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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 - May 24, 2025Lake Forest has 12 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 25 years of experience.
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List of Qualified Retirement Planning Advisors in Lake Forest, Illinois
VERIFIEDSteven Block
LUTCF®, RICP®, CLU®, ChFC®
BlockWall Strategies, Inc
Qualifications
CRD# 1322835
Firm CRD# 110826
Series 6, 7, 63
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, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
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
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
VERIFIEDSteve Harrison
Prudential
Qualifications
CRD# 6332769
Firm CRD# 8733
Series 7, 63, 66
Minimum Assets Required
$0
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
VERIFIEDBrian R. 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
VERIFIEDRandy Dippell
RMA® CRPC® AIF® CEPA®
Milestone Money
Qualifications
CRD# 4527425
Firm CRD# 319203
Series 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, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDKate Baness
HighPoint Planning Partners
Qualifications
CRD# 6879554
Firm CRD# 6413
Series 7, 24, 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, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDBKM Wealth Management
CPA, CFP®, CIMA®, CDFA®
Qualifications
CRD# 4725677
Firm CRD# 323928
Series 7, 31, 66
Minimum Assets Required
$250,000
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-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
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
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
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
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
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)
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
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
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