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Find Retirement Advisors for Retirement Planning in Highland Park, 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 Highland Park, Illinois

Last Updated - May 24, 2025

Highland Park has 12 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Highland Park, Illinois have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Highland Park, Illinois

VERIFIED

Steven Block
LUTCF^®, RICP^®, CLU^®, ChFC^®
BlockWall Strategies, Inc

Qualifications
CRD# 1322835
Firm CRD# 110826
Series 6, 7, 63

Minimum Assets Required
$100,000

Address

1650 Lake Cook Rd Suite 500,
Deerfield, IL 60015 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, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Commissions, 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

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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

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

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VERIFIED

Brian R. Luedke
BFA, RICP^®, ChFC^®
Forward Wealth Group

Qualifications
CRD# 2783392
Firm CRD# 8032
Series 6, 7, 63, 66

Minimum Assets Required
$100,000

Address

5404 W Elm St,
Suite J,
McHenry, IL 60050 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Hourly, 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

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

BKM Wealth Management
CPA, CFP^®, CIMA^®, CDFA^®

Qualifications
CRD# 4725677
Firm CRD# 323928
Series 7, 31, 66

Minimum Assets Required
$250,000

Address

20300 Water Tower Blvd,
Suite 250,
Brookfield, WI 53045 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

Top 6 Retirement Planning firms in Highland Park, Illinois (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	600 Central Avenue, Suite 365 Highland Park, IL, 60035	$647,937,167	230	8	A percentage of AUM, Fixed fees, Commission Based
2	600 Elm Place, Highland Park, IL, 60035	$556,559,668	1882	7	A percentage of AUM
3	799 Central Ave, Suite 350 Highland Park, IL, 60035	$551,945,855	404	8	A percentage of AUM
4	600 Central Ave., Suite 293 Highland Park, IL, 60035	$147,731,685	62	23	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
5	799 Central Ave, Suite 350 Highland Park, IL, 60035	$108,862,462	12	8	A percentage of AUM, Fixed fees, Performance Based, Other (DISCRETIONARY BONUS)
6	600 Central Ave, Suite 293 Highland Park, IL, 60035	$69,000,000	3	6	A percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Highland Park, Illinois

FORT SHERIDAN ADVISORS LLC

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QualificationsFirm CRD# 151139

Assets Under Management $647,937,167

No. Of Clients230

Clients Per Financial Advisor29

FORT SHERIDAN ADVISORS LLC is a financial advisory firm situated in Highland Park, Illinois. With a nearly $648M assets under management, the firm specializes in crafting personalized retirement planning solutions for 230 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
Fixed fees
Commission Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

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WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 299595

Assets Under Management $556,559,668

No. Of Clients1882

Clients Per Financial Advisor269

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Highland Park, Illinois. With a nearly $557M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1882 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

Financial Planning Services

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

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NEW VERNON WEALTH MANAGEMENT LLC

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QualificationsFirm CRD# 164775

Assets Under Management $551,945,855

No. Of Clients404

Clients Per Financial Advisor51

NEW VERNON WEALTH MANAGEMENT LLC is a financial advisory firm situated in Highland Park, Illinois. With a nearly $552M assets under management, the firm specializes in crafting personalized retirement planning solutions for 404 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

Financial Planning Services

Portfolio management for individuals and/or small businesses

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INSIGHT SECURITIES, INC.

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QualificationsFirm CRD# 5611

Assets Under Management $147,731,685

No. Of Clients62

Clients Per Financial Advisor3

INSIGHT SECURITIES, INC. is a financial advisory firm situated in Highland Park, Illinois. With a nearly $148M assets under management, the firm specializes in crafting personalized retirement planning solutions for 62 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Financial Planning Services

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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NEW VERNON INVESTMENT MANAGEMENT LLC

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QualificationsFirm CRD# 160247

Assets Under Management $108,862,462

No. Of Clients12

Clients Per Financial Advisor2

NEW VERNON INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Highland Park, Illinois. With a nearly $109M assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 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
Fixed fees
Performance Based
Other (DISCRETIONARY BONUS)

Financial Planning Services

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (PROVISION OF HISTORICAL TRADING DATA)

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PRECISE INVESTMENT MANAGEMENT, INC.

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QualificationsFirm CRD# 282557

Assets Under Management $69,000,000

No. Of Clients3

Clients Per Financial Advisor1

PRECISE INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Highland Park, Illinois. With a nearly $69M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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

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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