Ways to browse Flat-fee advisors serving Chicago, IL

Pick a specialty to browse more Flat-fee advisors serving Chicago, IL.

Browse by specialty

Find advisors serving Chicago, IL who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	3,963
Retired	2,553
Wealth management	2,305
Executive	2,218
Retirement plans for business owners (SEP, solo 401k)	2,204
Tax-loss harvesting	2,004
Private / alternative investments	1,203
Options & derivatives strategies	1,040
Active portfolio management	743
College savings (529s, UTMA, etc.)	727
ESG / Sustainable investing	623
Business exit / sale strategy	542
General retirement planning	537
Retirement income strategy	516
Charitable giving & philanthropy	487
Approaching retirement	468
HENRY (High Earners, Not Rich Yet)	457
Annuities	414
Concentrated stock management	353
Passive / index investing	254
Equity compensation tax strategy	212
Self-Employed	167
Real estate investing	159
Established Professionals	157
Mid-Career Professionals	148
Cash flow / budgeting	146
General tax planning	131
Income planning	98
General estate planning guidance	91
Business succession planning	90
Long-term care insurance	80
Doctor or Medical Professional	77
Financial Professional	75
Young Professionals	74
Social Security optimization	70
Business ownership considerations	69
Tax strategies for small businesses	62
Values-based investing	58
Factor investing / smart beta	47
Debt management	46
Retirement withdrawal strategies	42
Life insurance needs analysis	20
Women Professionals	20
Medicare planning	18
Business sale tax planning	13
Charitable giving tax strategies	13
Equity Recipients (RS/RSU, SOP, ESPP)	13
Roth conversion strategy	11
Family Business	10
Professional Athlete	10
Divorce financial planning	9
Multi-generational wealth transfer	4
Parents	4
Young Families	3

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.

Find your advisor

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support