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Find Retirement Advisors for Retirement Planning in Lake Forest, 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 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 Lake Forest, Illinois

Last Updated - April 25, 2025

Lake Forest has 13 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Lake Forest, Illinois have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in Lake Forest, 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

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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

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

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

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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

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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

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

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Top 7 Retirement Planning firms in Lake Forest, Illinois (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	100 North Field Drive, Suite 215 Lake Forest, IL, 60045	$4,455,148,440	359	34	A percentage of AUM, Hourly charges, Fixed fees
2	272 East Deerpath Road, Suite 350, Lake Forest, IL, 60045-5314	$2,974,700,156	12	29	A percentage of AUM, Performance Based
3	1052 N Western Avenue, Lake Forest, IL, 60045	$854,306,837	2651	18	A percentage of AUM, Hourly charges, Fixed fees
4	272 Market Square, Suite 214 Lake Forest, IL, 60045	$765,472,925	402	8	A percentage of AUM
5	222 E. Wisconsin Ave, Suite 102 Lake Forest, IL, 60045	$394,746,933	424	5	A percentage of AUM, Hourly charges, Fixed fees
6	263 Market Square, Suite B Lake Forest, IL, 60045	$189,940,889	38	3	A percentage of AUM
7	100 N Field Drive, Suite 215, Lake Forest, IL, 60045	$49,825,000	1	8	A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Lake Forest, Illinois

CRESCENT GROVE ADVISORS

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QualificationsFirm CRD# 170912

Assets Under Management $4,455,148,440

No. Of Clients359

Clients Per Financial Advisor11

CRESCENT GROVE ADVISORS is a financial advisory firm situated in Lake Forest, Illinois. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 359 clients. The team consists of 34 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

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ROUNDTABLE HEALTHCARE MANAGEMENT, INC

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QualificationsFirm CRD# 161235

Assets Under Management $2,974,700,156

No. Of Clients12

Clients Per Financial Advisor0

ROUNDTABLE HEALTHCARE MANAGEMENT, INC is a financial advisory firm situated in Lake Forest, Illinois. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 29 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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TSFG, LLC

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QualificationsFirm CRD# 172555

Assets Under Management $854,306,837

No. Of Clients2651

Clients Per Financial Advisor147

TSFG, LLC is a financial advisory firm situated in Lake Forest, Illinois. With a nearly $854M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2651 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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ALLEY COMPANY

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QualificationsFirm CRD# 317544

Assets Under Management $765,472,925

No. Of Clients402

Clients Per Financial Advisor50

ALLEY COMPANY is a financial advisory firm situated in Lake Forest, Illinois. With a nearly $765M assets under management, the firm specializes in crafting personalized retirement planning solutions for 402 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
Portfolio management for businesses or institutional clients

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NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC

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QualificationsFirm CRD# 130132

Assets Under Management $394,746,933

No. Of Clients424

Clients Per Financial Advisor85

NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC is a financial advisory firm situated in Lake Forest, Illinois. With a nearly $395M assets under management, the firm specializes in crafting personalized retirement planning solutions for 424 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
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
Other (401(K) ADVISORY AND CONSULTING SERVICES)

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WESTERN PACIFIC WEALTH MANAGEMENT, LP

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QualificationsFirm CRD# 152714

Assets Under Management $189,940,889

No. Of Clients38

Clients Per Financial Advisor13

WESTERN PACIFIC WEALTH MANAGEMENT, LP is a financial advisory firm situated in Lake Forest, Illinois. With a nearly $190M assets under management, the firm specializes in crafting personalized retirement planning solutions for 38 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

Financial Planning Services

Portfolio management for individuals and/or small businesses
Selection for other advisors

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BARRETT UPTON CAPITAL PARTNERS

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QualificationsFirm CRD# 326104

Assets Under Management $49,825,000

No. Of Clients1

Clients Per Financial Advisor0

BARRETT UPTON CAPITAL PARTNERS is a financial advisory firm situated in Lake Forest, Illinois. With a nearly $50M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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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