# Flat-fee financial advisors in Illinois

> AdvisorCensus lists 590 investment advisory firms with a principal office in Illinois 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/il/flat-fee

## At a glance

- Investment advisory firms: 590
- Registration: SEC-registered investment adviser: 313, State-registered investment adviser: 277
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 229 (39%); Percentage of assets 526 (89%); Hourly charges 342 (58%); Subscription fees (newsletter or periodical) 8 (1%); Fixed fees 590 (100%); Commissions 33 (6%); Performance-based fees 63 (11%); Other 69 (12%)
- Regulatory assets under management (Item 5.F): Under $25 million 137 (23%); $25 million to $100 million 92 (16%); $100 million to $500 million 154 (26%); $500 million to $1 billion 47 (8%); $1 billion to $5 billion 50 (8%); Over $5 billion 52 (9%); Not reported 58 (10%)
- Years registered: Under 5 years 189 (32%); 5 to 9 years 129 (22%); 10 to 19 years 154 (26%); 20 years or more 118 (20%)

## Firms (page 1 of 12, 1 to 50 of 590, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [103 Advisory Group](https://advisorcensus.com/firm/103-advisory-group-chicago-il-314694) ([md](https://advisorcensus.com/firm/103-advisory-group-chicago-il-314694.md)) | 314694 | Chicago, IL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [15 Wealth Advisors LLC](https://advisorcensus.com/firm/15-wealth-advisors-llc-mundelein-il-337459) ([md](https://advisorcensus.com/firm/15-wealth-advisors-llc-mundelein-il-337459.md)) | 337459 | Mundelein, IL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [210 Financial](https://advisorcensus.com/firm/210-financial-morton-il-328570) ([md](https://advisorcensus.com/firm/210-financial-morton-il-328570.md)) | 328570 | Morton, IL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [4D Financial Advisors, LLC](https://advisorcensus.com/firm/4d-financial-advisors-llc-glen-ellyn-il-162473) ([md](https://advisorcensus.com/firm/4d-financial-advisors-llc-glen-ellyn-il-162473.md)) | 162473 | Glen Ellyn, IL | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee |
| [4WEALTH Advisors, Inc.](https://advisorcensus.com/firm/4wealth-advisors-inc-burr-ridge-il-129727) ([md](https://advisorcensus.com/firm/4wealth-advisors-inc-burr-ridge-il-129727.md)) | 129727 | Burr Ridge, IL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee, Other |
| [50 South Capital Advisors, LLC](https://advisorcensus.com/firm/50-south-capital-advisors-llc-chicago-il-174762) ([md](https://advisorcensus.com/firm/50-south-capital-advisors-llc-chicago-il-174762.md)) | 174762 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 11 | % of assets, Fixed fee, Performance fee |
| [AAM](https://advisorcensus.com/firm/aam-chicago-il-109875) ([md](https://advisorcensus.com/firm/aam-chicago-il-109875.md)) | 109875 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Fixed fee, Performance fee |
| [Aaron Wealth Advisors](https://advisorcensus.com/firm/aaron-wealth-advisors-chicago-il-298079) ([md](https://advisorcensus.com/firm/aaron-wealth-advisors-chicago-il-298079.md)) | 298079 | Chicago, IL | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Fixed fee |
| [Aberdeen Wealth Management LLC](https://advisorcensus.com/firm/aberdeen-wealth-management-llc-lake-bluff-il-108525) ([md](https://advisorcensus.com/firm/aberdeen-wealth-management-llc-lake-bluff-il-108525.md)) | 108525 | Lake Bluff, IL | SEC-registered investment adviser | $500 million to $1 billion | 26 | % of assets, Hourly, Fixed fee |
| [Advyzon Investment Management, LLC](https://advisorcensus.com/firm/advyzon-investment-management-llc-lisle-il-318816) ([md](https://advisorcensus.com/firm/advyzon-investment-management-llc-lisle-il-318816.md)) | 318816 | Lisle, IL | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Fixed fee |
| [AGR Partners LLC](https://advisorcensus.com/firm/agr-partners-llc-chicago-il-283081) ([md](https://advisorcensus.com/firm/agr-partners-llc-chicago-il-283081.md)) | 283081 | Chicago, IL | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Fixed fee, Performance fee |
| [Air Asset Management](https://advisorcensus.com/firm/air-asset-management-chicago-il-288165) ([md](https://advisorcensus.com/firm/air-asset-management-chicago-il-288165.md)) | 288165 | Chicago, IL | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Fixed fee, Performance fee |
| [Alera Investment Advisors, LLC](https://advisorcensus.com/firm/alera-investment-advisors-llc-deerfield-il-287906) ([md](https://advisorcensus.com/firm/alera-investment-advisors-llc-deerfield-il-287906.md)) | 287906 | Deerfield, IL | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Hourly, Fixed fee |
| [ALO Financial Planning](https://advisorcensus.com/firm/alo-financial-planning-mount-prospect-il-297002) ([md](https://advisorcensus.com/firm/alo-financial-planning-mount-prospect-il-297002.md)) | 297002 | Mount Prospect, IL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Altair Advisers, LLC](https://advisorcensus.com/firm/altair-advisers-llc-chicago-il-120642) ([md](https://advisorcensus.com/firm/altair-advisers-llc-chicago-il-120642.md)) | 120642 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 24 | % of assets, Hourly, Fixed fee |
