CLINE FINANCIAL CONCEPTS, LLC
Champaign, IL
AUM
$86.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(217) 607-0251
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in IL
525 advisers found
OPTIMUM RETIREMENT PLANNING LLC
Lake Forest, IL
AUM
$85.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Fixed fees
847-497-5935
ATHENA ADVISOR SERVICES, LLC
Lombard, IL
AUM
$84.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
847-299-8877
MCKENNA CAPITAL, INC.
Wheaton, IL
AUM
$83.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
312 505-0091
HOKIN INVESTMENT ADVISORS INC.
Northbrook, IL
AUM
$82.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
224-269-0009
SCHAEFER WEALTH MANAGEMENT, INC.
Waterloo, IL
AUM
$82.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
618-939-8828
HERR CAPITAL MANAGEMENT LLC
Chicago, IL
AUM
$79.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
312-697-1600
TAOS INVESTMENT ADVISORS, LLC
Chicago, IL
AUM
$78.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
312-842-9892
CAPITAL MANAGEMENT GROUP, INC.
Wheaton, IL
AUM
$78.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
630-587-0198
CAPITAL MANAGEMENT CONSULTANTS
Northbrook, IL
AUM
$76.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
847-376-2747
NAJARIAN FAMILY OFFICE, LLC
Chicago, IL
AUM
$75.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
312-878-3147
MACRO WEALTH MANAGEMENT, INC.
Peoria, IL
AUM
$74.8M
Financial PlanningTrusts & EstatesRetirementFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +4 more
309-689-8481
PROSPERIFI LLC
Des Plaines, IL
AUM
$73.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
847-310-7133
CONTOUR FINANCIAL
Orland Park, IL
AUM
$71.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
708-460-3800
STONEBROOK CAPITAL MANAGEMENT, INC.
Oak Park, IL
AUM
$70.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
708-763-9780
CSH INVESTMENT MANAGEMENT
Taylorville, IL
AUM
$67.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
217-824-4211
4D FINANCIAL ADVISORS, LLC
Glen Ellyn, IL
AUM
$66.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(630) 364-2837
PEAK WEALTH PLANNING, LLC
Chicago, IL
AUM
$66.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
217-303-5040
KADISAK FINANCIAL SERVICES, INC.
Naperville, IL
AUM
$65.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
630-369-3336
RP ZEIGLER INVESTMENT SERVICES
Peoria, IL
AUM
$64.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
3092408787
PURPOSEPATH CAPITAL, LLC
Quincy, IL
AUM
$63.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-507-8158
STRATEGIC ADVISORS OF ILLINOIS
Northbrook, IL
AUM
$62.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
847-562-1300
INVESTMENT ADVISORS GROUP, LLC
Jacksonville, IL
AUM
$60.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
217-619-0046
MILESTONE MONEY
Chicago, IL
AUM
$56.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(312) 815-8335