Chicago, IL
Financial advisors in Chicago, IL
Independent, fiduciary financial advisors based in Chicago, IL.
We don't have a Chicago-based advisor listed yet, but the profiles below are a general roster; ask each advisor about location and fit.
James Conole, CFP®
Founder · Root Financial
Works with people who are within about ten years of retirement and want a clear plan for getting there.
Kevin Lum, CFP®
Foundry Financial
Host of Retirement Made Simple, focused on making retirement decisions clear and straightforward.
Eric, CFP®
The PeakFP
A CERTIFIED FINANCIAL PLANNER™ professional specializing in retirement income planning.
Even Better Retirement
Retirement planning
“You saved money for a lifetime, now it’s time to have fun.”
Common questions
How do I find a good financial advisor in Chicago?
Start with fiduciary advisors experienced in your situation - Chicago's mix of corporate executives, business owners, and traders means specialization matters. Verify registration on the SEC's Investment Adviser Public Disclosure site, ask for fee quotes in dollars, and interview two or three.
What does a financial advisor in Chicago typically cost?
The usual national models apply: percentage of assets, flat annual planning fees, or hourly rates. Chicago's deep advisor market means competitive pricing at every tier - compare the total dollar cost and what's included, not just the headline rate.
How do Illinois taxes affect my financial plan?
Illinois has a flat state income tax, but notably exempts retirement income - Social Security, pensions, and retirement account withdrawals - from state tax. That changes Roth conversion math and withdrawal sequencing for retirees compared to most states. Property taxes, among the highest nationally, are the other planning constant.
Are there advisors who specialize in trading and derivatives income?
Yes - Chicago's exchanges support a real specialty in trader tax status, futures and options taxation, and entity structuring for trading income. If that's you, ask for direct experience; the tax treatment differs enough from wages that generalists routinely get it wrong.
Can I work with an advisor who isn't local?
Yes. Remote relationships are standard now. What you want local or state knowledge for: Illinois retirement-income tax treatment, property tax appeals and exemptions, and any Illinois estate considerations.
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