| [Altman Advisors](https://advisorcensus.com/firm/altman-advisors-chicago-il-281778) ([md](https://advisorcensus.com/firm/altman-advisors-chicago-il-281778.md)) | 281778 | Chicago, IL | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [Ameribanc Corporation](https://advisorcensus.com/firm/ameribanc-corporation-hoffman-estates-il-124207) ([md](https://advisorcensus.com/firm/ameribanc-corporation-hoffman-estates-il-124207.md)) | 124207 | Hoffman Estates, IL | State-registered investment adviser | Under $25 million | 39 | % of assets, Hourly, Fixed fee |
| [American Community Wealth Management, LLC](https://advisorcensus.com/firm/american-community-wealth-management-llc-crystal-lake-il-147376) ([md](https://advisorcensus.com/firm/american-community-wealth-management-llc-crystal-lake-il-147376.md)) | 147376 | Crystal Lake, IL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Anderson Wealth Advisors LLC](https://advisorcensus.com/firm/anderson-wealth-advisors-llc-149437) ([md](https://advisorcensus.com/firm/anderson-wealth-advisors-llc-149437.md)) | 149437 | Not reported, Not reported | State-registered investment adviser | Not reported | 17 | Hourly, Fixed fee |
| [AON Investments USA Inc.](https://advisorcensus.com/firm/aon-investments-usa-inc-chicago-il-105596) ([md](https://advisorcensus.com/firm/aon-investments-usa-inc-chicago-il-105596.md)) | 105596 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 44 | % of assets, Hourly, Fixed fee |
| [AON Securities LLC](https://advisorcensus.com/firm/aon-securities-llc-chicago-il-4138) ([md](https://advisorcensus.com/firm/aon-securities-llc-chicago-il-4138.md)) | 4138 | Chicago, IL | SEC-registered investment adviser | Not reported | 11 | Fixed fee |
| [Apis Financial Group, LLC](https://advisorcensus.com/firm/apis-financial-group-llc-312493) ([md](https://advisorcensus.com/firm/apis-financial-group-llc-312493.md)) | 312493 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 5 | % of assets, Fixed fee |
| [April Asset Management LLC](https://advisorcensus.com/firm/april-asset-management-llc-deerfield-il-342362) ([md](https://advisorcensus.com/firm/april-asset-management-llc-deerfield-il-342362.md)) | 342362 | Deerfield, IL | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Arbor Financial Services, LLC](https://advisorcensus.com/firm/arbor-financial-services-llc-downers-grove-il-150713) ([md](https://advisorcensus.com/firm/arbor-financial-services-llc-downers-grove-il-150713.md)) | 150713 | Downers Grove, IL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee, Other |
| [Archford Capital Strategies, LLC](https://advisorcensus.com/firm/archford-capital-strategies-llc-swansea-il-164482) ([md](https://advisorcensus.com/firm/archford-capital-strategies-llc-swansea-il-164482.md)) | 164482 | Swansea, IL | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Hourly, Fixed fee |
| [Ardor Investment Management Consulting](https://advisorcensus.com/firm/ardor-investment-management-consulting-northfield-il-123206) ([md](https://advisorcensus.com/firm/ardor-investment-management-consulting-northfield-il-123206.md)) | 123206 | Northfield, IL | State-registered investment adviser | Under $25 million | 30 | % of assets, Hourly, Fixed fee |
| [Arena Private Wealth](https://advisorcensus.com/firm/arena-private-wealth-chicago-il-332302) ([md](https://advisorcensus.com/firm/arena-private-wealth-chicago-il-332302.md)) | 332302 | Chicago, IL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee, Performance fee |
| [Arete Wealth Advisors, LLC](https://advisorcensus.com/firm/arete-wealth-advisors-llc-chicago-il-145488) ([md](https://advisorcensus.com/firm/arete-wealth-advisors-llc-chicago-il-145488.md)) | 145488 | Chicago, IL | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Hourly, Fixed fee, Performance fee, Other |
| [Aristide Partners LLC](https://advisorcensus.com/firm/aristide-partners-llc-293186) ([md](https://advisorcensus.com/firm/aristide-partners-llc-293186.md)) | 293186 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 8 | % of assets, Fixed fee |
| [ARK Advisors LLC](https://advisorcensus.com/firm/ark-advisors-llc-bloomington-il-167456) ([md](https://advisorcensus.com/firm/ark-advisors-llc-bloomington-il-167456.md)) | 167456 | Bloomington, IL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Arlington Wealth Management](https://advisorcensus.com/firm/arlington-wealth-management-arlington-heights-il-114801) ([md](https://advisorcensus.com/firm/arlington-wealth-management-arlington-heights-il-114801.md)) | 114801 | Arlington Heights, IL | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Fixed fee |
| [Arthur M. Cohen & Associates LLC](https://advisorcensus.com/firm/arthur-m-cohen-and-associates-llc-northbrook-il-105894) ([md](https://advisorcensus.com/firm/arthur-m-cohen-and-associates-llc-northbrook-il-105894.md)) | 105894 | Northbrook, IL | SEC-registered investment adviser | $1 billion to $5 billion | 36 | % of assets, Hourly, Fixed fee, Other |
