Browse all Flat-fee advisors in Illinois

Every advisor below is licensed to work with clients in Illinois. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	8,076
Retired	5,145
Wealth management	4,476
Tax-loss harvesting	4,445
Executive	4,134
Retirement plans for business owners (SEP, solo 401k)	4,117
Options & derivatives strategies	1,796
College savings (529s, UTMA, etc.)	1,795
Private / alternative investments	1,762
Retirement income strategy	1,588
Business exit / sale strategy	1,349
Active portfolio management	1,307
General retirement planning	1,261
ESG / Sustainable investing	1,238
Annuities	1,055
Charitable giving & philanthropy	922
Approaching retirement	810
Self-Employed	787
HENRY (High Earners, Not Rich Yet)	748
Passive / index investing	585
Cash flow / budgeting	581
Concentrated stock management	569
Business succession planning	433
General tax planning	295
Social Security optimization	281
Equity compensation tax strategy	274
Real estate investing	257
Income planning	250
Mid-Career Professionals	226
Established Professionals	217
General estate planning guidance	202
Long-term care insurance	166
Women Professionals	159
Business ownership considerations	158
Financial Professional	129
Debt management	120
Intergenerational Families	116
Tax strategies for small businesses	113
Young Professionals	108
Retirement withdrawal strategies	93
Doctor or Medical Professional	83
Values-based investing	74
Factor investing / smart beta	68
Life insurance needs analysis	67
Family Business	50
Business sale tax planning	46
Divorce financial planning	35
Educators, Teachers, and Academics	35
Multi-generational wealth transfer	33
Trust structures (GRAT, IDGT, revocable)	29
Retired	26
Medicare planning	25
Professional Athlete	25
Roth conversion strategy	25
Charitable giving tax strategies	24
Equity Recipients (RS/RSU, SOP, ESPP)	21
Liquidity event planning	16
Planning for children with special needs	14
Disability insurance	13
Religious/faith focused	12
Stock option exercise strategy	11
Christian Faith Based	10
Parents	9
Elder care planning	6
Attorney	5
Business Financial Management	5
Young Families	5
Sandwich Generation	4
Student loan debt	4
Technology Professional	3
Women Business Owners	3

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