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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 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 Schaumburg, Illinois
Last Updated - April 18, 2024Schaumburg has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 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
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
VERIFIEDMark S. La Spisa
CFP®, CRPS®, CFS, 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
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
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
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
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
VERIFIEDBrian Luedke
BFA, RICP®, ChFC®
Forward Wealth Group
Qualifications
CRD# 2783392
Firm CRD# 8032
Series 6, 7, 63, 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, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
Since 1998
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Top 6 Retirement Planning firms in Schaumburg, Illinois (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CETERA INVESTMENT ADVISERS LLC 1450 American Lane, 6th Floor, Suite 650 Schaumburg, IL, 60173-2096 | $33,356,369,941 | 176986 | 3094 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | WORLD EQUITY GROUP, INC. 425 N Martingale Rd, Suite 1220 Schaumburg, IL, 60173 | $1,007,567,933 | 4884 | 152 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | CL WEALTH MANAGEMENT LLC 425 N. Martingale Rd., Suite 1220 Schaumburg, IL, 60173 | $474,892,271 | 1999 | 46 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (THIRD PARTY ADVISORY FEES) |
| 4 | FORTIS PORTFOLIO SOLUTIONS, LLC 1901 North Roselle Rd., Ste. 800, Schaumburg, IL, 60195 | $141,552,756 | 1101 | 2 | A Percentage of AUM, Hourly charges, Other (MONTHLY SUBSCRIPTION FOR CUSTOMIZED PORTFOLIOS) |
| 5 | MONERE WEALTH MANAGEMENT, INC. 20 N. Martingale Road, Suite 450 Schaumburg, IL, 60173 | $122,000,000 | 300 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | KRD WEALTH MANAGEMENT, LLC 1051 Perimeter Drive, 9th Floor Schaumburg, IL, 60173 | $93,715,345 | 106 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR FEES) |
Information on Top Retirement Planning firms in Schaumburg, Illinois
QualificationsFirm CRD# 105644
Assets Under Management $33,356,369,941
No. Of Clients176986
Clients Per Financial Advisor57
CETERA INVESTMENT ADVISERS LLC is a financial advisory firm situated in Schaumburg, Illinois. With a nearly $33B assets under management, the firm specializes in crafting personalized retirement planning solutions for 176986 clients. The team consists of 3094 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
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 29087
Assets Under Management $1,007,567,933
No. Of Clients4884
Clients Per Financial Advisor32
WORLD EQUITY GROUP, INC. is a financial advisory firm situated in Schaumburg, Illinois. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4884 clients. The team consists of 152 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
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 134922
Assets Under Management $474,892,271
No. Of Clients1999
Clients Per Financial Advisor43
CL WEALTH MANAGEMENT LLC is a financial advisory firm situated in Schaumburg, Illinois. With a nearly $475M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1999 clients. The team consists of 46 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 314886
Assets Under Management $141,552,756
No. Of Clients1101
Clients Per Financial Advisor551
FORTIS PORTFOLIO SOLUTIONS, LLC is a financial advisory firm situated in Schaumburg, Illinois. With a nearly $142M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1101 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
- Other (MONTHLY SUBSCRIPTION FOR CUSTOMIZED PORTFOLIOS)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 173076
Assets Under Management $122,000,000
No. Of Clients300
Clients Per Financial Advisor25
MONERE WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Schaumburg, Illinois. With a nearly $122M assets under management, the firm specializes in crafting personalized retirement planning solutions for 300 clients. The team consists of 12 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
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 317947
Assets Under Management $93,715,345
No. Of Clients106
Clients Per Financial Advisor27
KRD WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Schaumburg, Illinois. With a nearly $94M assets under management, the firm specializes in crafting personalized retirement planning solutions for 106 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
- Other (SOLICITOR FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
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Looking for more choices? Use our free match service to compare retirement planners serving your area.