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Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 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 registration checks. 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 Local,

Last Updated - May 6, 2025

Local has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Local, have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors Near you

VERIFIED

Mark Ackerman
Ackerman Wealth Management

Qualifications
CRD# 4286755
Firm CRD# 6413
Series 3, 7, 31, 66

Minimum Assets Required
$100,000

Address

1211 West 22nd Street,
Suite 209,
Oak Brook, IL 60523 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-Based, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Kate Baness
HighPoint Planning Partners

Qualifications
CRD# 6879554
Firm CRD# 6413
Series 7, 24, 66

Minimum Assets Required
$100,000

Address

2655 Warrenville Road,
Suite 110,
Downers Grove, IL 60515 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

18927 Hickory Creek Drive,
Suite 310,
Mokena, IL 60448 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Steve Harrison
Prudential

Qualifications
CRD# 6332769
Firm CRD# 8733
Series 7, 63, 66

Minimum Assets Required
$0

Address

10275 W Higgins Road, Suite 200,
Rosemont, IL 60018 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Randy Dippell
RMA^® CRPC^® AIF^® CEPA^®
Milestone Money

Qualifications
CRD# 4527425
Firm CRD# 319203
Series 66

Minimum Assets Required
$0

Address

1165 N Clark St #700,
Chicago, IL 60610 See Details

Advisory Services:

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

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:

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

Top 4 Retirement Planning firms in Local, (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	7500 South County Line Road, Burr Ridge, IL, 60527-6955	$751,385,359	1658	8	A percentage of AUM, Hourly charges
2	570 Village Center Drive, Ste 203, Burr Ridge, IL, 60527	$251,100,000	708	7	A percentage of AUM, Fixed fees
3	745 Mcclintock Drive, Suite 150 Burr Ridge, IL, 60527-6490	$212,543,453	1101	12	A percentage of AUM, Hourly charges, Fixed fees, Other (SHARES IN THIRD-PARTY ADVISORY FEES)
4	1333 Burr Ridge Parkway, Suite 200 Burr Ridge, IL, 60527	$190,460,996	531	4	A percentage of AUM, Performance Based, Other (DIRECT BILLING TO THE CUSTODIAN OF CLIENT ASSETS)

Information on Top Retirement Planning firms in Local,

MPS-LORIA FINANCIAL PLANNERS,LLC

Find an Advisor

QualificationsFirm CRD# 122866

Assets Under Management $751,385,359

No. Of Clients1658

Clients Per Financial Advisor207

MPS-LORIA FINANCIAL PLANNERS,LLC is a financial advisory firm situated in Burr Ridge, Illinois. With a nearly $751M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1658 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

View Full Profile

UNIQUE WEALTH STRATEGIES

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QualificationsFirm CRD# 323994

Assets Under Management $251,100,000

No. Of Clients708

Clients Per Financial Advisor101

UNIQUE WEALTH STRATEGIES is a financial advisory firm situated in Burr Ridge, Illinois. With a nearly $251M assets under management, the firm specializes in crafting personalized retirement planning solutions for 708 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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4WEALTH ADVISORS, INC.

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QualificationsFirm CRD# 129727

Assets Under Management $212,543,453

No. Of Clients1101

Clients Per Financial Advisor92

4WEALTH ADVISORS, INC. is a financial advisory firm situated in Burr Ridge, Illinois. With a nearly $213M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1101 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SHARES IN THIRD-PARTY ADVISORY FEES)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

View Full Profile

VIA IV INVESTMENTS, LLC

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QualificationsFirm CRD# 121992

Assets Under Management $190,460,996

No. Of Clients531

Clients Per Financial Advisor133

VIA IV INVESTMENTS, LLC is a financial advisory firm situated in Burr Ridge, Illinois. With a nearly $190M assets under management, the firm specializes in crafting personalized retirement planning solutions for 531 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based
Other (DIRECT BILLING TO THE CUSTODIAN OF CLIENT ASSETS)

Financial Planning Services

Portfolio management for individuals and/or small businesses

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?

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