# Flat-fee financial advisors in Illinois

> 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.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/il/flat-fee/page/8

## 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 8 of 12, 351 to 400 of 590, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Mindful Money Financial Counsel, LLC](https://advisorcensus.com/firm/mindful-money-financial-counsel-llc-chicago-il-155614) ([md](https://advisorcensus.com/firm/mindful-money-financial-counsel-llc-chicago-il-155614.md)) | 155614 | Chicago, IL | State-registered investment adviser | Not reported | 15 | Hourly, Fixed fee |
| [Mindful Wealth LLC](https://advisorcensus.com/firm/mindful-wealth-llc-glencoe-il-297493) ([md](https://advisorcensus.com/firm/mindful-wealth-llc-glencoe-il-297493.md)) | 297493 | Glencoe, IL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Mirretti Perryman Wealth Strategies, LLC](https://advisorcensus.com/firm/mirretti-perryman-wealth-strategies-llc-skokie-il-319408) ([md](https://advisorcensus.com/firm/mirretti-perryman-wealth-strategies-llc-skokie-il-319408.md)) | 319408 | Skokie, IL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [MJC Financial Fitness LLC](https://advisorcensus.com/firm/mjc-financial-fitness-llc-306875) ([md](https://advisorcensus.com/firm/mjc-financial-fitness-llc-306875.md)) | 306875 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [MOA Advisory & Financial Services Co](https://advisorcensus.com/firm/moa-advisory-and-financial-services-co-309679) ([md](https://advisorcensus.com/firm/moa-advisory-and-financial-services-co-309679.md)) | 309679 | Not reported, Not reported | State-registered investment adviser | Not reported | 5 | % of assets, Hourly, Subscription, Fixed fee, Commissions |
| [Model Wealth](https://advisorcensus.com/firm/model-wealth-wheaton-il-299798) ([md](https://advisorcensus.com/firm/model-wealth-wheaton-il-299798.md)) | 299798 | Wheaton, IL | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Modern Capital Concepts](https://advisorcensus.com/firm/modern-capital-concepts-170396) ([md](https://advisorcensus.com/firm/modern-capital-concepts-170396.md)) | 170396 | Not reported, Not reported | State-registered investment adviser | Not reported | 12 | Hourly, Fixed fee |
| [Moller Wealth Partners](https://advisorcensus.com/firm/moller-wealth-partners-northfield-il-110493) ([md](https://advisorcensus.com/firm/moller-wealth-partners-northfield-il-110493.md)) | 110493 | Northfield, IL | SEC-registered investment adviser | $500 million to $1 billion | 34 | % of assets, Fixed fee |
| [Momentum Fintech LLC](https://advisorcensus.com/firm/momentum-fintech-llc-lisle-il-292276) ([md](https://advisorcensus.com/firm/momentum-fintech-llc-lisle-il-292276.md)) | 292276 | Lisle, IL | State-registered investment adviser | Under $25 million | 8 | % of assets, Fixed fee |
| [Momentum Wealth Management](https://advisorcensus.com/firm/momentum-wealth-management-northfield-il-333902) ([md](https://advisorcensus.com/firm/momentum-wealth-management-northfield-il-333902.md)) | 333902 | Northfield, IL | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee, Commissions |
| [Monere Wealth Management, Inc.](https://advisorcensus.com/firm/monere-wealth-management-inc-schaumburg-il-173076) ([md](https://advisorcensus.com/firm/monere-wealth-management-inc-schaumburg-il-173076.md)) | 173076 | Schaumburg, IL | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Monotelo Wealth Partners](https://advisorcensus.com/firm/monotelo-wealth-partners-elgin-il-287495) ([md](https://advisorcensus.com/firm/monotelo-wealth-partners-elgin-il-287495.md)) | 287495 | Elgin, IL | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Monte Capital Group LLC](https://advisorcensus.com/firm/monte-capital-group-llc-downers-grove-il-321894) ([md](https://advisorcensus.com/firm/monte-capital-group-llc-downers-grove-il-321894.md)) | 321894 | Downers Grove, IL | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee, Performance fee |
| [Morningstar Investment Management LLC](https://advisorcensus.com/firm/morningstar-investment-management-llc-chicago-il-108031) ([md](https://advisorcensus.com/firm/morningstar-investment-management-llc-chicago-il-108031.md)) | 108031 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Fixed fee, Other |
| [Mosaic FI LLC](https://advisorcensus.com/firm/mosaic-fi-llc-lincolnshire-il-169670) ([md](https://advisorcensus.com/firm/mosaic-fi-llc-lincolnshire-il-169670.md)) | 169670 | Lincolnshire, IL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [MT Financial Planning](https://advisorcensus.com/firm/mt-financial-planning-lake-barrington-il-307686) ([md](https://advisorcensus.com/firm/mt-financial-planning-lake-barrington-il-307686.md)) | 307686 | Lake Barrington, IL | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Museum Park Capital](https://advisorcensus.com/firm/museum-park-capital-343287) ([md](https://advisorcensus.com/firm/museum-park-capital-343287.md)) | 343287 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [MWA Financial Services, Inc.](https://advisorcensus.com/firm/mwa-financial-services-inc-rock-island-il-112630) ([md](https://advisorcensus.com/firm/mwa-financial-services-inc-rock-island-il-112630.md)) | 112630 | Rock Island, IL | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee |
