{ "path": "/advisors/il/flat-fee", "url": "https://advisorcensus.com/advisors/il/flat-fee/page/12", "page_type": "state_fee", "title": "Flat-fee financial advisors in Illinois", "filters": {}, "scope_total": 590, "faq": [ { "q": "How many financial advisory firms are there in Illinois?", "a": "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." }, { "q": "How many fee-only financial advisors are in Illinois?", "a": "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." }, { "q": "How many financial advisors in Illinois offer financial planning?", "a": "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." }, { "q": "Are the financial advisors in Illinois 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 432 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 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.", "about_market": null, "citation": "AdvisorCensus. Flat-fee financial advisors in Illinois: 590 firms from Form ADV filings as of October 2026.", "total_firms": 590, "page": 12, "total_pages": 12, "sort": "name", "registration_types": { "sec": 313, "state": 277, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 229 }, { "code": "percentage_of_aum", "count": 526 }, { "code": "hourly", "count": 342 }, { "code": "subscription", "count": 8 }, { "code": "fixed", "count": 590 }, { "code": "commissions", "count": 33 }, { "code": "performance_based", "count": 63 }, { "code": "other", "count": 69 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 189 }, { "code": "5_to_9", "count": 129 }, { "code": "10_to_19", "count": 154 }, { "code": "20_plus", "count": 118 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 137 }, { "code": "25m_100m", "count": 92 }, { "code": "100m_500m", "count": 154 }, { "code": "500m_1b", "count": 47 }, { "code": "1b_5b", "count": 50 }, { "code": "over_5b", "count": 52 }, { "code": "not_reported", "count": 58 } ], "firms": [ { "crd_number": 316375, "name": "US Advanced Computing Infrastructure, Inc.", "name_as_filed": "US ADVANCED COMPUTING INFRASTRUCTURE, INC.", "url": "https://advisorcensus.com/firm/us-advanced-computing-infrastructure-inc-highland-park-il-316375", "city": "Highland Park", "state": "IL", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301292, "name": "Valor Advisers", "name_as_filed": "VALOR ADVISERS", "url": "https://advisorcensus.com/firm/valor-advisers-chicago-il-301292", "city": "Chicago", "state": "IL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 305016, "name": "Vantage Point Financial, LLC", "name_as_filed": "VANTAGE POINT FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/vantage-point-financial-llc-lisle-il-305016", "city": "Lisle", "state": "IL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341471, "name": "VECTOR7 Capital", "name_as_filed": "VECTOR7 CAPITAL", "url": "https://advisorcensus.com/firm/vector7-capital-chicago-il-341471", "city": "Chicago", "state": "IL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 290625, "name": "Veracity Wealth Management LLC", "name_as_filed": "VERACITY WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/veracity-wealth-management-llc-oakbrook-terrace-il-290625", "city": "Oakbrook Terrace", "state": "IL", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 119239, "name": "Vermillion Financial Advisors, Inc.", "name_as_filed": "VERMILLION FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/vermillion-financial-advisors-inc-south-barrington-il-119239", "city": "South Barrington", "state": "IL", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316839, "name": "Vertex Partners", "name_as_filed": "VERTEX PARTNERS", "url": "https://advisorcensus.com/firm/vertex-partners-downers-grove-il-316839", "city": "Downers Grove", "state": "IL", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 318657, "name": "Vestgen Advisors, LLC", "name_as_filed": "VESTGEN ADVISORS, LLC", "url": "https://advisorcensus.com/firm/vestgen-advisors-llc-chicago-il-318657", "city": "Chicago", "state": "IL", "years_registered": 4, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165855, "name": "Vestor Capital, LLC", "name_as_filed": "VESTOR CAPITAL, LLC", "url": "https://advisorcensus.com/firm/vestor-capital-llc-chicago-il-165855", "city": "Chicago", "state": "IL", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 331441, "name": "Vidarrow Investment Advisors", "name_as_filed": "VIDARROW INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/vidarrow-investment-advisors-arlington-heights-il-331441", "city": "Arlington Heights", "state": "IL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333849, "name": "Vigness