Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Retirement Planners > illinois > barrington

Compare 2-3 financial advisors near you
matched to your specific needs

Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Barrington, Illinois

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Barrington, Illinois

Last Updated - April 9, 2024

Barrington has 10 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Barrington, Illinois have an average of 24 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

List of Qualified Retirement Planning Advisors in Barrington, Illinois

VERIFIED

Mark S. La Spisa
CFP^®, CRPS^®, CFS, AIF^®
Vermillion Financial Advisors

Qualifications
CRD# 1600709
Firm CRD# 119239

Minimum Assets Required
$1,000,000

Address

16 Executive Court,Suite 3,
Barrington, IL 60010 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Christopher Barberini
Lakeshore Capital Group

Qualifications
CRD# 5969705
Firm CRD# 325609
Series 65

Minimum Assets Required
$400,000

Address

1811 Hicks Rd. Suite A,
Rolling Meadows, IL 60008 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Michael Stewart
CFP^®, RFC^®
Crystal Lake Tax & Financial Inc

Qualifications
CRD# 4243807
Firm CRD# 173272
Series 65

Minimum Assets Required
$50,000

Address

451 Coventry Lane,
Suite 102,
Crystal Lake, IL 60014 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Address

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Eric Kirste
CFP^®, CIMA^®, AIF^®
Savvy Advisors, Inc

Qualifications
CRD# 3245871
Firm CRD# 111111
Series 66

Minimum Assets Required
$500,000

Address

300 N. Pine Street,
Prospect Heights, IL 60070 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Allworth Financial
AIF^®, BFA^", CDFA^", RFC^®

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Address

2610 Lake Cook Road Suite 250,
Riverwoods, IL 60015 See Details

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Brian Luedke
BFA, RICP^®, ChFC^®
Forward Wealth Group

Qualifications
CRD# 2783392
Firm CRD# 8032
Series 6, 7, 63, 66

Minimum Assets Required
$100,000

Address

5404 W Elm St,
Suite J,
McHenry, IL 60050 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

WestPac Wealth Partners

Qualifications
CRD# 7015673
Firm CRD# 46173
Series 7, 66

Minimum Assets Required
$50,000

Address

17W220 W 22nd St, Suite 410,
Oakbrook Terrace, IL 60181 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Jacob Schatz
CFP^®, RICP^®
IntentGen Financial Partners

Qualifications
CRD# 5522486
Firm CRD# 304569
Series 7, 66

Minimum Assets Required
$0

Address

1460 Bond Street Suite 120,
Naperville, IL 60563 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

Top 3 Retirement Planning firms in Barrington, Illinois (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	SEQUOIA WEALTH MANAGEMENT, LLC 200 Applebee St, Suite 208 Barrington, IL, 60010	$438,177,764	3032	22	A Percentage of AUM, Hourly charges, Fixed Fees
2	CARTER FINANCIAL GROUP, INC. 200 N. Nortwest Highway, Barrington, IL, 60010	$233,323,291	1959	9	A Percentage of AUM, Fixed Fees, Commission Based
3	VIRTUE ASSET MANAGEMENT LLC 308 W. Main Street, Barrington, IL, 60010	$127,522,377	164	2	A Percentage of AUM

Information on Top Retirement Planning firms in Barrington, Illinois

SEQUOIA WEALTH MANAGEMENT, LLC

Find an Advisor

QualificationsFirm CRD# 170543

Assets Under Management $438,177,764

No. Of Clients3032

Clients Per Financial Advisor138

SEQUOIA WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Barrington, Illinois. With a nearly $438M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3032 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Educational Seminars/ Workshops

View Full Profile

CARTER FINANCIAL GROUP, INC.

Find an Advisor

QualificationsFirm CRD# 301025

Assets Under Management $233,323,291

No. Of Clients1959

Clients Per Financial Advisor218

CARTER FINANCIAL GROUP, INC. is a financial advisory firm situated in Barrington, Illinois. With a nearly $233M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1959 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Fixed Fees
Commission Based

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Selection of Other Advisors

View Full Profile

VIRTUE ASSET MANAGEMENT LLC

Find an Advisor

QualificationsFirm CRD# 283438

Assets Under Management $127,522,377

No. Of Clients164

Clients Per Financial Advisor82

VIRTUE ASSET MANAGEMENT LLC is a financial advisory firm situated in Barrington, Illinois. With a nearly $128M assets under management, the firm specializes in crafting personalized retirement planning solutions for 164 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

Get Matched With Planners

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.