| [Mygen Planning](https://advisorcensus.com/firm/mygen-planning-333546) ([md](https://advisorcensus.com/firm/mygen-planning-333546.md)) | 333546 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee, Other |
| [Navarro Asset Management, LLC](https://advisorcensus.com/firm/navarro-asset-management-llc-schaumburg-il-318323) ([md](https://advisorcensus.com/firm/navarro-asset-management-llc-schaumburg-il-318323.md)) | 318323 | Schaumburg, IL | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [New England Research & Management, Inc.](https://advisorcensus.com/firm/new-england-research-and-management-inc-chicago-il-110739) ([md](https://advisorcensus.com/firm/new-england-research-and-management-inc-chicago-il-110739.md)) | 110739 | Chicago, IL | SEC-registered investment adviser | $100 million to $500 million | 47 | % of assets, Fixed fee |
| [New Vernon Investment Management LLC](https://advisorcensus.com/firm/new-vernon-investment-management-llc-highland-park-il-160247) ([md](https://advisorcensus.com/firm/new-vernon-investment-management-llc-highland-park-il-160247.md)) | 160247 | Highland Park, IL | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Fixed fee, Performance fee, Other |
| [Newport Investment Advisors, Inc.](https://advisorcensus.com/firm/newport-investment-advisors-inc-sycamore-il-123948) ([md](https://advisorcensus.com/firm/newport-investment-advisors-inc-sycamore-il-123948.md)) | 123948 | Sycamore, IL | State-registered investment adviser | Under $25 million | 29 | % of assets, Fixed fee |
| [Nexjenn Financial Services](https://advisorcensus.com/firm/nexjenn-financial-services-305454) ([md](https://advisorcensus.com/firm/nexjenn-financial-services-305454.md)) | 305454 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [Nextgen Growth Partners, LLC](https://advisorcensus.com/firm/nextgen-growth-partners-llc-chicago-il-285024) ([md](https://advisorcensus.com/firm/nextgen-growth-partners-llc-chicago-il-285024.md)) | 285024 | Chicago, IL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee, Performance fee, Other |
| [NFO Financial Advisory LLC](https://advisorcensus.com/firm/nfo-financial-advisory-llc-310417) ([md](https://advisorcensus.com/firm/nfo-financial-advisory-llc-310417.md)) | 310417 | Not reported, Not reported | State-registered investment adviser | Not reported | 6 | Fixed fee |
| [North Shore Private Asset Management, LLC](https://advisorcensus.com/firm/north-shore-private-asset-management-llc-lake-forest-il-130132) ([md](https://advisorcensus.com/firm/north-shore-private-asset-management-llc-lake-forest-il-130132.md)) | 130132 | Lake Forest, IL | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly, Fixed fee |
| [North South Capital, LLC](https://advisorcensus.com/firm/north-south-capital-llc-new-lenox-il-148158) ([md](https://advisorcensus.com/firm/north-south-capital-llc-new-lenox-il-148158.md)) | 148158 | New Lenox, IL | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Fixed fee |
| [North Star Investment Management Corporation](https://advisorcensus.com/firm/north-star-investment-management-corporation-chicago-il-117681) ([md](https://advisorcensus.com/firm/north-star-investment-management-corporation-chicago-il-117681.md)) | 117681 | Chicago, IL | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Hourly, Fixed fee |
| [Northern Trust Investments, Incorporated](https://advisorcensus.com/firm/northern-trust-investments-incorporated-chicago-il-105780) ([md](https://advisorcensus.com/firm/northern-trust-investments-incorporated-chicago-il-105780.md)) | 105780 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 37 | % of assets, Fixed fee, Performance fee, Other |
| [Northern Trust Securities, Inc](https://advisorcensus.com/firm/northern-trust-securities-inc-chicago-il-7927) ([md](https://advisorcensus.com/firm/northern-trust-securities-inc-chicago-il-7927.md)) | 7927 | Chicago, IL | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Fixed fee |
| [Northpoint Advisory LLC](https://advisorcensus.com/firm/northpoint-advisory-llc-147362) ([md](https://advisorcensus.com/firm/northpoint-advisory-llc-147362.md)) | 147362 | Not reported, Not reported | State-registered investment adviser | $100 million to $500 million | 17 | Fixed fee |
| [Northwood Wealth Management, LLC](https://advisorcensus.com/firm/northwood-wealth-management-llc-schaumburg-il-330088) ([md](https://advisorcensus.com/firm/northwood-wealth-management-llc-schaumburg-il-330088.md)) | 330088 | Schaumburg, IL | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Nuveen Asset Management, LLC](https://advisorcensus.com/firm/nuveen-asset-management-llc-chicago-il-155584) ([md](https://advisorcensus.com/firm/nuveen-asset-management-llc-chicago-il-155584.md)) | 155584 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 15 | % of assets, Fixed fee, Performance fee |
