Tips to Help You Find a Top Financial Advisor in Chicago

When you want to find and evaluate a financial advisor or financial planner in Chicago, there's a lot that you need to consider.

For Chicago locals, finding the right advisor that you can trust can be challenging. Wealthramp has the most stringent financial advisor vetting process, which means we do the research and curating for you! In fact, we reject almost all Chicago, IL advisors [LG: link to our vetting process]. Let Wealthramp help you choose the right advisor for you, based on your unique financial situation. You’ll get top advisor recommendations at the click of a button, particularly if you are searching for an experienced fee only fiduciary advisor or planner, for commission-free financial planning and advice, with flexible fee models that are always transparent.

The right financial advisor for you will provide financial planning and investment guidance or management that caters to your unique financial goals.

Expert advisors that do not charge commissions, and with a wide range of expertise are rare, especially if you want a local financial advisor or planner who understands Chicago, IL. Wealthramp’s network of financial advisors in Chicago, IL all have extensive experience working in person or virtually with clients and work on a commission-free basis [LG: link to WR blog], meaning they never sell you products or services or receive commissions.

Connect With The Top Fee Only Advisors in Chicago, IL

Wealthramp will connect you with the best advisors in Chicago. All advisors we recommend are rigorously vetted with transparent fee models.

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See Carefull Pro In Action

Benefits For Your Clients

Smart monitoring & alerts built for adults 55+
World-class credit & identity monitoring
Secure password and document vault
$1 million in identity theft insurance
Secure sharing with trusted contacts
Exclusive guidance and support from real humans

Benefits For Advisors

An actionable client insights dashboard
Access to your clients' Trusted Contact information, to build full-family relationships
Practice-branded landing page and educational marketing materials
Resources to equip you and your team to handle the problems that most face older adults and financial caregivers
A dedicated Advisor Care account lead for white-glove onboarding and ongoing support

Wealthramp Network Advisors can access Carefull Pro for only $500/year/advisor for unlimited clients (a 66% discount off their regular price)!

All advisors in your firm are eligible for this special pricing if they sign up via this page. Please share Carefull with your entire team!

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Build long-term, cross-generational relationships

Financial caregiving activities can last up to 20 years, — bridging generations and the impending $24 trillion wealth transfer.

Expand your share of family

Offer extra protection to an aging client or peace of mind to an adult looking after a senior, all while retaining assets and attracting new ones.

Know your clients better with the power of machine learning

Our secure system monitors financial accounts 24/7 for issues that commonly affect older adults, such as late and missed payments, duplicate payments, changes in spending and unusual transactions.

There is tremendous use for Carefull in my work with clients, in particular with seniors and their caregivers, families with special needs, and those in the sandwich generation who may be taking care of parents with dementia. Carefull’s alerts give me visibility into potential fraudulent activities impacting my clients, and helps alleviate stress for individuals who are responsible for a loved one’s finances as well as their own.
Jessica Searcy Kmetty, ChSNC®, AIFA®, CPFA®, C(k)P®
I’m constantly looking for new tools and ideas to help offer clients deeper insights, practical help, and pathways to a high-impact life, including in novel areas outside the typical domain of investment management. Through Wealthramp, I now have access to a smart tool like Carefull that will help to quickly and efficiently detect any financial fraud and money mistakes for my older clients and their caregivers. It's a valuable benefit of being a part of an advisor network that cares about equipping its advisors with valuable resources like this.
Erik C. Olson, CFP®, CKA®, Wealth Advisor, Arete Wealth

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