Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Local has 7 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 23 years of experience.
Qualifications
CRD# 7015673
Firm CRD# 46173
Series 7, 66
Minimum Assets Required
$50,000
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.
Commissions, Flat Fee, Based on Assets
Jacob Schatz
CFP®, RICP®
IntentGen Financial Partners
Qualifications
CRD# 5522486
Firm CRD# 304569
Series 7, 66
Minimum Assets Required
$0
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.
Fee-Based, Based on Assets
Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
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.
Fee-Only, Based on Assets
Christopher Barberini
Lakeshore Capital Group
Qualifications
CRD# 5969705
Firm CRD# 325609
Series 65
Minimum Assets Required
$400,000
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.
Fee-Only, Flat Fee, Based on Assets
Eric Kirste
CFP®, CIMA®, AIF®
Savvy Advisors, Inc
Qualifications
CRD# 3245871
Firm CRD# 111111
Series 66
Minimum Assets Required
$500,000
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.
Fee-Only, Hourly, Flat Fee, Based on Assets
Allworth Financial
AIF®, BFA", CDFA", RFC®
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | MPS-LORIA FINANCIAL PLANNERS,LLC 7500 South County Line Road, Burr Ridge, IL, 60527-6955 | $544,113,125 | 1591 | 8 | A Percentage of AUM, Hourly charges |
2 | VIA IV INVESTMENTS, LLC 1333 Burr Ridge Parkway, Suite 200 Burr Ridge, IL, 60527 | $188,847,759 | 564 | 4 | A Percentage of AUM, Performance Based, Other (DIRECT BILLING TO THE CUSTODIAN OF CLIENT ASSETS) |
3 | UNIQUE WEALTH STRATEGIES 570 Village Center Drive, Ste 203, Burr Ridge, IL, 60527 | $181,600,000 | 487 | 8 | A Percentage of AUM, Fixed Fees |
4 | 4WEALTH ADVISORS, INC. 745 Mcclintock Drive, Suite 150 Burr Ridge, IL, 60527-6490 | $173,452,916 | 1019 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SHARES IN THIRD-PARTY ADVISORY FEES) |
QualificationsFirm CRD# 122866
Assets Under Management $544,113,125
No. Of Clients1591
Clients Per Financial Advisor199
MPS-LORIA FINANCIAL PLANNERS,LLC is a financial advisory firm situated in Burr Ridge, Illinois. With a nearly $544M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1591 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 121992
Assets Under Management $188,847,759
No. Of Clients564
Clients Per Financial Advisor141
VIA IV INVESTMENTS, LLC is a financial advisory firm situated in Burr Ridge, Illinois. With a nearly $189M assets under management, the firm specializes in crafting personalized retirement planning solutions for 564 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 323994
Assets Under Management $181,600,000
No. Of Clients487
Clients Per Financial Advisor61
UNIQUE WEALTH STRATEGIES is a financial advisory firm situated in Burr Ridge, Illinois. With a nearly $182M assets under management, the firm specializes in crafting personalized retirement planning solutions for 487 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 129727
Assets Under Management $173,452,916
No. Of Clients1019
Clients Per Financial Advisor93
4WEALTH ADVISORS, INC. is a financial advisory firm situated in Burr Ridge, Illinois. With a nearly $173M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1019 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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