Advice-Only Financial Advisors in Illinois

Browse verified advice-only financial advisors in Illinois. These advisors provide unbiased financial advice without managing your investments or earning commissions — you pay only for their expertise.

Amy Rosenow

Amy Rosenow, CFA, CFP®

Bold Vision Financial

One-time$2,750+
Hourly$385+/hr
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Amy Rosenow is the founder of Bold Vision Financial, an advice-only financial planning and education firm focused on women, families, and entrepreneur...

Ideal for
Women • High Earners
Specializes in
InvestmentsEmployee BenefitsRetirement
Linda Rapisardo
Monthly$300+/mo
Annual$3,600+/yr
One-time$2,500+
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I help first-gen professionals stop guessing and start building real financial confidence and wealth.

Ideal for
Families with Children • Young Professionals
Specializes in
BudgetingEmployee BenefitsInvestments
Maggie Klokkenga

Maggie Klokkenga, CFP®, AFC®

Abundo Wealth

Not accepting clients
Monthly$199/mo
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Maggie is passionate about helping her clients align their money with what they truly value.

Ideal for
FIRE • Newlyweds/Couples
Specializes in
Tax Strategies
BudgetingPre-Retirement Planning
Mike Cattapan

Mike Cattapan

Abundo Wealth

Not accepting clients
Monthly$199/mo
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I provide individuals and families comprehensive and objective advice that helps align their financial lives with their personal goals and values.

Ideal for
Pre-Retirees • Young Professionals
Specializes in
RetirementTax StrategiesInvestments
Kelly Palmer

Kelly Palmer, CFA, CFP®

The Wealthy Parent

Monthly$750/mo
Annual$9,000/yr
One-time$4,950
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I help millennial families with equity compensation enjoy life now and feel confident about the future.

Ideal for
Families with Children • FIRE
Specializes in
Tax Strategies
Equity Compensation
Investments
Brian Rhoads

Brian Rhoads, CFA, EA

Checkpoint Financial Planning, LLC

One-time$3,000
Hourly$375/hr
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I support Validators and DIYers with financial advice at personal checkpoints. Advice only, and only when needed.

Ideal for
DIY Investors • FIRE
Specializes in
InvestmentsInsuranceTax Strategies
Patrick Bourbon

Patrick Bourbon, CFA, CFP®

Bourbon Financial Management

Monthly$500+/mo
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Patrick is your personal Chief Financial Officer. His main goal is to give you the best tools possible to improve your financial decisions.

Ideal for
Business Owners • High Net Worth
Specializes in
Tax StrategiesInvestmentsRetirement
Nancy Doyle

Nancy Doyle, CFA, CFT

Manage Your Financial Life

Not accepting clients
Hourly$250/hr
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It is time to get your financial house in order. As an advice-only hourly planner, I help women become more knowledgeable and engaged in their financi...

Ideal for
Women • Divorced Individuals
Specializes in
InvestmentsRetirement Life PlanningPre-Retirement Planning