{
  "path": "/advisors/il/chicago/flat-fee",
  "url": "https://advisorcensus.com/advisors/il/chicago/flat-fee/page/7",
  "page_type": "metro_fee",
  "title": "Flat-fee financial advisors in Chicago, IL",
  "filters": {},
  "scope_total": 432,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Chicago, IL?",
      "a": "AdvisorCensus lists 1,071 investment advisory firms with a principal office in the Chicago metro area, from Form ADV filings as of October 2026: 635 SEC-registered, 299 state-registered, and 137 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Chicago, IL?",
      "a": "277 of the 1,071 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Chicago, IL offer financial planning?",
      "a": "465 of the 934 firms in Chicago, IL that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Chicago, IL fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 277 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 432 investment advisory firms with a principal office in the Chicago metro area that report fixed fees among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.",
  "about_market": "Chicago has 1,071 investment advisory firms with a principal office in the metro area as of October 2026: 635 SEC-registered, 299 state-registered, and 137 exempt reporting advisers. 277 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 266 report under $100 million in regulatory assets under management. The metro area has 3,643,783 households, 596,838 of them with income of $200,000 or more, or 557 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Flat-fee financial advisors in Chicago, IL: 432 firms from Form ADV filings as of October 2026.",
  "total_firms": 432,
  "page": 7,
  "total_pages": 9,
  "sort": "name",
  "registration_types": {
    "sec": 271,
    "state": 161,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 156
    },
    {
      "code": "percentage_of_aum",
      "count": 393
    },
    {
      "code": "hourly",
      "count": 244
    },
    {
      "code": "subscription",
      "count": 6
    },
    {
      "code": "fixed",
      "count": 432
    },
    {
      "code": "commissions",
      "count": 23
    },
    {
      "code": "performance_based",
      "count": 59
    },
    {
      "code": "other",
      "count": 54
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 130
    },
    {
      "code": "5_to_9",
      "count": 91
    },
    {
      "code": "10_to_19",
      "count": 114
    },
    {
      "code": "20_plus",
      "count": 97
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 70
    },
    {
      "code": "25m_100m",
      "count": 71
    },
    {
      "code": "100m_500m",
      "count": 128
    },
    {
      "code": "500m_1b",
      "count": 42
    },
    {
      "code": "1b_5b",
      "count": 41
    },
    {
      "code": "over_5b",
      "count": 49
    },
    {
      "code": "not_reported",
      "count": 31
    }
  ],
  "firms": [
    {
      "crd_number": 328318,
      "name": "Permanent Capital Management, LP",
      "name_as_filed": "PERMANENT CAPITAL MANAGEMENT, LP",
      "url": "https://advisorcensus.com/firm/permanent-capital-management-lp-chicago-il-328318",
      "city": "Chicago",
      "state": "IL",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 122959,
      "name": "Phase III Advisory Services, Ltd",
      "name_as_filed": "PHASE III ADVISORY SERVICES, LTD",
      "url": "https://advisorcensus.com/firm/phase-iii-advisory-services-ltd-buffalo-grove-il-122959",
      "city": "Buffalo Grove",
      "state": "IL",
      "years_registered": 21,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312770,
      "name": "Piershale Wealth Management, LLC",
      "name_as_filed": "PIERSHALE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/piershale-wealth-management-llc-crystal-lake-il-312770",
      "city": "Crystal Lake",
      "state": "IL",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116600,
      "name": "Pinnacle Financial Group LLC",
      "name_as_filed": "PINNACLE FINANCIAL GROUP LLC",
      "url": "https://advisorcensus.com/firm/pinnacle-financial-group-llc-western-springs-il-116600",
      "city": "Western Springs",
      "state": "IL",
      "years_registered": 16,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335324,
      "name": "Pivot Capital Partners LLC",
      "name_as_filed": "PIVOT CAPITAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/pivot-capital-partners-llc-chicago-il-335324",
      "city": "Chicago",
      "state": "IL",
      "years_registered": 1,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160319,
      "name": "Planpilot",
      "name_as_filed": "PLANPILOT",
      "url": "https://advisorcensus.com/firm/planpilot-chicago-il-160319",
      "city": "Chicago",
      "state": "IL",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307295,
      "name": "Pluto Wealth Management",
      "name_as_filed": "PLUTO WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/pluto-wealth-management-woodridge-il-307295",
      "city": "Woodridge",
      "state": "IL",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305777,
      "name": "Polaris Wealth Management, LLC",
      "name_as_filed": "POLARIS WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/polaris-wealth-management-llc-flossmoor-il-305777",
      "city": "Flossmoor",
      "state": "IL",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107269,
      "name": "PPM America Inc",
      "name_as_filed": "PPM AMERICA INC",
      "url": "https://advisorcensus.com/firm/ppm-america-inc-chicago-il-107269",
      "city": "Chicago",
      "state": "IL",
      "years_registered": 34,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173356,
      "name": "Prairie Investment Advisors, LLC",
      "name_as_filed": "PRAIRIE INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/prairie-investment-advisors-llc-naperville-il-173356",
      "city": "Naperville",
      "state": "IL",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327974,
      "name": "Prairieview Wealth & Tax Advisors",
      "name_as_filed": "PRAIRIEVIEW WEALTH & TAX ADVISORS",
      "url": "https://advisorcensus.com/firm/prairieview-wealth-and-tax-advisors-frankfort-il-327974",
      "city": "Frankfort",
      "state": "IL",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290485,
      "name": "Prism Planning Partners",
      "name_as_filed": "PRISM PLANNING PARTNERS",
      "url": "https://advisorcensus.com/firm/prism-planning-partners-libertyville-il-290485",
      "city": "Libertyville",
      "state": "IL",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133357,
      "name": "Promanage, LLC",
      "name_as_filed": "PROMANAGE, LLC",