Advisory LLC", "name_as_filed": "VIGNESS ADVISORY LLC", "url": "https://advisorcensus.com/firm/vigness-advisory-llc-333849", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 129729, "name": "Vista Financial Planning", "name_as_filed": "VISTA FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/vista-financial-planning-oak-park-il-129729", "city": "Oak Park", "state": "IL", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 335309, "name": "Vistamark Investments", "name_as_filed": "VISTAMARK INVESTMENTS", "url": "https://advisorcensus.com/firm/vistamark-investments-hinsdale-il-335309", "city": "Hinsdale", "state": "IL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 341647, "name": "Voyage Point Wealth Management", "name_as_filed": "VOYAGE POINT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/voyage-point-wealth-management-341647", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289051, "name": "Wall Street Financial Group, Inc.", "name_as_filed": "WALL STREET FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/wall-street-financial-group-inc-carlinville-il-289051", "city": "Carlinville", "state": "IL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 316408, "name": "Watershed Private Wealth", "name_as_filed": "WATERSHED PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/watershed-private-wealth-oak-brook-il-316408", "city": "Oak Brook", "state": "IL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 285602, "name": "Waterton Investment Adviser, L.L.C.", "name_as_filed": "WATERTON INVESTMENT ADVISER, L.L.C.", "url": "https://advisorcensus.com/firm/waterton-investment-adviser-l-l-c-chicago-il-285602", "city": "Chicago", "state": "IL", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 315393, "name": "Waystone Asset Management (USA) LLC", "name_as_filed": "WAYSTONE ASSET MANAGEMENT (USA) LLC", "url": "https://advisorcensus.com/firm/waystone-asset-management-usa-llc-chicago-il-315393", "city": "Chicago", "state": "IL", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 122913, "name": "Wealth Management Services,llc", "name_as_filed": "WEALTH MANAGEMENT SERVICES,LLC", "url": "https://advisorcensus.com/firm/wealth-management-services-llc-springfield-il-122913", "city": "Springfield", "state": "IL", "years_registered": 27, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122292, "name": "Wealth Strategies Counselors, Inc", "name_as_filed": "WEALTH STRATEGIES COUNSELORS, INC", "url": "https://advisorcensus.com/firm/wealth-strategies-counselors-inc-naperville-il-122292", "city": "Naperville", "state": "IL", "years_registered": 27, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 166746, "name": "Wellment Financial", "name_as_filed": "WELLMENT FINANCIAL", "url": "https://advisorcensus.com/firm/wellment-financial-elmhurst-il-166746", "city": "Elmhurst", "state": "IL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132698, "name": "Wellspring Capital Advisors, LLC", "name_as_filed": "WELLSPRING CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/wellspring-capital-advisors-llc-chicago-il-132698", "city": "Chicago", "state": "IL", "years_registered": 21, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 286574, "name": "Wentsel Wealth Management, LLC", "name_as_filed": "WENTSEL WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/wentsel-wealth-management-llc-286574", "city": null, "state": null, "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330063, "name": "Whale", "name_as_filed": "WHALE", "url": "https://advisorcensus.com/firm/whale-chicago-il-330063", "city": "Chicago", "state": "IL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310842, "name": "Whisper Wealth Builders", "name_as_filed": "WHISPER WEALTH BUILDERS", "url": "https://advisorcensus.com/firm/whisper-wealth-builders-310842", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 1252, "name": "William Blair & Company L.L.C.", "name_as_filed": "WILLIAM BLAIR & COMPANY L.L.C.", "url": "https://advisorcensus.com/firm/william-blair-and-company-l-l-c-chicago-il-1252", "city": "Chicago", "state": "IL", "years_registered": 78, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 166124, "name": "Windrock Wealth Management", "name_as_filed": "WINDROCK WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/windrock-wealth-management-naperville-il-166124", "city": "Naperville", "state": "IL", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 156007, "name": "Winiecki Wealth Management", "name_as_filed": "WINIECKI WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/winiecki-wealth-management-156007", "city": null, "state": null, "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 135866, "name": "Winslow Financial LLC", "name_as_filed": "WINSLOW FINANCIAL LLC", "url": "https://advisorcensus.com/firm/winslow-financial-llc-lake-bluff-il-135866", "city": "Lake Bluff", "state": "IL", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 123197, "name": "Wisdom Investments", "name_as_filed": "WISDOM INVESTMENTS", "url": "https://advisorcensus.com/firm/wisdom-investments-hoffman-estates-il-123197", "city": "Hoffman Estates", "state": "IL", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 123279, "name": "Woodfield Financial Advisors, Inc.", "name_as_filed": "WOODFIELD FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/woodfield-financial-advisors-inc-deer-park-il-123279", "city": "Deer Park", "state": "IL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 29087, "name": "World Equity Group, Inc.", "name_as_filed": "WORLD EQUITY GROUP, INC.", "url": "https://advisorcensus.com/firm/world-equity-group-inc-schaumburg-il-29087", "city": "Schaumburg", "state": "IL", "years_registered": 27, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 135689, "name": "WP Global Partners LLC", "name_as_filed": "WP GLOBAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/wp-global-partners-llc-chicago-il-135689", "city": "Chicago", "state": "IL", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 331730, "name": "York Wealth Management, LLC", "name_as_filed": "YORK WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/york-wealth-management-llc-331730", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 149728, "name": "Yunistone Investment Group, LLC", "name_as_filed": "YUNISTONE INVESTMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/yunistone-investment-group-llc-chicago-il-149728", "city": "Chicago", "state": "IL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110897, "name": "Zacks Investment Management, Inc.", "name_as_filed": "ZACKS INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/zacks-investment-management-inc-chicago-il-110897", "city": "Chicago", "state": "IL", "years_registered": 34, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 297789, "name": "Zagmout Wealth Management Co.", "name_as_filed": "ZAGMOUT WEALTH MANAGEMENT CO.", "url": "https://advisorcensus.com/firm/zagmout-wealth-management-co-chicago-il-297789", "city": "Chicago", "state": "IL", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 332969, "name": "Zephyr Capital LLC", "name_as_filed": "ZEPHYR CAPITAL LLC", "url": "https://advisorcensus.com/firm/zephyr-capital-llc-chicago-il-332969", "city": "Chicago", "state": "IL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 149204, "name": "ZHP Capital LLC", "name_as_filed": "ZHP CAPITAL LLC", "url": "https://advisorcensus.com/firm/zhp-capital-llc-barrington-il-149204", "city": "Barrington", "state": "IL", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 127526, "name": "Zimmerman Wealth Management, LLC", "name_as_filed": "ZIMMERMAN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/zimmerman-wealth-management-llc-evanston-il-127526", "city": "Evanston", "state": "IL", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/il", "label": "Financial advisors in Illinois" }, "fee_pages": [ { "path": "/advisors/il/fee-only", "label": "Fee-only financial advisors in Illinois", "firm_count": 432 }, { "path": "/advisors/il/hourly", "label": "Hourly financial advisors in Illinois", "firm_count": 443 } ], "metro_fee_pages": [ { "path": "/advisors/il/chicago/flat-fee", "firm_count": 432, "label": "Flat-fee financial advisors in Chicago, IL" }, { "path": "/advisors/il/champaign/flat-fee", "firm_count": 9, "label": "Flat-fee financial advisors in Champaign, IL" }, { "path": "/advisors/il/peoria/flat-fee", "firm_count": 9, "label": "Flat-fee financial advisors in Peoria, IL" }, { "path": "/advisors/il/rockford/flat-fee", "firm_count": 7, "label": "Flat-fee financial advisors in Rockford, IL" }, { "path": "/advisors/il/springfield/flat-fee", "firm_count": 7, "label": "Flat-fee financial advisors in Springfield, IL" }, { "path": "/advisors/il/bloomington/flat-fee", "firm_count": 4, "label": "Flat-fee financial advisors in Bloomington, IL" }, { "path": "/advisors/il/decatur/flat-fee", "firm_count": 2, "label": "Flat-fee financial advisors in Decatur, IL" }, { "path": "/advisors/il/kankakee/flat-fee", "firm_count": 1, "label": "Flat-fee financial advisors in Kankakee, IL" } ] }, "csv": null, "source": { "name": "Form ADV", "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" } }