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Find Retirement Advisors for Retirement Planning in Downers Grove, 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 Downers Grove, Illinois
Last Updated - April 18, 2024Downers Grove has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 10 non-vetted advisors in your local area. These retirement advisors in Downers Grove, Illinois have an average of 23 years of experience.
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List of Qualified Retirement Planning Advisors in Downers Grove, Illinois
VERIFIED 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
VERIFIEDJacob 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
VERIFIEDChristopher 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
VERIFIED 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
VERIFIEDEric 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
VERIFIEDAllworth 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 10 Retirement Planning firms in Downers Grove, Illinois (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | INVESCO CAPITAL MANAGEMENT LLC 3500 Lacey Road, Suite 700 Downers Grove, IL, 60515 | $400,637,542,107 | 425 | 193 | A Percentage of AUM, Other (UNITARY FEES) |
| 2 | INVESCO INVESTMENT ADVISERS LLC 3500 Lacey Road, Suite 700 Downers Grove, IL, 60515 | $5,640,124,888 | 1382 | 25 | A Percentage of AUM |
| 3 | JMG FINANCIAL GROUP LTD 2001 Butterfield Road, Suite 1400, Downers Grove, IL, 60515 | $4,500,738,000 | 4560 | 64 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (A PERCENTAGE OF ASSETS) |
| 4 | FELDMAN, INGARDONA & CO 2001 Butterfield Rd, Ste 170 Downers Grove, IL, 60515 | $2,639,019,000 | 167 | 5 | A Percentage of AUM, Fixed Fees |
| 5 | HIGHPOINT PLANNING PARTNERS 2651 Warrenville Road, Suite 200 Downers Grove, IL, 60515 | $2,569,000,000 | 7877 | 104 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | CAPSTONE FINANCIAL ADVISORS INC 2001 Butterfield Road, Suite 1750 Downers Grove, IL, 60515 | $1,824,854,507 | 2846 | 25 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (FIXED QUARTERLY RETAINERS) |
| 7 | VERTEX PARTNERS 3000 Woodcreek Drive, Suite 100 Downers Grove, IL, 60515 | $481,067,168 | 1772 | 14 | A Percentage of AUM, Fixed Fees |
| 8 | BENTLEY FINANCIAL GROUP 1385 Warren Ave., Suite A Downers Grove, IL, 60515 | $161,000,000 | 636 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | OPUS FINANCIAL SOLUTIONS LLC 1121 Warren Avenue, Suite 230, Downers Grove, IL, 60515 | $125,547,082 | 454 | 3 | A Percentage of AUM, Hourly charges |
| 10 | ARBOR FINANCIAL SERVICES, LLC 2001 Butterfield Road, Suite 500 Downers Grove, IL, 60515 | $109,989,488 | 531 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (WRAP FEE) |
Information on Top Retirement Planning firms in Downers Grove, Illinois
QualificationsFirm CRD# 125601
Assets Under Management $400,637,542,107
No. Of Clients425
Clients Per Financial Advisor2
INVESCO CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Downers Grove, Illinois. With a nearly $401B assets under management, the firm specializes in crafting personalized retirement planning solutions for 425 clients. The team consists of 193 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (UNITARY FEES)
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 104885
Assets Under Management $5,640,124,888
No. Of Clients1382
Clients Per Financial Advisor55
INVESCO INVESTMENT ADVISERS LLC is a financial advisory firm situated in Downers Grove, Illinois. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1382 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Investment
QualificationsFirm CRD# 110302
Assets Under Management $4,500,738,000
No. Of Clients4560
Clients Per Financial Advisor71
JMG FINANCIAL GROUP LTD is a financial advisory firm situated in Downers Grove, Illinois. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4560 clients. The team consists of 64 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 (A PERCENTAGE OF ASSETS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 29449
Assets Under Management $2,639,019,000
No. Of Clients167
Clients Per Financial Advisor33
FELDMAN, INGARDONA & CO is a financial advisory firm situated in Downers Grove, Illinois. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 167 clients. The team consists of 5 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 316636
Assets Under Management $2,569,000,000
No. Of Clients7877
Clients Per Financial Advisor76
HIGHPOINT PLANNING PARTNERS is a financial advisory firm situated in Downers Grove, Illinois. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7877 clients. The team consists of 104 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
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 109341
Assets Under Management $1,824,854,507
No. Of Clients2846
Clients Per Financial Advisor114
CAPSTONE FINANCIAL ADVISORS INC is a financial advisory firm situated in Downers Grove, Illinois. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2846 clients. The team consists of 25 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 (FIXED QUARTERLY RETAINERS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 316839
Assets Under Management $481,067,168
No. Of Clients1772
Clients Per Financial Advisor127
VERTEX PARTNERS is a financial advisory firm situated in Downers Grove, Illinois. With a nearly $481M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1772 clients. The team consists of 14 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 172474
Assets Under Management $161,000,000
No. Of Clients636
Clients Per Financial Advisor159
BENTLEY FINANCIAL GROUP is a financial advisory firm situated in Downers Grove, Illinois. With a nearly $161M assets under management, the firm specializes in crafting personalized retirement planning solutions for 636 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 282311
Assets Under Management $125,547,082
No. Of Clients454
Clients Per Financial Advisor151
OPUS FINANCIAL SOLUTIONS LLC is a financial advisory firm situated in Downers Grove, Illinois. With a nearly $126M assets under management, the firm specializes in crafting personalized retirement planning solutions for 454 clients. The team consists of 3 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 150713
Assets Under Management $109,989,488
No. Of Clients531
Clients Per Financial Advisor76
ARBOR FINANCIAL SERVICES, LLC is a financial advisory firm situated in Downers Grove, Illinois. With a nearly $110M assets under management, the firm specializes in crafting personalized retirement planning solutions for 531 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
- Hourly charges
- Fixed Fees
- Other (WRAP FEE)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
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