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Find Retirement Advisors for Retirement Planning in Schaumburg, 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 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 Schaumburg, Illinois
Last Updated - April 25, 2025Schaumburg has 14 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Schaumburg, Illinois have an average of 25 years of experience.
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List of Qualified Retirement Planning Advisors in Schaumburg, Illinois
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
VERIFIEDMark LaSpisa
CFP®, CRPS®, AIF®
Vermillion Financial Advisors
Qualifications
CRD# 1600709
Firm CRD# 119239
Minimum Assets Required
$1,000,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth 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, Hourly, Flat Fee, Based on Assets
VERIFIEDSteve Harrison
Prudential
Qualifications
CRD# 6332769
Firm CRD# 8733
Series 7, 63, 66
Minimum Assets Required
$0
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDSteven Block
LUTCF®, RICP®, CLU®, ChFC®
BlockWall Strategies, Inc
Qualifications
CRD# 1322835
Firm CRD# 110826
Series 6, 7, 63
Minimum Assets Required
$100,000
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, Commissions, Flat Fee, Based on Assets
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
VERIFIEDKate Baness
HighPoint Planning Partners
Qualifications
CRD# 6879554
Firm CRD# 6413
Series 7, 24, 66
Minimum Assets Required
$100,000
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
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDMark Ackerman
Ackerman Wealth Management
Qualifications
CRD# 4286755
Firm CRD# 6413
Series 3, 7, 31, 66
Minimum Assets Required
$100,000
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-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDRandy Dippell
RMA® CRPC® AIF® CEPA®
Milestone Money
Qualifications
CRD# 4527425
Firm CRD# 319203
Series 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, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDBKM Wealth Management
CPA, CFP®, CIMA®, CDFA®
Qualifications
CRD# 4725677
Firm CRD# 323928
Series 7, 31, 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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
Since 1998
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Top 7 Retirement Planning firms in Schaumburg, Illinois (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 1450 American Lane, 6th Floor, Suite 650 Schaumburg, IL, 60173-2096 | $104,468,595,111 | 423554 | 6648 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 425 N Martingale Rd, Suite 1220 Schaumburg, IL, 60173 | $858,545,669 | 3103 | 190 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 425 N. Martingale Rd., Suite 1220 Schaumburg, IL, 60173 | $628,729,517 | 2073 | 42 | A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD PARTY ADVISORY FEES) |
| 4 | 20 N. Martingale Road, Suite 450 Schaumburg, IL, 60173 | $270,000,000 | 555 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 1901 North Roselle Rd., Ste. 800, Schaumburg, IL, 60195 | $148,557,207 | 245 | 5 | A percentage of AUM, Hourly charges, Other (MONTHLY SUBSCRIPTION FOR CUSTOMIZED PORTFOLIOS) |
| 6 | 1821 Walden Office Square, Suite 400 Schaumburg, IL, 60173 | $118,882,866 | 357 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 1051 Perimeter Drive, 9th Floor Schaumburg, IL, 60173 | $98,532,392 | 292 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Schaumburg, Illinois
QualificationsFirm CRD# 105644
Assets Under Management $104,468,595,111
No. Of Clients423554
Clients Per Financial Advisor64
CETERA INVESTMENT ADVISERS LLC is a financial advisory firm situated in Schaumburg, Illinois. With a nearly $104B assets under management, the firm specializes in crafting personalized retirement planning solutions for 423554 clients. The team consists of 6648 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
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 29087
Assets Under Management $858,545,669
No. Of Clients3103
Clients Per Financial Advisor16
WORLD EQUITY GROUP, INC. is a financial advisory firm situated in Schaumburg, Illinois. With a nearly $859M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3103 clients. The team consists of 190 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
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 134922
Assets Under Management $628,729,517
No. Of Clients2073
Clients Per Financial Advisor49
CL WEALTH MANAGEMENT LLC is a financial advisory firm situated in Schaumburg, Illinois. With a nearly $629M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2073 clients. The team consists of 42 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (THIRD PARTY ADVISORY FEES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 173076
Assets Under Management $270,000,000
No. Of Clients555
Clients Per Financial Advisor56
MONERE WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Schaumburg, Illinois. With a nearly $270M assets under management, the firm specializes in crafting personalized retirement planning solutions for 555 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
- 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
- Selection for other advisors
QualificationsFirm CRD# 314886
Assets Under Management $148,557,207
No. Of Clients245
Clients Per Financial Advisor49
FORTIS PORTFOLIO SOLUTIONS, LLC is a financial advisory firm situated in Schaumburg, Illinois. With a nearly $149M assets under management, the firm specializes in crafting personalized retirement planning solutions for 245 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
- Other (MONTHLY SUBSCRIPTION FOR CUSTOMIZED PORTFOLIOS)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 296911
Assets Under Management $118,882,866
No. Of Clients357
Clients Per Financial Advisor119
LIFEPOINT PLANNING is a financial advisory firm situated in Schaumburg, Illinois. With a nearly $119M assets under management, the firm specializes in crafting personalized retirement planning solutions for 357 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
- 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
QualificationsFirm CRD# 317947
Assets Under Management $98,532,392
No. Of Clients292
Clients Per Financial Advisor73
KRD WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Schaumburg, Illinois. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 292 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
- Selection for other advisors
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Looking for more choices? Use our free match service to compare retirement planners serving your area.