| [O'Connor Financial Group LLC](https://advisorcensus.com/firm/o-connor-financial-group-llc-quincy-il-168636) ([md](https://advisorcensus.com/firm/o-connor-financial-group-llc-quincy-il-168636.md)) | 168636 | Quincy, IL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Oak Family Advisors, LLC](https://advisorcensus.com/firm/oak-family-advisors-llc-chicago-il-141332) ([md](https://advisorcensus.com/firm/oak-family-advisors-llc-chicago-il-141332.md)) | 141332 | Chicago, IL | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Fixed fee |
| [Oak Mountain Advisors](https://advisorcensus.com/firm/oak-mountain-advisors-chicago-il-168087) ([md](https://advisorcensus.com/firm/oak-mountain-advisors-chicago-il-168087.md)) | 168087 | Chicago, IL | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Fixed fee, Performance fee |
| [Oak Wealth Advisors LLC](https://advisorcensus.com/firm/oak-wealth-advisors-llc-northbrook-il-148832) ([md](https://advisorcensus.com/firm/oak-wealth-advisors-llc-northbrook-il-148832.md)) | 148832 | Northbrook, IL | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Fixed fee |
| [Oakwood Wealth Advisors Ltd.](https://advisorcensus.com/firm/oakwood-wealth-advisors-ltd-naperville-il-164656) ([md](https://advisorcensus.com/firm/oakwood-wealth-advisors-ltd-naperville-il-164656.md)) | 164656 | Naperville, IL | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee, Performance fee |
| [Oasis Investment Strategies LLC](https://advisorcensus.com/firm/oasis-investment-strategies-llc-chicago-il-152957) ([md](https://advisorcensus.com/firm/oasis-investment-strategies-llc-chicago-il-152957.md)) | 152957 | Chicago, IL | SEC-registered investment adviser | Over $5 billion | 16 | % of assets, Fixed fee |
| [Obar Wealth Management LLC](https://advisorcensus.com/firm/obar-wealth-management-llc-lake-forest-il-332815) ([md](https://advisorcensus.com/firm/obar-wealth-management-llc-lake-forest-il-332815.md)) | 332815 | Lake Forest, IL | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Omnidivitia Wealth Management, Inc.](https://advisorcensus.com/firm/omnidivitia-wealth-management-inc-flossmoor-il-172108) ([md](https://advisorcensus.com/firm/omnidivitia-wealth-management-inc-flossmoor-il-172108.md)) | 172108 | Flossmoor, IL | State-registered investment adviser | Under $25 million | 11 | % of assets, Fixed fee |
| [One Wild Life Advisors LLC](https://advisorcensus.com/firm/one-wild-life-advisors-llc-chicago-il-333774) ([md](https://advisorcensus.com/firm/one-wild-life-advisors-llc-chicago-il-333774.md)) | 333774 | Chicago, IL | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [Onyx Investments, Inc.](https://advisorcensus.com/firm/onyx-investments-inc-chicago-il-133244) ([md](https://advisorcensus.com/firm/onyx-investments-inc-chicago-il-133244.md)) | 133244 | Chicago, IL | State-registered investment adviser | Under $25 million | 17 | % of assets, Fixed fee, Commissions |
| [Optimum Retirement Planning LLC](https://advisorcensus.com/firm/optimum-retirement-planning-llc-libertyville-il-312732) ([md](https://advisorcensus.com/firm/optimum-retirement-planning-llc-libertyville-il-312732.md)) | 312732 | Libertyville, IL | State-registered investment adviser | $25 million to $100 million | 5 | Fixed fee |
| [Opus Financial Solutions LLC](https://advisorcensus.com/firm/opus-financial-solutions-llc-downers-grove-il-282311) ([md](https://advisorcensus.com/firm/opus-financial-solutions-llc-downers-grove-il-282311.md)) | 282311 | Downers Grove, IL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Orchard Capital Management, LLC](https://advisorcensus.com/firm/orchard-capital-management-llc-chicago-il-269957) ([md](https://advisorcensus.com/firm/orchard-capital-management-llc-chicago-il-269957.md)) | 269957 | Chicago, IL | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Fixed fee, Other |
| [Outside the BOX Financial Planning, LLC](https://advisorcensus.com/firm/outside-the-box-financial-planning-llc-290255) ([md](https://advisorcensus.com/firm/outside-the-box-financial-planning-llc-290255.md)) | 290255 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [P.A. Berg Retirement Solutions](https://advisorcensus.com/firm/p-a-berg-retirement-solutions-140317) ([md](https://advisorcensus.com/firm/p-a-berg-retirement-solutions-140317.md)) | 140317 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 20 | % of assets, Fixed fee, Other |
| [PAC Capital, LLC](https://advisorcensus.com/firm/pac-capital-llc-lake-forest-il-305303) ([md](https://advisorcensus.com/firm/pac-capital-llc-lake-forest-il-305303.md)) | 305303 | Lake Forest, IL | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee |

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## 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.