| [Ascent Fintech LLC](https://advisorcensus.com/firm/ascent-fintech-llc-316080) ([md](https://advisorcensus.com/firm/ascent-fintech-llc-316080.md)) | 316080 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Asset Strategies, Inc](https://advisorcensus.com/firm/asset-strategies-inc-lisle-il-104512) ([md](https://advisorcensus.com/firm/asset-strategies-inc-lisle-il-104512.md)) | 104512 | Lisle, IL | State-registered investment adviser | $25 million to $100 million | 42 | % of assets, Hourly, Fixed fee |
| [Assured Advisory Group, LLC](https://advisorcensus.com/firm/assured-advisory-group-llc-east-dundee-il-316449) ([md](https://advisorcensus.com/firm/assured-advisory-group-llc-east-dundee-il-316449.md)) | 316449 | East Dundee, IL | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Fixed fee |
| [Athena Advisor Services, LLC](https://advisorcensus.com/firm/athena-advisor-services-llc-lombard-il-150960) ([md](https://advisorcensus.com/firm/athena-advisor-services-llc-lombard-il-150960.md)) | 150960 | Lombard, IL | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee |
| [ATK Financial Prosperity](https://advisorcensus.com/firm/atk-financial-prosperity-oswego-il-324287) ([md](https://advisorcensus.com/firm/atk-financial-prosperity-oswego-il-324287.md)) | 324287 | Oswego, IL | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Aurelien Capital Partners](https://advisorcensus.com/firm/aurelien-capital-partners-chicago-il-311163) ([md](https://advisorcensus.com/firm/aurelien-capital-partners-chicago-il-311163.md)) | 311163 | Chicago, IL | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee, Commissions |
| [Avenue 90](https://advisorcensus.com/firm/avenue-90-chicago-il-325651) ([md](https://advisorcensus.com/firm/avenue-90-chicago-il-325651.md)) | 325651 | Chicago, IL | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [AZA Capital Management](https://advisorcensus.com/firm/aza-capital-management-chicago-il-109784) ([md](https://advisorcensus.com/firm/aza-capital-management-chicago-il-109784.md)) | 109784 | Chicago, IL | SEC-registered investment adviser | $100 million to $500 million | 29 | % of assets, Fixed fee |
| [Azalea Wealth Management LLC](https://advisorcensus.com/firm/azalea-wealth-management-llc-307567) ([md](https://advisorcensus.com/firm/azalea-wealth-management-llc-307567.md)) | 307567 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Baker & Company Advisory Group Inc](https://advisorcensus.com/firm/baker-and-company-advisory-group-inc-decatur-il-123671) ([md](https://advisorcensus.com/firm/baker-and-company-advisory-group-inc-decatur-il-123671.md)) | 123671 | Decatur, IL | State-registered investment adviser | Under $25 million | 33 | % of assets, Hourly, Fixed fee |
| [Baldwin Financial Advisors, LLC](https://advisorcensus.com/firm/baldwin-financial-advisors-llc-arlington-heights-il-115734) ([md](https://advisorcensus.com/firm/baldwin-financial-advisors-llc-arlington-heights-il-115734.md)) | 115734 | Arlington Heights, IL | State-registered investment adviser | Not reported | 43 | Hourly, Fixed fee, Other |
| [Barrett Wealth Connection LLC](https://advisorcensus.com/firm/barrett-wealth-connection-llc-spring-grove-il-161020) ([md](https://advisorcensus.com/firm/barrett-wealth-connection-llc-spring-grove-il-161020.md)) | 161020 | Spring Grove, IL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Bates Financial Advisors, Inc.](https://advisorcensus.com/firm/bates-financial-advisors-inc-rockford-il-116515) ([md](https://advisorcensus.com/firm/bates-financial-advisors-inc-rockford-il-116515.md)) | 116515 | Rockford, IL | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets, Fixed fee |
| [Bayworth Capital](https://advisorcensus.com/firm/bayworth-capital-chicago-il-284360) ([md](https://advisorcensus.com/firm/bayworth-capital-chicago-il-284360.md)) | 284360 | Chicago, IL | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Fixed fee |
| [BCU Wealth Advisors, LLC](https://advisorcensus.com/firm/bcu-wealth-advisors-llc-vernon-hills-il-164173) ([md](https://advisorcensus.com/firm/bcu-wealth-advisors-llc-vernon-hills-il-164173.md)) | 164173 | Vernon Hills, IL | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Fixed fee |
| [BDT Capital Partners](https://advisorcensus.com/firm/bdt-capital-partners-chicago-il-160914) ([md](https://advisorcensus.com/firm/bdt-capital-partners-chicago-il-160914.md)) | 160914 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Fixed fee, Performance fee |
| [Benari Capital, LLC](https://advisorcensus.com/firm/benari-capital-llc-northbrook-il-332651) ([md](https://advisorcensus.com/firm/benari-capital-llc-northbrook-il-332651.md)) | 332651 | Northbrook, IL | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Benchmark Capital Group Ltd.](https://advisorcensus.com/firm/benchmark-capital-group-ltd-galena-il-123698) ([md](https://advisorcensus.com/firm/benchmark-capital-group-ltd-galena-il-123698.md)) | 123698 | Galena, IL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |

