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Find Retirement Advisors for Retirement Planning in Downers Grove, Illinois

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 Downers Grove, Illinois

Last Updated - May 15, 2025

Downers Grove has 8 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 22 years of experience.

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List of Qualified Retirement Planning Advisors in Downers Grove, Illinois

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:

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

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

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:

Compensation/Fee

Fee-Based, Commissions, Flat Fee, 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

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

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

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

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

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	3500 Lacey Road, Suite 700 Downers Grove, IL, 60515	$545,530,164,135	401	220	A percentage of AUM, Other (UNITARY FEES)
2	2001 Butterfield Road, Suite 1400, Downers Grove, IL, 60515	$5,415,853,000	5079	63	A percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS)
3	3500 Lacey Road, Suite 700 Downers Grove, IL, 60515	$4,631,422,173	1227	28	A percentage of AUM
4	2651 Warrenville Road, Suite 200 Downers Grove, IL, 60515	$3,001,000,000	13229	96	A percentage of AUM, Hourly charges, Fixed fees
5	2001 Butterfield Road, Suite 1750 Downers Grove, IL, 60515	$2,116,697,964	3159	31	A percentage of AUM, Hourly charges, Fixed fees, Other (FIXED QUARTERLY RETAINERS)
6	2001 Butterfield Rd, Ste 170 Downers Grove, IL, 60515	$1,514,856,000	180	6	A percentage of AUM, Fixed fees
7	3000 Woodcreek Drive, Suite 100 Downers Grove, IL, 60515	$827,936,305	2374	20	A percentage of AUM, Fixed fees
8	1385 Warren Ave., Suite A Downers Grove, IL, 60515	$321,000,000	920	4	A percentage of AUM, Hourly charges, Fixed fees
9	1121 Warren Avenue,, Suite 230 Downers Grove, IL, 60515	$151,102,859	483	2	A percentage of AUM, Hourly charges, Fixed fees
10	2001 Butterfield Road, Suite 500 Downers Grove, IL, 60515	$113,405,818	385	6	A percentage of AUM, Hourly charges, Fixed fees, Other (WRAP FEE)

Information on Top Retirement Planning firms in Downers Grove, Illinois

INVESCO CAPITAL MANAGEMENT LLC

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QualificationsFirm CRD# 125601

Assets Under Management $545,530,164,135

No. Of Clients401

Clients Per Financial Advisor2

INVESCO CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Downers Grove, Illinois. With a nearly $546B assets under management, the firm specializes in crafting personalized retirement planning solutions for 401 clients. The team consists of 220 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 companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (SPONSOR TO THE QQQ TRUST SERIES 1, SPONSOR TO BTCO AND SOLE MEMBER OF SPONSOR TO CURRENCYSHARES TRUSTS)

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JMG FINANCIAL GROUP LTD

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QualificationsFirm CRD# 110302

Assets Under Management $5,415,853,000

No. Of Clients5079

Clients Per Financial Advisor81

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 5079 clients. The team consists of 63 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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INVESCO INVESTMENT ADVISERS LLC

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QualificationsFirm CRD# 104885

Assets Under Management $4,631,422,173

No. Of Clients1227

Clients Per Financial Advisor44

INVESCO INVESTMENT ADVISERS LLC 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 1227 clients. The team consists of 28 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 companies

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HIGHPOINT PLANNING PARTNERS

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QualificationsFirm CRD# 316636

Assets Under Management $3,001,000,000

No. Of Clients13229

Clients Per Financial Advisor138

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 13229 clients. The team consists of 96 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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CAPSTONE FINANCIAL ADVISORS INC

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QualificationsFirm CRD# 109341

Assets Under Management $2,116,697,964

No. Of Clients3159

Clients Per Financial Advisor102

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 3159 clients. The team consists of 31 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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FELDMAN, INGARDONA & CO

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QualificationsFirm CRD# 29449

Assets Under Management $1,514,856,000

No. Of Clients180

Clients Per Financial Advisor30

FELDMAN, INGARDONA & CO 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 180 clients. The team consists of 6 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 and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

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VERTEX PARTNERS

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QualificationsFirm CRD# 316839

Assets Under Management $827,936,305

No. Of Clients2374

Clients Per Financial Advisor119

VERTEX PARTNERS is a financial advisory firm situated in Downers Grove, Illinois. With a nearly $828M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2374 clients. The team consists of 20 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
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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BENTLEY FINANCIAL GROUP

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QualificationsFirm CRD# 172474

Assets Under Management $321,000,000

No. Of Clients920

Clients Per Financial Advisor230

BENTLEY FINANCIAL GROUP is a financial advisory firm situated in Downers Grove, Illinois. With a nearly $321M assets under management, the firm specializes in crafting personalized retirement planning solutions for 920 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 services
Portfolio management for individuals and/or small businesses

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OPUS FINANCIAL SOLUTIONS LLC

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QualificationsFirm CRD# 282311

Assets Under Management $151,102,859

No. Of Clients483

Clients Per Financial Advisor242

OPUS FINANCIAL SOLUTIONS LLC is a financial advisory firm situated in Downers Grove, Illinois. With a nearly $151M assets under management, the firm specializes in crafting personalized retirement planning solutions for 483 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (TAX PLANNING)

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ARBOR FINANCIAL SERVICES, LLC

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QualificationsFirm CRD# 150713

Assets Under Management $113,405,818

No. Of Clients385

Clients Per Financial Advisor64

ARBOR FINANCIAL SERVICES, LLC is a financial advisory firm situated in Downers Grove, Illinois. With a nearly $113M assets under management, the firm specializes in crafting personalized retirement planning solutions for 385 clients. The team consists of 6 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 services
Portfolio management for individuals and/or small businesses
Pesnsion 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?

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