Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Retirement Planners > illinois > schaumburg

Compare 2-3 financial advisors near you
matched to your specific needs

Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Illinois, Schaumburg

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.

I want to start planning.
HELP ME FIND MY PLANNER

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

View Full Profile

WORLD EQUITY GROUP, INC.

Find an Advisor

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

View Full Profile

CL WEALTH MANAGEMENT LLC

Find an Advisor

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

View Full Profile

MONERE WEALTH MANAGEMENT, INC.

Find an Advisor

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

View Full Profile

FORTIS PORTFOLIO SOLUTIONS, LLC

Find an Advisor

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

Find an Advisor

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

Find an Advisor

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

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?

Get Matched With Planners

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.