      "url": "https://advisorcensus.com/firm/promanage-llc-chicago-il-133357",
      "city": "Chicago",
      "state": "IL",
      "years_registered": 21,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292771,
      "name": "Prosperifi LLC",
      "name_as_filed": "PROSPERIFI LLC",
      "url": "https://advisorcensus.com/firm/prosperifi-llc-des-plaines-il-292771",
      "city": "Des Plaines",
      "state": "IL",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307477,
      "name": "Quincy Wells Advisors, LLC",
      "name_as_filed": "QUINCY WELLS ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/quincy-wells-advisors-llc-chicago-il-307477",
      "city": "Chicago",
      "state": "IL",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324695,
      "name": "RAI Wealth",
      "name_as_filed": "RAI WEALTH",
      "url": "https://advisorcensus.com/firm/rai-wealth-naperville-il-324695",
      "city": "Naperville",
      "state": "IL",
      "years_registered": 3,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153641,
      "name": "RCM Wealth Advisors",
      "name_as_filed": "RCM WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/rcm-wealth-advisors-chicago-il-153641",
      "city": "Chicago",
      "state": "IL",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310981,
      "name": "Redmont Wealth",
      "name_as_filed": "REDMONT WEALTH",
      "url": "https://advisorcensus.com/firm/redmont-wealth-chicago-il-310981",
      "city": "Chicago",
      "state": "IL",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292377,
      "name": "Redwing Financial",
      "name_as_filed": "REDWING FINANCIAL",
      "url": "https://advisorcensus.com/firm/redwing-financial-st-charles-il-292377",
      "city": "St. Charles",
      "state": "IL",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123842,
      "name": "Regal Advisory Services, Inc.",
      "name_as_filed": "REGAL ADVISORY SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/regal-advisory-services-inc-glenview-il-123842",
      "city": "Glenview",
      "state": "IL",
      "years_registered": 16,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283187,
      "name": "Regal Oak Financial, LLC",
      "name_as_filed": "REGAL OAK FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/regal-oak-financial-llc-frankfort-il-283187",
      "city": "Frankfort",
      "state": "IL",
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314635,
      "name": "Retire Ready Inc",
      "name_as_filed": "RETIRE READY INC",
      "url": "https://advisorcensus.com/firm/retire-ready-inc-olympia-fields-il-314635",
      "city": "Olympia Fields",
      "state": "IL",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167152,
      "name": "Retirement Matters, Inc.",
      "name_as_filed": "RETIREMENT MATTERS, INC.",
      "url": "https://advisorcensus.com/firm/retirement-matters-inc-barrington-il-167152",
      "city": "Barrington",
      "state": "IL",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 122758,
      "name": "Retirement Plan Advisors, LLC",
      "name_as_filed": "RETIREMENT PLAN ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/retirement-plan-advisors-llc-chicago-il-122758",
      "city": "Chicago",
      "state": "IL",
      "years_registered": 22,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123441,
      "name": "Retirement Planners, Inc.",
      "name_as_filed": "RETIREMENT PLANNERS, INC.",
      "url": "https://advisorcensus.com/firm/retirement-planners-inc-oak-brook-il-123441",
      "city": "Oak Brook",
      "state": "IL",
      "years_registered": 33,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157079,
      "name": "Retirement Portfolio Partners",
      "name_as_filed": "RETIREMENT PORTFOLIO PARTNERS",
      "url": "https://advisorcensus.com/firm/retirement-portfolio-partners-warrenville-il-157079",
      "city": "Warrenville",
      "state": "IL",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159380,
      "name": "Rhodes Capital Management, Inc.",
      "name_as_filed": "RHODES CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/rhodes-capital-management-inc-batavia-il-159380",
      "city": "Batavia",
      "state": "IL",
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331240,
      "name": "Rhodo Wealth Management LLC",
      "name_as_filed": "RHODO WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/rhodo-wealth-management-llc-geneva-il-331240",
      "city": "Geneva",
      "state": "IL",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284046,
      "name": "Ripple Ridge Enterprises LLC",
      "name_as_filed": "RIPPLE RIDGE ENTERPRISES LLC",
      "url": "https://advisorcensus.com/firm/ripple-ridge-enterprises-llc-countryside-il-284046",
      "city": "Countryside",
      "state": "IL",
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333576,
      "name": "Rise Investment Management, LLC",
      "name_as_filed": "RISE INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/rise-investment-management-llc-chicago-il-333576",
      "city": "Chicago",
      "state": "IL",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308357,
      "name": "Rive Capital Advisors LLC",
      "name_as_filed": "RIVE CAPITAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/rive-capital-advisors-llc-oak-brook-il-308357",
      "city": "Oak Brook",
      "state": "IL",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153537,
      "name": "River Street Advisors, LLC",
      "name_as_filed": "RIVER STREET ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/river-street-advisors-llc-aurora-il-153537",
      "city": "Aurora",
      "state": "IL",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167187,
      "name": "Riverbend Planning Group LLC",
      "name_as_filed": "RIVERBEND PLANNING GROUP LLC",
      "url": "https://advisorcensus.com/firm/riverbend-planning-group-llc-chicago-il-167187",
      "city": "Chicago",
      "state": "IL",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168346,
      "name": "Riverpoint Wealth Management",
      "name_as_filed": "RIVERPOINT WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/riverpoint-wealth-management-chicago-il-168346",
      "city": "Chicago",
      "state": "IL",
      "years_registered": 13,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109792,
      "name": "Roberts, Glore & Co.",
      "name_as_filed": "ROBERTS, GLORE & CO.",
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  "csv": null,
  "source": {
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    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
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}