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Find Retirement Advisors for Retirement Planning in Oak Brook, 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 Oak Brook, Illinois

Last Updated - May 15, 2025

Oak Brook has 9 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 Oak Brook, Illinois have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Oak Brook, Illinois

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:

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-Based, Commissions, Flat Fee, Based on Assets

Find An Advisor

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:

Compensation/Fee

Fee-Based, 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

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

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

Wesley Kotys
CFP^®, AAMS^®
Kotys Wealth Professionals

Qualifications
CRD# 4051934
Firm CRD# 168156

Minimum Assets Required
$500,000

Address

1111 Glendale Blvd.,
Suite 105,
Valparaiso, IN 46383 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

Top 9 Retirement Planning firms in Oak Brook, Illinois (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	903 Commerce Drive, Suite 250 Oak Brook, IL, 60523	$1,473,526,500	7	7	Commission Based, Performance Based, Other (TRANSACT, ADMIN, GUARANTY, FINANCING, AM, PROPERTY/CONSTRUCT FEE)
2	903 Commerce Drive,, Suite 300 Oak Brook, IL, 60523	$907,280,235	1116	18	A percentage of AUM, Hourly charges, Fixed fees
3	2215 York Road, Suite 500 Oak Brook, IL, 60523-4014	$774,834,854	16	13	A percentage of AUM, Performance Based, Other (% OF COMMITMENT OR CONTRIBUTED CAPITAL)
4	1415 W 22nd Street, Suite 1250 Oak Brook, IL, 60523	$590,904,000	15	10	A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
5	2215 York Road, Suite 420, Oak Brook, IL, 60523	$430,100,000	6	9	A percentage of AUM, Performance Based
6	1415 W. 22nd Street, Tower Floor Oak Brook, IL, 60523	$302,042,079	505	3	A percentage of AUM, Fixed fees
7	1010 Jorie Blvd, Suite 144 Oak Brook, IL, 60523	$213,741,113	943	4	A percentage of AUM, Hourly charges, Fixed fees
8	1010 Jorie Blvd., Suite 144 Oak Brook, IL, 60523	$17,436,780	73	2	A percentage of AUM, Performance Based
9	2215 York Road, Suite 206 Oak Brook, IL, 60523	$0	0	3	A percentage of AUM, Fixed fees, Other (POOLED EMPLOYER PLAN CLIENTS-ASSET BASED FEES)

Information on Top Retirement Planning firms in Oak Brook, Illinois

JVM CAPITAL L.L.C.

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QualificationsFirm CRD# 170207

Assets Under Management $1,473,526,500

No. Of Clients7

Clients Per Financial Advisor1

JVM CAPITAL L.L.C. is a financial advisory firm situated in Oak Brook, Illinois. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Commission Based
Performance Based
Other (TRANSACT
ADMIN
GUARANTY
FINANCING
AM
PROPERTY/CONSTRUCT FEE)

Financial Planning Services

Portfolio management for pooled investment vehicles

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CHICAGO OAKBROOK FINANCIAL GROUP

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QualificationsFirm CRD# 333344

Assets Under Management $907,280,235

No. Of Clients1116

Clients Per Financial Advisor62

CHICAGO OAKBROOK FINANCIAL GROUP is a financial advisory firm situated in Oak Brook, Illinois. With a nearly $907M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1116 clients. The team consists of 18 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
Pesnsion consulting services
Selection for other advisors

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HUIZENGA CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 156524

Assets Under Management $774,834,854

No. Of Clients16

Clients Per Financial Advisor1

HUIZENGA CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Oak Brook, Illinois. With a nearly $775M assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 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
Performance Based
Other (% OF COMMITMENT OR CONTRIBUTED CAPITAL)

Financial Planning Services

Portfolio management for pooled investment vehicles

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ROCK ISLAND CAPITAL

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QualificationsFirm CRD# 161623

Assets Under Management $590,904,000

No. Of Clients15

Clients Per Financial Advisor2

ROCK ISLAND CAPITAL is a financial advisory firm situated in Oak Brook, Illinois. With a nearly $591M assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based
Other (SEE SCHEDULE D - MISCELLANEOUS)

Financial Planning Services

Portfolio management for pooled investment vehicles
Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)

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NORTH BRANCH CAPITAL MANAGEMENT, L.P.

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QualificationsFirm CRD# 307344

Assets Under Management $430,100,000

No. Of Clients6

Clients Per Financial Advisor1

NORTH BRANCH CAPITAL MANAGEMENT, L.P. is a financial advisory firm situated in Oak Brook, Illinois. With a nearly $430M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 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
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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WATERSHED PRIVATE WEALTH LLC

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QualificationsFirm CRD# 316408

Assets Under Management $302,042,079

No. Of Clients505

Clients Per Financial Advisor168

WATERSHED PRIVATE WEALTH LLC is a financial advisory firm situated in Oak Brook, Illinois. With a nearly $302M assets under management, the firm specializes in crafting personalized retirement planning solutions for 505 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

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STONEBRIDGE WEALTH MANAGEMENT LLC

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QualificationsFirm CRD# 285693

Assets Under Management $213,741,113

No. Of Clients943

Clients Per Financial Advisor236

STONEBRIDGE WEALTH MANAGEMENT LLC is a financial advisory firm situated in Oak Brook, Illinois. With a nearly $214M assets under management, the firm specializes in crafting personalized retirement planning solutions for 943 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 services
Portfolio management for individuals and/or small businesses

View Full Profile

TALL PINES CAPITAL, LLC

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QualificationsFirm CRD# 286089

Assets Under Management $17,436,780

No. Of Clients73

Clients Per Financial Advisor37

TALL PINES CAPITAL, LLC is a financial advisory firm situated in Oak Brook, Illinois. With a nearly $17M assets under management, the firm specializes in crafting personalized retirement planning solutions for 73 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
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses

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INVESTMENT CONSULTING SERVICES, LLC

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QualificationsFirm CRD# 122064

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

INVESTMENT CONSULTING SERVICES, LLC is a financial advisory firm situated in Oak Brook, Illinois. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 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
Fixed fees
Other (POOLED EMPLOYER PLAN CLIENTS-ASSET BASED FEES)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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

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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