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Find Retirement Advisors for Retirement Planning in Hoffman Estates, 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 Hoffman Estates, Illinois

Last Updated - March 21, 2024

Hoffman Estates has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Hoffman Estates, Illinois have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Hoffman Estates, Illinois

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Christopher 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

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Eric 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

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Mark S. La Spisa
CFP®, CRPS®, CFS, AIF®
Vermillion Financial Advisors

Qualifications
CRD# 1600709
Firm CRD# 119239

Minimum Assets Required
$1,000,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth 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, Hourly, Flat Fee, Based on Assets

advisor-photo

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

advisor-photo

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

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Allworth 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

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Jacob 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

advisor-photo
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Brian Luedke
BFA, RICP®, ChFC®
Forward Wealth Group

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

Minimum Assets Required
$100,000

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

Fee-Based, Hourly, Flat Fee, Based on Assets

Top 2 Retirement Planning firms in Hoffman Estates, Illinois (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CLEARWATER CAPITAL PARTNERS
2800 West Higgins Road, Suite 1025
Hoffman Estates, IL, 60169
$1,052,162,517234818
A Percentage of AUM, Hourly charges, Fixed Fees
2
THE DALA GROUP, LLC
2815 Forbs Ave, Suite 107,
Hoffman Estates, IL, 60192
$105,137,5556984
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Hoffman Estates, Illinois

QualificationsFirm CRD# 139886

Assets Under Management $1,052,162,517

No. Of Clients2348

Clients Per Financial Advisor130

CLEARWATER CAPITAL PARTNERS is a financial advisory firm situated in Hoffman Estates, Illinois. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2348 clients. The team consists of 18 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
View Full Profile

QualificationsFirm CRD# 291828

Assets Under Management $105,137,555

No. Of Clients698

Clients Per Financial Advisor175

THE DALA GROUP, LLC is a financial advisory firm situated in Hoffman Estates, Illinois. With a nearly $105M assets under management, the firm specializes in crafting personalized retirement planning solutions for 698 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
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

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