{
  "path": "/advisors/il/flat-fee",
  "url": "https://advisorcensus.com/advisors/il/flat-fee/page/6",
  "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": "Find financial advisors in Illinois who charge a fixed fee. 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, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.",
  "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": 6,
  "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": 309696,
      "name": "Jackalope Capital",
      "name_as_filed": "JACKALOPE CAPITAL",
      "url": "https://advisorcensus.com/firm/jackalope-capital-309696",
      "city": null,
      "state": null,
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145146,
      "name": "JK Financial Planning,inc.",
      "name_as_filed": "JK FINANCIAL PLANNING,INC.",
      "url": "https://advisorcensus.com/firm/jk-financial-planning-inc-145146",
      "city": null,
      "state": null,
      "years_registered": 19,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140984,
      "name": "JMC Wealth",
      "name_as_filed": "JMC WEALTH",
      "url": "https://advisorcensus.com/firm/jmc-wealth-chicago-il-140984",
      "city": "Chicago",
      "state": "IL",
      "years_registered": 20,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110302,
      "name": "JMG Financial Group Ltd",
      "name_as_filed": "JMG FINANCIAL GROUP LTD",
      "url": "https://advisorcensus.com/firm/jmg-financial-group-ltd-downers-grove-il-110302",
      "city": "Downers Grove",
      "state": "IL",
      "years_registered": 41,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109726,
      "name": "Johnston Investment Counsel, Ltd.",
      "name_as_filed": "JOHNSTON INVESTMENT COUNSEL, LTD.",
      "url": "https://advisorcensus.com/firm/johnston-investment-counsel-ltd-peoria-il-109726",
      "city": "Peoria",
      "state": "IL",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309996,
      "name": "Joseph Wealth Management, LLC",
      "name_as_filed": "JOSEPH WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/joseph-wealth-management-llc-forest-park-il-309996",
      "city": "Forest Park",
      "state": "IL",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123565,
      "name": "Journey Financial Group, Inc.",
      "name_as_filed": "JOURNEY FINANCIAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/journey-financial-group-inc-buffalo-grove-il-123565",
      "city": "Buffalo Grove",
      "state": "IL",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329828,
      "name": "K&H Wealth Partners",
      "name_as_filed": "K&H WEALTH PARTNERS",
      "url": "https://advisorcensus.com/firm/k-and-h-wealth-partners-northbrook-il-329828",
      "city": "Northbrook",
      "state": "IL",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332264,
      "name": "K2 Wealth Management LLC",
      "name_as_filed": "K2 WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/k2-wealth-management-llc-chicago-il-332264",
      "city": "Chicago",
      "state": "IL",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 122895,
      "name": "Kadisak Financial Services, Inc.",
      "name_as_filed": "KADISAK FINANCIAL SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/kadisak-financial-services-inc-naperville-il-122895",
      "city": "Naperville",
      "state": "IL",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332136,
      "name": "KAI Wealth LLC",
      "name_as_filed": "KAI WEALTH LLC",
      "url": "https://advisorcensus.com/firm/kai-wealth-llc-chicago-il-332136",
      "city": "Chicago",
      "state": "IL",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 321646,
      "name": "Karstens Wealth",
      "name_as_filed": "KARSTENS WEALTH",
      "url": "https://advisorcensus.com/firm/karstens-wealth-oak-brook-il-321646",
      "city": "Oak Brook",
      "state": "IL",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117491,
      "name": "Kcpag Financial Advisors LLC",
      "name_as_filed": "KCPAG FINANCIAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/kcpag-financial-advisors-llc-robinson-il-117491",
      "city": "Robinson",
      "state": "IL",
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297356,
      "name": "Keesha Tyler LLC",
      "name_as_filed": "KEESHA TYLER LLC",
      "url": "https://advisorcensus.com/firm/keesha-tyler-llc-chicago-il-297356",
      "city": "Chicago",
      "state": "IL",
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105665,
      "name": "Kenney Investments Inc",
      "name_as_filed": "KENNEY INVESTMENTS INC",
      "url": "https://advisorcensus.com/firm/kenney-investments-inc-northfield-il-105665",
      "city": "Northfield",
      "state": "IL",
      "years_registered": 36,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288643,
      "name": "Keybridge Capital",
      "name_as_filed": "KEYBRIDGE CAPITAL",
      "url": "https://advisorcensus.com/firm/keybridge-capital-quincy-il-288643",
      "city": "Quincy",
      "state": "IL",
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339209,
      "name": "Kiddos Capital",
      "name_as_filed": "KIDDOS CAPITAL",
      "url": "https://advisorcensus.com/firm/kiddos-capital-339209",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145658,
      "name": "Kingsbury Capital Investment Advisors LLC",
      "name_as_filed": "KINGSBURY CAPITAL INVESTMENT ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/kingsbury-capital-investment-advisors-llc-evanston-il-145658",