- Next page: https://advisorcensus.com/advisors/il/flat-fee/page/2.md

## Questions people ask

**How many financial advisory firms are there in Illinois?**
AdvisorCensus lists 1,370 investment advisory firms with a principal office in Illinois, from Form ADV filings as of October 2026: 690 SEC-registered, 542 state-registered, and 138 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Illinois?**
432 of the 1,370 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.

**How many financial advisors in Illinois offer financial planning?**
673 of the 1,232 firms in Illinois 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.

**Are the financial advisors in Illinois fiduciaries?**
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 432 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Illinois](https://advisorcensus.com/advisors/il) (https://advisorcensus.com/advisors/il.md)
- [Fee-only financial advisors in Illinois](https://advisorcensus.com/advisors/il/fee-only) (https://advisorcensus.com/advisors/il/fee-only.md)
- [Hourly financial advisors in Illinois](https://advisorcensus.com/advisors/il/hourly) (https://advisorcensus.com/advisors/il/hourly.md)
- [Flat-fee financial advisors in Chicago, IL](https://advisorcensus.com/advisors/il/chicago/flat-fee) (https://advisorcensus.com/advisors/il/chicago/flat-fee.md)
- [Flat-fee financial advisors in Champaign, IL](https://advisorcensus.com/advisors/il/champaign/flat-fee) (https://advisorcensus.com/advisors/il/champaign/flat-fee.md)
- [Flat-fee financial advisors in Peoria, IL](https://advisorcensus.com/advisors/il/peoria/flat-fee) (https://advisorcensus.com/advisors/il/peoria/flat-fee.md)
- [Flat-fee financial advisors in Rockford, IL](https://advisorcensus.com/advisors/il/rockford/flat-fee) (https://advisorcensus.com/advisors/il/rockford/flat-fee.md)
- [Flat-fee financial advisors in Springfield, IL](https://advisorcensus.com/advisors/il/springfield/flat-fee) (https://advisorcensus.com/advisors/il/springfield/flat-fee.md)
- [Flat-fee financial advisors in Bloomington, IL](https://advisorcensus.com/advisors/il/bloomington/flat-fee) (https://advisorcensus.com/advisors/il/bloomington/flat-fee.md)
- [Flat-fee financial advisors in Decatur, IL](https://advisorcensus.com/advisors/il/decatur/flat-fee) (https://advisorcensus.com/advisors/il/decatur/flat-fee.md)
- [Flat-fee financial advisors in Kankakee, IL](https://advisorcensus.com/advisors/il/kankakee/flat-fee) (https://advisorcensus.com/advisors/il/kankakee/flat-fee.md)

Cite as: AdvisorCensus. Flat-fee financial advisors in Illinois: 590 firms from Form ADV filings as of October 2026.