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Find Retirement Advisors for Retirement Planning in Winnetka, 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 Winnetka, Illinois
Last Updated - April 24, 2024Winnetka has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 9 non-vetted advisors in your local area. These retirement advisors in Winnetka, Illinois have an average of 23 years of experience.
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List of Qualified Retirement Planning Advisors in Winnetka, 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
VERIFIED 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
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
VERIFIED 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
VERIFIEDJacob 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
Since 1998
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Top 9 Retirement Planning firms in Winnetka, Illinois (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | MOLLER WEALTH PARTNERS One Northfield Plaza, Suite 200, Northfield, IL, 60093-1211 | $501,571,674 | 1100 | 7 | A Percentage of AUM, Fixed Fees |
| 2 | BERNARDI ASSET MANAGEMENT, LLC 423 Central Avenue, Northfield, IL, 60093 | $348,487,119 | 146 | 16 | A Percentage of AUM |
| 3 | KENNEY INVESTMENTS INC One Northfield Plaza, Ste 505, Northfield, IL, 60093 | $259,496,731 | 35 | 2 | A Percentage of AUM, Fixed Fees |
| 4 | BRENTVIEW INVESTMENT MANAGEMENT, LLC One Northfield Plaza, Suite 522 Northfield, IL, 60093 | $230,700,730 | 173 | 7 | A Percentage of AUM |
| 5 | MACK INVESTMENT SECURITIES, INC. 211 Waukegan Road, Ste 300 Northfield, IL, 60093 | $203,485,844 | 1008 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 6 | THE PLANNING GROUP 465 Central Ave, Suite 201 Northfield, IL, 60093 | $198,565,334 | 608 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | TREETOP WEALTH MANAGEMENT, LLC One Northfield Plaza, Suite 106 Northfield, IL, 60093 | $140,000,000 | 300 | 3 | A Percentage of AUM, Commission Based |
| 8 | STRATEGIC PORTFOLIO MANAGERS One Northfield Plaza, Suite 300 Northfield, IL, 60093 | $127,051,519 | 250 | 1 | A Percentage of AUM |
| 9 | BAKER & YOEST INVESTMENT ADVISERS, INC. 790 W Frontage Rd, Ste 116 Northfield, IL, 60093 | $100,440,790 | 79 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
Information on Top Retirement Planning firms in Winnetka, Illinois
QualificationsFirm CRD# 110493
Assets Under Management $501,571,674
No. Of Clients1100
Clients Per Financial Advisor157
MOLLER WEALTH PARTNERS is a financial advisory firm situated in Northfield, Illinois. With a nearly $502M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1100 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 120110
Assets Under Management $348,487,119
No. Of Clients146
Clients Per Financial Advisor9
BERNARDI ASSET MANAGEMENT, LLC is a financial advisory firm situated in Northfield, Illinois. With a nearly $348M assets under management, the firm specializes in crafting personalized retirement planning solutions for 146 clients. The team consists of 16 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# 105665
Assets Under Management $259,496,731
No. Of Clients35
Clients Per Financial Advisor18
KENNEY INVESTMENTS INC is a financial advisory firm situated in Northfield, Illinois. With a nearly $259M assets under management, the firm specializes in crafting personalized retirement planning solutions for 35 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
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 300409
Assets Under Management $230,700,730
No. Of Clients173
Clients Per Financial Advisor25
BRENTVIEW INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Northfield, Illinois. With a nearly $231M assets under management, the firm specializes in crafting personalized retirement planning solutions for 173 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
- Portfolio Management for Business
QualificationsFirm CRD# 17643
Assets Under Management $203,485,844
No. Of Clients1008
Clients Per Financial Advisor144
MACK INVESTMENT SECURITIES, INC. is a financial advisory firm situated in Northfield, Illinois. With a nearly $203M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1008 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
- Hourly charges
- Fixed Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Market Timing Based
QualificationsFirm CRD# 298496
Assets Under Management $198,565,334
No. Of Clients608
Clients Per Financial Advisor152
THE PLANNING GROUP is a financial advisory firm situated in Northfield, Illinois. With a nearly $199M assets under management, the firm specializes in crafting personalized retirement planning solutions for 608 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 155013
Assets Under Management $140,000,000
No. Of Clients300
Clients Per Financial Advisor100
TREETOP WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Northfield, Illinois. With a nearly $140M assets under management, the firm specializes in crafting personalized retirement planning solutions for 300 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
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 155286
Assets Under Management $127,051,519
No. Of Clients250
Clients Per Financial Advisor250
STRATEGIC PORTFOLIO MANAGERS is a financial advisory firm situated in Northfield, Illinois. With a nearly $127M assets under management, the firm specializes in crafting personalized retirement planning solutions for 250 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
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 149115
Assets Under Management $100,440,790
No. Of Clients79
Clients Per Financial Advisor40
BAKER & YOEST INVESTMENT ADVISERS, INC. is a financial advisory firm situated in Northfield, Illinois. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 79 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
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.