Flat-fee financial advisors in Canton, IL
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a flat-fee financial advisor if you want clear, predictable costs instead of fees based on your assets. Without this pricing model, you could face unexpected charges that complicate your financial planning.
- Transparent fee structure. Confirm exactly what services are included in the flat fee to avoid surprises.
- Comprehensive planning approach. Look for advisors who cover all aspects of your financial life, not just investments.
- Experience with local tax nuances. Since Illinois doesn't tax retirement income but has high property taxes, ask how they factor this into your plan.
- Clear communication. Flat-fee advisors should explain how their pricing benefits your long-term financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Brendan K
CFA®
Edwards, IL
Total Clarity Wealth Management, Inc
Brendan Kaar offers flat-fee financial planning with fixed fees ranging from $250 to $5,000, suitable for clients seeking predictable costs in the Canton, IL area. His firm, Total Clarity Wealth Management, serves a diverse clientele including high-net-worth individuals and charitable organizations, providing discretionary portfolio management and a variety of investment strategies, which distinguishes him from advisors with more limited service scopes.
Experience: 10 years
Avg account: $731,222
-
Benjamin L
Series 63, Series 65
Bartonville, IL
LPL Enterprise
Benjamin Lawson offers flat-fee financial planning services through LPL Enterprise, a large firm known for serving diverse clients including retirement plans and corporate clients. With over a decade of experience and Series 63 and 65 designations, he specializes in general retirement planning and tax-loss harvesting, which can be valuable for managing Illinois-specific tax considerations. His background with major firms and affiliation with social security analysts adds depth compared to other advisors nearby.
Experience: 12 years
Avg account: $239,757
-
Sarah K
Series 66
Canton, IL
LPL Financial
Sarah Keefer offers flat-fee financial planning in Canton, IL, with 16 years of experience and expertise in wealth management, retirement plans for business owners, and tax-loss harvesting. Affiliated with LPL Financial, a large firm providing diverse investment solutions and in-house research, she serves a broad client base including high-net-worth households, which may provide more comprehensive resources compared to smaller firms.
Experience: 16 years
Avg account: $399,489
-
George S
Series 65, Series 63
Pekin, IL
Cetera
George Smith Jr. offers flat-fee financial planning and consulting through Cetera, a large firm with over 6,800 advisors, making him well-suited for clients seeking predictable costs in the Canton, IL area. With 12 years of experience and specialties including wealth management, tax-loss harvesting, and retirement plans for business owners, he also brings expertise in charitable giving and serves diverse client types such as high earners and those approaching retirement.
Experience: 13 years
Avg account: $306,089
-
Dwight P
CFP®, Series 63, Series 65
Canton, IL
LaSalle St. Investment Advisors, L.L.C.
Dwight Pigg Jr. offers flat-fee financial planning in Canton, IL, with fees typically ranging from $1,000 to $7,500, providing clear cost expectations. With 27 years of experience and CFP® certification, he specializes in active portfolio management and options strategies, serving a diverse client base including executives and business owners, which distinguishes him from other local advisors.
Experience: 27 years
Avg account: $378,978
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Advisors focused on
People also searched
Popular in Canton, IL
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")