National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Libertyville, 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 Libertyville, Illinois

Last Updated - April 10, 2024

Libertyville has 6 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 Libertyville, Illinois have an average of 26 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Libertyville, Illinois

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

advisor-photo
vector.svg VERIFIED

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

advisor-photo
vector.svg VERIFIED

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

advisor-photo
vector.svg VERIFIED

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

advisor-photo
vector.svg VERIFIED

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 6 Retirement Planning firms in Libertyville, Illinois (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
LIBERTY ONE INVESTMENT MANAGEMENT
1509 N. Milwaukee Ave.,
Libertyville, IL, 60048
$1,451,718,4591081417
A Percentage of AUM
2
INSPIRION WEALTH ADVISORS, LLC
900 Technology Way, Suite 130
Libertyville, IL, 60048
$915,284,686238313
A Percentage of AUM, Hourly charges, Fixed Fees
3
PRISM PLANNING PARTNERS
321 S. Milwaukee Avenue,
Libertyville, IL, 60048
$138,957,9112533
A Percentage of AUM, Hourly charges, Fixed Fees
4
PATRICK M. SWEENEY & ASSOCIATES, INC
900 Technology Way, Suite 260
Libertyville, IL, 60048
$137,417,9922152
A Percentage of AUM, Hourly charges, Fixed Fees
5
FORESTER CAPITAL MANAGEMENT LTD
700 Park Ave, Suite 103
Libertyville, IL, 60048
$15,086,00511
A Percentage of AUM
6
THE TRANEL GROUP, LLC
1509 N. Milwaukee Ave,
Libertyville, IL, 60048
$004
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Libertyville, Illinois

QualificationsFirm CRD# 304290

Assets Under Management $1,451,718,459

No. Of Clients10814

Clients Per Financial Advisor636

LIBERTY ONE INVESTMENT MANAGEMENT is a financial advisory firm situated in Libertyville, Illinois. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10814 clients. The team consists of 17 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 165174

Assets Under Management $915,284,686

No. Of Clients2383

Clients Per Financial Advisor183

INSPIRION WEALTH ADVISORS, LLC is a financial advisory firm situated in Libertyville, Illinois. With a nearly $915M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2383 clients. The team consists of 13 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
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 290485

Assets Under Management $138,957,911

No. Of Clients253

Clients Per Financial Advisor84

PRISM PLANNING PARTNERS is a financial advisory firm situated in Libertyville, Illinois. With a nearly $139M assets under management, the firm specializes in crafting personalized retirement planning solutions for 253 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 112802

Assets Under Management $137,417,992

No. Of Clients215

Clients Per Financial Advisor108

PATRICK M. SWEENEY & ASSOCIATES, INC is a financial advisory firm situated in Libertyville, Illinois. With a nearly $137M assets under management, the firm specializes in crafting personalized retirement planning solutions for 215 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
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 109474

Assets Under Management $15,086,005

No. Of Clients1

Clients Per Financial Advisor1

FORESTER CAPITAL MANAGEMENT LTD is a financial advisory firm situated in Libertyville, Illinois. With a nearly $15M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 1 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
  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 327747

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

THE TRANEL GROUP, LLC is a financial advisory firm situated in Libertyville, Illinois. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
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

Get Matched With Planners