      "city": "Evanston",
      "state": "IL",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131439,
      "name": "Kinkelaar & Associates",
      "name_as_filed": "KINKELAAR & ASSOCIATES",
      "url": "https://advisorcensus.com/firm/kinkelaar-and-associates-chicago-il-131439",
      "city": "Chicago",
      "state": "IL",
      "years_registered": 22,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106701,
      "name": "Kinnamon & Associates Ltd II",
      "name_as_filed": "KINNAMON & ASSOCIATES LTD II",
      "url": "https://advisorcensus.com/firm/kinnamon-and-associates-ltd-ii-barrington-il-106701",
      "city": "Barrington",
      "state": "IL",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334680,
      "name": "Kisher Capital, LLC",
      "name_as_filed": "KISHER CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/kisher-capital-llc-dekalb-il-334680",
      "city": "Dekalb",
      "state": "IL",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121399,
      "name": "Klaas Financial Asset Advisors, LLC.",
      "name_as_filed": "KLAAS FINANCIAL ASSET ADVISORS, LLC.",
      "url": "https://advisorcensus.com/firm/klaas-financial-asset-advisors-llc-loves-park-il-121399",
      "city": "Loves Park",
      "state": "IL",
      "years_registered": 12,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 265787,
      "name": "Klaff Realty, LP",
      "name_as_filed": "KLAFF REALTY, LP",
      "url": "https://advisorcensus.com/firm/klaff-realty-lp-chicago-il-265787",
      "city": "Chicago",
      "state": "IL",
      "years_registered": 10,
      "raum_band": "100m_500m",
      "compensation_types": [
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 136825,
      "name": "Kline Capital Management LLC",
      "name_as_filed": "KLINE CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/kline-capital-management-llc-northfield-il-136825",
      "city": "Northfield",
      "state": "IL",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152243,
      "name": "Kollar Wealth Advisors, LLC",
      "name_as_filed": "KOLLAR WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/kollar-wealth-advisors-llc-northbrook-il-152243",
      "city": "Northbrook",
      "state": "IL",
      "years_registered": 16,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338738,
      "name": "KRM Financial Planning & Wealth Management, LLC",
      "name_as_filed": "KRM FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/krm-financial-planning-and-wealth-management-llc-st-charles-il-338738",
      "city": "St. Charles",
      "state": "IL",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143204,
      "name": "Kruse Asset Management, LLC",
      "name_as_filed": "KRUSE ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/kruse-asset-management-llc-chicago-il-143204",
      "city": "Chicago",
      "state": "IL",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123016,
      "name": "Kuhl Investments Inc.",
      "name_as_filed": "KUHL INVESTMENTS INC.",
      "url": "https://advisorcensus.com/firm/kuhl-investments-inc-123016",
      "city": null,
      "state": null,
      "years_registered": 29,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283028,
      "name": "Kuhn Capital Partners",
      "name_as_filed": "KUHN CAPITAL PARTNERS",
      "url": "https://advisorcensus.com/firm/kuhn-capital-partners-oak-brook-il-283028",
      "city": "Oak Brook",
      "state": "IL",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149156,
      "name": "L&G - Asset Management, America",
      "name_as_filed": "L&G - ASSET MANAGEMENT, AMERICA",
      "url": "https://advisorcensus.com/firm/l-and-g-asset-management-america-chicago-il-149156",
      "city": "Chicago",
      "state": "IL",
      "years_registered": 17,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173782,
      "name": "Lake Jericho, LLC",
      "name_as_filed": "LAKE JERICHO, LLC",
      "url": "https://advisorcensus.com/firm/lake-jericho-llc-chicago-il-173782",
      "city": "Chicago",
      "state": "IL",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292520,
      "name": "Lake Life Wealth Advisory Group",
      "name_as_filed": "LAKE LIFE WEALTH ADVISORY GROUP",
      "url": "https://advisorcensus.com/firm/lake-life-wealth-advisory-group-292520",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 296761,
      "name": "Lake Street",
      "name_as_filed": "LAKE STREET",
      "url": "https://advisorcensus.com/firm/lake-street-chicago-il-296761",
      "city": "Chicago",
      "state": "IL",
      "years_registered": 8,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325609,
      "name": "Lakeshore Capital Group, Inc.",
      "name_as_filed": "LAKESHORE CAPITAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/lakeshore-capital-group-inc-rolling-meadows-il-325609",
      "city": "Rolling Meadows",
      "state": "IL",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343512,
      "name": "Lakeshore Private Office LLC",
      "name_as_filed": "LAKESHORE PRIVATE OFFICE LLC",
      "url": "https://advisorcensus.com/firm/lakeshore-private-office-llc-chicago-il-343512",
      "city": "Chicago",
      "state": "IL",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174887,
      "name": "Lakewood Asset Management, LLC",
      "name_as_filed": "LAKEWOOD ASSET MANAGEMENT, LLC",
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    "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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}