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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 - June 18, 2024

Barrington has 9 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.

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List of Qualified Retirement Planning Advisors in Barrington, Illinois

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Vermillion Financial Advisors
CFP®, CRPS®, AIF®

Qualifications
CRD# 1600709
Firm CRD# 119239

Minimum Assets Required
$1,000,000

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

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Christopher Barberini
Lakeshore Capital Group

Qualifications
CRD# 5969705
Firm CRD# 325609
Series 65

Minimum Assets Required
$400,000

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

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

Qualifications
CRD# 4243807
Firm CRD# 173272
Series 65

Minimum Assets Required
$50,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

advisor-photo

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

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

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

Qualifications
CRD# 3245871
Firm CRD# 111111
Series 66

Minimum Assets Required
$500,000

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

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

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

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

Compensation/Fee

Fee-Based

advisor-photo

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

Minimum Assets Required
$50,000

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

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Jacob Schatz
CFP®, RICP®
IntentGen Financial Partners

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

Minimum Assets Required
$0

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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
SEQUOIA WEALTH MANAGEMENT, LLC
200 Applebee St, Suite 208
Barrington, IL, 60010
$438,177,764303222
A Percentage of AUM, Hourly charges, Fixed Fees
2
CARTER FINANCIAL GROUP, INC.
200 N. Nortwest Highway,
Barrington, IL, 60010
$233,323,29119599
A Percentage of AUM, Fixed Fees, Commission Based
3
VIRTUE ASSET MANAGEMENT LLC
308 W. Main Street,
Barrington, IL, 60010
$127,522,3771642
A Percentage of AUM

Information on Top Retirement Planning firms in Barrington, Illinois

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

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

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

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