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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 - May 16, 2025

Schaumburg has 12 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

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:

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

Find An Advisor

VERIFIED

Mark LaSpisa
CFP^®, CRPS^®, AIF^®
Vermillion Financial Advisors

Qualifications
CRD# 1600709
Firm CRD# 119239

Minimum Assets Required
$1,000,000

Address

16 Executive Court,Suite 3,
Barrington, IL 60010 See Details

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

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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

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

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

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

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

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

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

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

N16W23217 Stone Ridge Drive,
Suite 100,
Waukesha, WI 53188 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

BKM Wealth Management
CPA, CFP^®, CIMA^®, CDFA^®

Qualifications
CRD# 4725677
Firm CRD# 323928
Series 7, 31, 66

Minimum Assets Required
$250,000

Address

20300 Water Tower Blvd,
Suite 250,
Brookfield, WI 53045 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

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

CETERA INVESTMENT ADVISERS LLC

Find an Advisor

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

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WORLD EQUITY GROUP, INC.

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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

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CL WEALTH MANAGEMENT LLC

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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

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MONERE WEALTH MANAGEMENT, INC.

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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

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FORTIS PORTFOLIO SOLUTIONS, LLC

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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

View Full Profile

LIFEPOINT PLANNING

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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

View Full Profile

KRD WEALTH MANAGEMENT, LLC

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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

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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