KLINE CAPITAL MANAGEMENT LLC
Northfield, IL
AUM
$27.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
312-263-6100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in IL
525 advisers found
PIERSHALE WEALTH MANAGEMENT, LLC
Crystal Lake, IL
AUM
$27.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
815-893-2577
RETIREMENT MATTERS, INC.
Barrington, IL
AUM
$25.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
847-558-6991
MOMENTUM WEALTH MANAGEMENT
Northfield, IL
AUM
$24.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
847-418-8820
MISSIO INVESTMENT MANAGEMENT LLC
Hinsdale, IL
AUM
$24.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
630-323-5929
DCO CAPITAL MANAGEMENT LLC
Chicago, IL
AUM
$24.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
0 total employees
Clients
1-10
Fees
Percentage of AUM
312-932-8011
LEGACY WEALTH PLANNING
Bethalto, IL
AUM
$23.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
618-444-1785
SIMPLIFIED WEALTH MANAGEMENT, LLC
Barrington, IL
AUM
$23.1M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM
847-999-3693
GOODWIN ASSET MANAGEMENT INC.
Hinsdale, IL
AUM
$23.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
630-468-2920
THE MERIDIAN BUSINESS GROUP, LTD
River Grove, IL
AUM
$22.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
708-452-9169
ENVISION WEALTH PLANNING INC.
Chicago, IL
AUM
$21.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
312-448-1010
STOREHOUSE WEALTH MANAGEMENT, LLC
Peoria, IL
AUM
$21.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
3093703107
MONTE CAPITAL GROUP LLC
Downers Grove, IL
AUM
$20.9M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
646-455-3445
CORNERSTONE ASSET MANAGEMENT, INC.
Naperville, IL
AUM
$20.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
630-780-1025
RHODES CAPITAL MANAGEMENT, INC.
Batavia, IL
AUM
$20.0M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
630-301-0504
FIRST WEALTH ADVISORY, INC.
St.. Charles, IL
AUM
$19.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
331-901-5950
KCPAG FINANCIAL ADVISORS LLC
Robinson, IL
AUM
$19.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
14 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
618-544-4993
BLANKENSHIP FINANCIAL PLANNING, LTD.
New Berlin, IL
AUM
$18.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
217-488-6473
LONG PLANNING, LLC
Geneva, IL
AUM
$18.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
847-345-0880
JOSEPH WEALTH MANAGEMENT, LLC
Forest Park, IL
AUM
$17.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-807-2881
BENARI CAPITAL, LLC
Northbrook, IL
AUM
$17.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
847-748-0270
FAMILY FIRST WEALTH MANAGEMENT
Sycamore, IL
AUM
$16.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(815) 517-1755
REATHERFORD WEALTH MANAGEMENT LLC
Peoria, IL
AUM
$15.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
309-431-5380
FINANCIAL & BUSINESS CONSULTANTS
Swansea, IL
AUM
$15.5M
Financial PlanningFee-Only/Hourly
Team
—
Clients
26-50
Fees
Hourly charges; Commissions
618-234-2500