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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 - September 5, 2024Libertyville has 4 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 16 years of experience.
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List of Qualified Retirement Planning Advisors in Libertyville, Illinois
VERIFIEDAllworth 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
VERIFIEDEric 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
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
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
Since 1998
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Top 6 Retirement Planning firms in Libertyville, Illinois (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | LIBERTY ONE INVESTMENT MANAGEMENT 1509 N. Milwaukee Ave., Libertyville, IL, 60048 | $1,451,718,459 | 10814 | 17 | A Percentage of AUM |
| 2 | INSPIRION WEALTH ADVISORS, LLC 900 Technology Way, Suite 130 Libertyville, IL, 60048 | $915,284,686 | 2383 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | PRISM PLANNING PARTNERS 321 S. Milwaukee Avenue, Libertyville, IL, 60048 | $138,957,911 | 253 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | PATRICK M. SWEENEY & ASSOCIATES, INC 900 Technology Way, Suite 260 Libertyville, IL, 60048 | $137,417,992 | 215 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | FORESTER CAPITAL MANAGEMENT LTD 700 Park Ave, Suite 103 Libertyville, IL, 60048 | $15,086,005 | 1 | 1 | A Percentage of AUM |
| 6 | THE TRANEL GROUP, LLC 1509 N. Milwaukee Ave, Libertyville, IL, 60048 | $0 | 0 | 4 | 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
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
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
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
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
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
Retirement Planners Near You
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Looking for more choices? Use our free match service to compare retirement planners serving your area.