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Find Retirement Advisors for Retirement Planning in Lisle, Illinois

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 Lisle, Illinois

Last Updated - May 24, 2025

Lisle has 8 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 Lisle, Illinois have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in Lisle, Illinois

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:

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

Find An Advisor

VERIFIED

Mark Ackerman
Ackerman Wealth Management

Qualifications
CRD# 4286755
Firm CRD# 6413
Series 3, 7, 31, 66

Minimum Assets Required
$100,000

Address

1211 West 22nd Street,
Suite 209,
Oak Brook, IL 60523 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

Find An Advisor

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

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

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

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

Find An Advisor

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	3333 Warrenville Road, #350 Lisle, IL, 60532	$5,331,374,644	19	22	A percentage of AUM
2	3333 Warrenville Road, Suite 500 Lisle, IL, 60532	$3,035,722,713	121	32	A percentage of AUM, Other (PROVIDE MODEL PORTFOLIO DATA TO CLIENTS)
3	2443 Warrenville Road, Suite 150 Lisle, IL, 60532	$303,807,809	813	8	A percentage of AUM, Hourly charges, Fixed fees
4	2443 Warrenville Road, Suite 630 Lisle, IL, 60532	$237,923,346	1233	9	A percentage of AUM, Hourly charges, Fixed fees
5	4300 Commerce Court, Suite 260 Lisle, IL, 60532	$207,587,397	1136	7	A percentage of AUM
6	4722 Main Street, Lisle, IL, 60532	$110,237,992	529	17	A percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Lisle, Illinois

AMPLIFY INVESTMENTS LLC

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QualificationsFirm CRD# 173781

Assets Under Management $5,331,374,644

No. Of Clients19

Clients Per Financial Advisor1

AMPLIFY INVESTMENTS LLC is a financial advisory firm situated in Lisle, Illinois. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 22 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 investment companies
Portfolio management for pooled investment vehicles
Selection for other advisors

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OBERWEIS ASSET MANAGEMENT INC

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QualificationsFirm CRD# 105471

Assets Under Management $3,035,722,713

No. Of Clients121

Clients Per Financial Advisor4

OBERWEIS ASSET MANAGEMENT INC is a financial advisory firm situated in Lisle, Illinois. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 121 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Other (PROVIDE MODEL PORTFOLIO DATA TO CLIENTS)

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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SEBOLD CAPITAL MANAGEMENT, INC

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QualificationsFirm CRD# 122941

Assets Under Management $303,807,809

No. Of Clients813

Clients Per Financial Advisor102

SEBOLD CAPITAL MANAGEMENT, INC is a financial advisory firm situated in Lisle, Illinois. With a nearly $304M assets under management, the firm specializes in crafting personalized retirement planning solutions for 813 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
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
Pesnsion consulting services
Education seminars/workshops

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VANTAGE POINT FINANCIAL, LLC

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QualificationsFirm CRD# 305016

Assets Under Management $237,923,346

No. Of Clients1233

Clients Per Financial Advisor137

VANTAGE POINT FINANCIAL, LLC is a financial advisory firm situated in Lisle, Illinois. With a nearly $238M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1233 clients. The team consists of 9 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
Selection for other advisors

View Full Profile

ADVYZON INVESTMENT MANAGEMENT, LLC

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QualificationsFirm CRD# 318816

Assets Under Management $207,587,397

No. Of Clients1136

Clients Per Financial Advisor162

ADVYZON INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Lisle, Illinois. With a nearly $208M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1136 clients. The team consists of 7 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

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CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC

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QualificationsFirm CRD# 123483

Assets Under Management $110,237,992

No. Of Clients529

Clients Per Financial Advisor31

CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC is a financial advisory firm situated in Lisle, Illinois. With a nearly $110M assets under management, the firm specializes in crafting personalized retirement planning solutions for 529 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
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (ESTATE AND INSURANCE PLANNING)

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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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