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

Last Updated - June 18, 2024

Lombard has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Lombard, Illinois have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Lombard, Illinois

advisor-photo

Qualifications
CRD# 7015673
Firm CRD# 46173
Series 7, 66

Minimum Assets Required
$50,000

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

Commissions, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

Jacob Schatz
CFP®, RICP®
IntentGen Financial Partners

Qualifications
CRD# 5522486
Firm CRD# 304569
Series 7, 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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

advisor-photo
vector.svg VERIFIED

Ryan Williamson
CFP®, AIF®
Horizon Wealth Management

Qualifications
CRD# 3262671
Firm CRD# 170255
Series 7, 24, 63, 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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Hourly, 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

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

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

Top 3 Retirement Planning firms in Lombard, Illinois (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
FORUM FINANCIAL MANAGEMENT, LP
1900 South Highland Avenue, Suite 100
Lombard, IL, 60148
$7,633,341,80820559125
A Percentage of AUM
2
HUNTER CAPITAL MANAGEMENT
377 E. Butterfield Road, Suite 220
Lombard, IL, 60148
$850,178,5423808
A Percentage of AUM, Performance Based
3
STRATEGIC CAPITAL INVESTMENT ADVISORS INC
700 E. Butterfield Road, Ste 320
Lombard, IL, 60148
$0013
Hourly charges, Fixed Fees, Other (PERCENTAGE OF ASSETS FOR DISCRETIONARY FIDUCIARY CONSULTING)

Information on Top Retirement Planning firms in Lombard, Illinois

QualificationsFirm CRD# 145706

Assets Under Management $7,633,341,808

No. Of Clients20559

Clients Per Financial Advisor164

FORUM FINANCIAL MANAGEMENT, LP is a financial advisory firm situated in Lombard, Illinois. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20559 clients. The team consists of 125 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 309050

Assets Under Management $850,178,542

No. Of Clients380

Clients Per Financial Advisor48

HUNTER CAPITAL MANAGEMENT is a financial advisory firm situated in Lombard, Illinois. With a nearly $850M assets under management, the firm specializes in crafting personalized retirement planning solutions for 380 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 Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 107772

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

STRATEGIC CAPITAL INVESTMENT ADVISORS INC is a financial advisory firm situated in Lombard, Illinois. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Hourly charges
  • Fixed Fees
  • Other (PERCENTAGE OF ASSETS FOR DISCRETIONARY FIDUCIARY CONSULTING)

Financial Planning Services

  • Pension Consulting Services
View Full Profile

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