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Find Retirement Advisors for Retirement Planning in Villa Park, 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 Villa Park, Illinois

Last Updated - May 6, 2025

Villa Park 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 Villa Park, Illinois have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in Villa Park, 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

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

Steven Block
LUTCF^®, RICP^®, CLU^®, ChFC^®
BlockWall Strategies, Inc

Qualifications
CRD# 1322835
Firm CRD# 110826
Series 6, 7, 63

Minimum Assets Required
$100,000

Address

1650 Lake Cook Rd Suite 500,
Deerfield, IL 60015 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Hourly, Commissions, 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

Top 9 Retirement Planning firms in Villa Park, Illinois (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	One Parkview Plaza, Suite 620 Oakbrook Terrace, IL, 60181	$21,292,246,925	1069	23	A percentage of AUM, Fixed fees
2	18w140 Butterfield Road, 16th Floor Oakbrook Terrace, IL, 60181	$817,312,069	3703	13	A percentage of AUM, Hourly charges
3	18w140 Butterfield Road, Suite 1160, Oakbrook Terrace, IL, 60181	$364,442,106	1146	13	A percentage of AUM, Hourly charges
4	1 Transam Plaza Drive, Suite 230 Oakbrook Terrace, IL, 60181-4285	$281,661,252	2862	28	A percentage of AUM, Hourly charges, Fixed fees
5	18w140 Butterfield Rd, Suite 1110 Oakbrook Terrace, IL, 60181	$272,300,000	63	5	A percentage of AUM, Performance Based
6	18w140 Butterfield Road, Suite 1110, Oakbrook Terrace, IL, 60181	$235,800,000	64	5	A percentage of AUM, Fixed fees
7	One Lincoln Centre, 18w140 Butterfield Road, Suite 1110 Oakbrook Terrace, IL, 60181	$221,000,000	143	4	A percentage of AUM, Fixed fees
8	1 Mid America Plaza, Floor 3 Oakbrook Terrace, IL, 60181	$205,143,765	398	4	A percentage of AUM, Fixed fees
9	One Parkview Plaza, Suite 117 Oakbrook Terrace, IL, 60181	$126,822,394	213	5	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Villa Park, Illinois

CAP STRAT

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QualificationsFirm CRD# 150091

Assets Under Management $21,292,246,925

No. Of Clients1069

Clients Per Financial Advisor46

CAP STRAT is a financial advisory firm situated in Oakbrook Terrace, Illinois. With a nearly $21B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1069 clients. The team consists of 23 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
Pesnsion consulting services
Selection for other advisors

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GOLDSTONE FINANCIAL GROUP, LLC

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QualificationsFirm CRD# 222520

Assets Under Management $817,312,069

No. Of Clients3703

Clients Per Financial Advisor285

GOLDSTONE FINANCIAL GROUP, LLC is a financial advisory firm situated in Oakbrook Terrace, Illinois. With a nearly $817M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3703 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

Financial Planning Services

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

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SAGE PRIVATE WEALTH GROUP, LLC

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QualificationsFirm CRD# 173399

Assets Under Management $364,442,106

No. Of Clients1146

Clients Per Financial Advisor88

SAGE PRIVATE WEALTH GROUP, LLC is a financial advisory firm situated in Oakbrook Terrace, Illinois. With a nearly $364M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1146 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

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (FAMILY OFFICE SERVICES)

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HARVEST INVESTMENT SERVICES, LLC

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QualificationsFirm CRD# 159390

Assets Under Management $281,661,252

No. Of Clients2862

Clients Per Financial Advisor102

HARVEST INVESTMENT SERVICES, LLC is a financial advisory firm situated in Oakbrook Terrace, Illinois. With a nearly $282M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2862 clients. The team consists of 28 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 pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

View Full Profile

CYPRESS INVESTMENT MANAGEMENT, LLC

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QualificationsFirm CRD# 327810

Assets Under Management $272,300,000

No. Of Clients63

Clients Per Financial Advisor13

CYPRESS INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Oakbrook Terrace, Illinois. With a nearly $272M assets under management, the firm specializes in crafting personalized retirement planning solutions for 63 clients. The team consists of 5 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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CYPRESS WEALTH MANAGEMENT

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QualificationsFirm CRD# 324524

Assets Under Management $235,800,000

No. Of Clients64

Clients Per Financial Advisor13

CYPRESS WEALTH MANAGEMENT is a financial advisory firm situated in Oakbrook Terrace, Illinois. With a nearly $236M assets under management, the firm specializes in crafting personalized retirement planning solutions for 64 clients. The team consists of 5 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 pooled investment vehicles
Other (FAMILY OFFICE SERVICES)

View Full Profile

DILLOW WEALTH MANAGEMENT LLC

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QualificationsFirm CRD# 313192

Assets Under Management $221,000,000

No. Of Clients143

Clients Per Financial Advisor36

DILLOW WEALTH MANAGEMENT LLC is a financial advisory firm situated in Oakbrook Terrace, Illinois. With a nearly $221M assets under management, the firm specializes in crafting personalized retirement planning solutions for 143 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

View Full Profile

PANDORA WEALTH, INC.

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QualificationsFirm CRD# 331816

Assets Under Management $205,143,765

No. Of Clients398

Clients Per Financial Advisor100

PANDORA WEALTH, INC. is a financial advisory firm situated in Oakbrook Terrace, Illinois. With a nearly $205M assets under management, the firm specializes in crafting personalized retirement planning solutions for 398 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 services
Portfolio management for individuals and/or small businesses

View Full Profile

PARKVIEW ASSET MANAGEMENT, INC.

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QualificationsFirm CRD# 307977

Assets Under Management $126,822,394

No. Of Clients213

Clients Per Financial Advisor43

PARKVIEW ASSET MANAGEMENT, INC. is a financial advisory firm situated in Oakbrook Terrace, Illinois. With a nearly $127M assets under management, the firm specializes in crafting personalized retirement planning solutions for 213 clients. The team consists of 5 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

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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