Flat-fee financial advisors in Chicago

6 advisors available near Chicago, IL

Out of 400,000+ nationwide

Amy R

CFP®, CFA

Bold Vision Financial

Chicago, IL

Amy Rosenow is the founder of Bold Vision Financial, an advice-only financial planning and education firm focused on women, families & entrepreneurs. She founded the firm in 2021 after working in financial services for over twenty years.

Equity Recipients (RS/RSU, SOP, ESPP) Women Professionals

Kelly P

CFP®, CFA

The Wealthy Parent

Chicago, IL

✨My mission is to help millennial families bring structure, purpose, and clarity to their financial lives. I'm a new mom and an experienced adviser here to help.

Equity Recipients (RS/RSU, SOP, ESPP) FIRE (Financial Independence Retire Early) Gen Y/Millennials (Born 1980-1995)

Andrea O

CFP®

One Wild Life Advisors Llc

Chicago, IL

A wild life doesn't mean an unplanned life. It can be intentional. It likely includes a lot of change, adventures, growth, people and love. Understanding how money follows and supports your life is essential to making it truly wild.

Business ownership considerations Entity structure planning (LLC, S-Corp) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Technology Professional

Colin C

CFP®, MBA

Mindful Money Financial Counsel, Llc

Chicago, IL

I am a deep listener with a passion for asking questions and learning about you and your financial goals and concerns. I like solving problems, creating holistic strategy, and providing you with clear action steps to empower and energize you, your life, and your money. If you were born in the 1980's or a surrounding decade and are looking for more clarity, peace, and fulfillment in your life, reach out to me and let's talk.

Cash flow / budgeting Gen X (Born 1965-1980) Parents

Emi G

CFP®

Mygen Planning

Chicago, IL

Hi, I’m Emi! I’m so glad you came across my profile. Here is a little about me and why I started my firm:

Women's Finance Immigrants Gen Y/Millennials (Born 1980-1995)

Jacki L

CFP®

One Wild Life Advisors Llc

Chicago, IL

Our firm name One Wild Life Advisors is inspired by Mary Oliver’s poem, “The Summer Day” which asks the question: “Tell me, what is it you plan to do with your one wild and precious life?” I help business owners and women build their one wild life.

Business ownership considerations Business exit / sale strategy Business succession planning Women Professionals Gen Y/Millennials (Born 1980-1995)
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