Vidarrow Investment AdvisorsArlington Heights$395/hr$2,000⁠-⁠$50,000$800/mo
Wentsel Wealth Management, LLCWestern SpringsNot published$2,000⁠-⁠$3,000$100⁠-⁠$400/mo
Wysopal WealthLa Grange Park$500/hr$2,000⁠-⁠$25,000$15,000/yr
Apis Financial Group, LLCVilla ParkNot published$2,400$2,400/yr
Illuminate Wealth ManagementBarringtonNot published$2,400⁠-⁠$10,000Not published
Copperwood FinancialBurr Ridge$400/hr$2,500Not published
Couleur InvestmentsWilmetteNot published$2,500⁠-⁠$10,000Not published
GH Private Wealth Management, Inc.Chicago$500/hr$2,500Not published
Grosse Point Capital ManagementEvanstonNot published$2,500⁠-⁠$10,000Not published
Horizon Family Wealth, Inc.Chicago$500/hr$2,500⁠-⁠$25,000Not published
Johnston Investment Counsel, LTD.PeoriaNot published$2,500Not published
K&h Wealth PartnersNorthbrookNot published$2,500⁠-⁠$10,000Not published
Lake StreetChicagoNot published$2,500Not published
Optimum Retirement Planning LLCLibertyvilleNo AUM feeNot published$2,500⁠-⁠$7,500$3,500⁠-⁠$35,000/yr
Pluto Wealth ManagementWoodridge$200/hr$2,500⁠-⁠$10,000$150⁠-⁠$175/mo
Seam FinancialChicagoNot published$2,500⁠-⁠$20,000Not published
Servant's Heart Financial PlanningPalos ParkNo AUM fee$275/hr$2,500⁠-⁠$5,000$250/mo
Crescendo Financial Planners Inc.Oak BrookNo AUM feeNot published$2,640⁠-⁠$4,320$3,300⁠-⁠$20,000/yr
JK Financial Planning,inc.Vernon Hills$175⁠-⁠$350/hr$2,700⁠-⁠$2,850Not published
Alo Financial PlanningMount ProspectNot published$3,000Not published
Ascent Fintech LLCCarol Stream$250/hr$3,000Not published
Chase Allen WealthChicagoNo AUM fee$350/hr$3,000⁠-⁠$7,500Not published
Checkpoint Financial PlanningHighland ParkNo AUM fee$375/hr$3,000Not published
Detterbeck Wealth ManagementPalatineNot published$3,000⁠-⁠$10,000$3,000⁠-⁠$10,000/yr
Guardian Rock Wealth Investment Management, Inc.LisleNot published$3,000⁠-⁠$6,000Not published
Lamke Financial LLCWheatonNo AUM fee$190/hr$3,000⁠-⁠$4,500$1,500/yr
Landphair Wealth Management LLCDeerfieldNot published$3,000⁠-⁠$10,000Not published
Lucas Group Financial Advisors, LLCFreeport$300⁠-⁠$600/hr$3,000⁠-⁠$25,000Not published
Mindful Money Financial Counsel, LLCChicagoNo AUM fee$600/hr$3,000⁠-⁠$6,000$60/mo
Modern Capital ConceptsChicagoNo AUM fee$450/hr$3,000$250/mo
Rhodo Wealth Management LLCGenevaNot published$3,000⁠-⁠$10,000Not published
Toft Wealth, LLCNormalNot published$3,000⁠-⁠$40,000Not published
Two Trails Financial PlanningOak Park$350/hr$3,000⁠-⁠$17,000$5,000⁠-⁠$20,000/yr
Royal Asset ManagersSt. Charles$300/hr$3,250$500/yr
Financial Elements, IncRolling Meadows$400⁠-⁠$500/hr$3,500⁠-⁠$10,000Not published
Outside the Box Financial Planning, LLCWheeling$250⁠-⁠$450/hr$3,500⁠-⁠$15,000Not published
Vermillion Financial Advisors, Inc.South BarringtonNot published$3,500⁠-⁠$7,750$170⁠-⁠$530/mo
Expressive Wealth LLCChicagoNot published$4,000⁠-⁠$10,000Not published
Family First Wealth ManagementSycamore$400/hr$4,000$5,000/yr
Wisdom InvestmentsHoffman Estates$250/hr$4,000$375/qtr
Pebble Valley Wealth ManagementWestern SpringsNot published$4,100⁠-⁠$10,000Not published
Mosaic Fi LLCLincolnshire$400/hr$4,200$50⁠-⁠$125/qtr
Lelah Financial, LLCRiverwoodsNot published$4,388$99/mo
Milestone Advisory Group, LLCWashingtonNot published$4,500$6,000/yr
Greatdane Investment LLCMoline$300/hr$4,800Not published
The Wealthy ParentChicagoNo AUM fee$300/hr$4,950$800/mo
Fiducient Advisors LLCChicagoNot published$5,000⁠-⁠$150,000Not published
Impact FinancialChicago$800/hr$5,000$400/mo
Lakeshore Private Office LLCChicago$600/hr$5,000$5,000/yr
Retirement Matters, Inc.BarringtonNot published$5,000Not published
Nexjenn Financial ServicesNapervilleNot published$5,500⁠-⁠$10,000$450⁠-⁠$835/mo
Engage Wealth Group, LLCNorthfield$600/hr$6,000$1,500⁠-⁠$50,000/qtr
One Wild Life Advisors LLCChicago$400/hr$6,000$10,000/yr
Prism Planning PartnersLibertyville$350⁠-⁠$500/hr$6,500Not published
Cedar Capital, LLCGlen EllynNot published$8,000Not published
Burling Wealth PartnersChicagoNot published$10,000⁠-⁠$100,000Not published
Dillow Wealth Management LLCOak BrookNot published$10,000⁠-⁠$100,000Not published
Financial Design Studio, Inc.Deer Park$250/hr$10,000Not published
Fra Wealth Management LLCO'fallonNot published$10,000Not published
Hendricks Wealth and Estate ManagementAlgonquin$695/hr$10,000Not published
JMG Financial Group LTDDowners Grove$100⁠-⁠$600/hr$10,000⁠-⁠$50,000$20,000/yr
Lestna Retirement, LLCChicago$350/hr$10,000⁠-⁠$18,000$10,000/yr
Lincolnbridge Financial Planning, LLCOglesby$500/hr$10,000Not published
Pathfinder Advisory, Inc.Rockford$300/hr$10,000Not published
Sierens Financial Group, Inc.Elgin$250/hr$10,000Not published
Ventoux Financial Advisors, LLCChicago$400/hr$15,000Not published
Trifecta Capital Advisors, LLCNorthbrookNot published$20,000Not published
Altman AdvisorsChicago$500/hr$25,000Not published
SRJ Financial Consulting LLCLombard$200/hr$50,000Not published
Also filed as flat fee financial advisors, without a published price (273)

Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.

Flat fee financial advisors in other states