Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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Find The Best Financial Advisors in Schaumburg, Illinois

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Schaumburg is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Schaumburg & pick the one as per your needs

How To Find The Best Financial Advisors in Schaumburg, Illinois
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Schaumburg, Illinois, FinancialAdvisor.net is a useful resource. We've compiled a list of the 14 vetted financial advisors and 7 non-vetted financial advisors in Schaumburg, Illinois, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Schaumburg, Illinois have an average of 25 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Schaumburg, Illinois

Christopher Barberini

Lakeshore Capital Group

847-701-0400

Address

1811 Hicks Rd. Suite A,
Rolling Meadows, IL 60008 See Details

Mark LaSpisa

Vermillion Financial Advisors

847-382-9999

Address

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

Steve Harrison

Prudential

630-877-4534

Address

10275 W Higgins Road, Suite 200,
Rosemont, IL 60018 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Steven Block

BlockWall Strategies, Inc

847-317-8787

Address

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

Savant Wealth Management

847-541-6888

Address

Kate Baness

HighPoint Planning Partners

847-600-9626

Address

2655 Warrenville Road,
Suite 110,
Downers Grove, IL 60515 See Details

Mark Ackerman

Ackerman Wealth Management

331-264-1565

Address

1211 West 22nd Street,
Suite 209,
Oak Brook, IL 60523 See Details

Randy Dippell

Milestone Money

312-815-8335

Address

1165 N Clark St #700,
Chicago, IL 60610 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

18927 Hickory Creek Drive,
Suite 310,
Mokena, IL 60448 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

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

BKM Wealth Management

262-955-7150

Address

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

Top Financial Advisor Firms in Schaumburg, Illinois (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
CETERA INVESTMENT ADVISERS LLC 1450 American Lane, 6th Floor, Suite 650 Schaumburg, IL, 60173-2096	105644	$104,468,595,111	423554	A percentage of AUM, Hourly charges, Fixed fees
WORLD EQUITY GROUP, INC. 425 N Martingale Rd, Suite 1220 Schaumburg, IL, 60173	29087	$858,545,669	3103	A percentage of AUM, Hourly charges, Fixed fees
CL WEALTH MANAGEMENT LLC 425 N. Martingale Rd., Suite 1220 Schaumburg, IL, 60173	134922	$628,729,517	2073	A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD PARTY ADVISORY FEES)
MONERE WEALTH MANAGEMENT, INC. 20 N. Martingale Road, Suite 450 Schaumburg, IL, 60173	173076	$270,000,000	555	A percentage of AUM, Hourly charges, Fixed fees
FORTIS PORTFOLIO SOLUTIONS, LLC 1901 North Roselle Rd., Ste. 800, Schaumburg, IL, 60195	314886	$148,557,207	245	A percentage of AUM, Hourly charges, Other (MONTHLY SUBSCRIPTION FOR CUSTOMIZED PORTFOLIOS)
LIFEPOINT PLANNING 1821 Walden Office Square, Suite 400 Schaumburg, IL, 60173	296911	$118,882,866	357	A percentage of AUM, Hourly charges, Fixed fees
KRD WEALTH MANAGEMENT, LLC 1051 Perimeter Drive, 9th Floor Schaumburg, IL, 60173	317947	$98,532,392	292	A percentage of AUM, Hourly charges, Fixed fees

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Find The Best Financial Advisors in Schaumburg, Illinois

How To Find The Best Financial Advisors in Schaumburg, IllinoisLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Schaumburg, Illinois

Lakeshore Capital Group

Address

Vermillion Financial Advisors

Address

Prudential

Address

Address

BlockWall Strategies, Inc

Address

Address

HighPoint Planning Partners

Address

Ackerman Wealth Management

Address

Milestone Money

Address

Address

Address

Address

Top Financial Advisor Firms in Schaumburg, Illinois (Ranked by AUM)

Select other cities around Schaumburg, Illinois to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Schaumburg, Illinois
Last Updated - 13-Jun-2023

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