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Find 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 Best Financial Advisors & Planners in Schaumburg?

Looking for a qualified financial advisor in Schaumburg? We can help you by narrowing down your options & listing the best financial advisors in Schaumburg as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Schaumburg near you with the list of certified and vetted Schaumburg financial advisors.

List of Qualified Financial Advisors in Schaumburg, Illinois

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Timothy Creath

Creath Financial Services

903 Sienna Drive

Schaumburg, IL 60193

224-353-3328

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Mark S. La Spisa

Vermillion Financial Advisors

16 Executive Court,Suite 3

Barrington, IL 60010

847-382-9999

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John Wedell

Robert W Baird

2205 Point Boulevard, #150

Elgin, IL 60123

847-551-8184

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Paul Raab

Edelman Financial Engines, LLC

3100 Sanders Road
Suite 125

Northbrook, IL 60062

224-521-5230

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Rob Kirvan

Advanced Planning Advisors

2135 City Gate Lane
Suite 300

Naperville, IL 60563

630-780-1099

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Kyle Nolan

Edelman Financial Engines, LLC

1515 W. 22nd Street Suite 850W

Oak Brook, IL 60523

630-756-5260

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David Steger

The AdvisoryOne Group

200 West Adams Street Suite 2450

Chicago, IL 60606

312-819-2403

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Jim Hagedorn

Chicago Partners

1 N. Wacker Dr.

Chicago, IL 60606

312-375-3282

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Personal Capital

Personal Capital

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Chicago, IL 60601

650-556-1310

Top Financial Advisor Firms in 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 600 Schaumburg, IL 60173-2096
105644 $35,761,561,074 169758 A percentage of AUM
Hourly charges
Fixed fees
MONERE WEALTH MANAGEMENT, INC.
20 N. Martingale Road, Suite 450 Schaumburg, IL 60173
173076 $484,000,000 293 A percentage of AUM
Hourly charges
Fixed fees
FORTIS PORTFOLIO SOLUTIONS, LLC
1901 North Roselle Rd., Ste. 800, Schaumburg, IL 60195
314886 $213,858,580 1101 A percentage of AUM
Hourly charges
Other (MONTHLY SUBSCRIPTION FOR CUSTOMIZED PORTFOLIOS)
KRD WEALTH MANAGEMENT, LLC
1051 Perimeter Drive, 9th Floor Schaumburg, IL 60173
317947 $127,708,137 324 A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITOR FEES)

Additional Financial Advisors in Illinois

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Alan R Lew
Inquire with Alan
111 E Schaumburg Rd, Schaumburg, IL 60194 847-584-0100
Thomas J Manzardo
Inquire with Thomas
111 E Schaumburg Rd, Schaumburg, IL 60194 847-584-0111
Matthew Tomich
Inquire with Matthew
1375 E Woodfield Rd, Ste 750 Schaumburg, IL 60173 847-641-5029
Steven J Adams
Inquire with Steven
1900 E Golf Rd, Ste 1255 Schaumburg, IL 60173 847-518-1555
Thomasco & Associates
Inquire with Thomasco
1375 E Woodfield Rd, Ste 750 Schaumburg, IL 60173 847-619-9750
Justin Parker
Inquire with Justin
931 N Plum Grove Rd, Schaumburg, IL 60173 847-605-0605
Heather Helmers
Inquire with Heather
1901 N Roselle Rd, Ste 650 Schaumburg, IL 60195 847-592-5300
Ryan Andrews
Inquire with Ryan
111 E Schaumburg Rd, Schaumburg, IL 60194 847-584-0111
Gerald V Winbush
Inquire with Gerald
1375 E Woodfield Rd, Ste 750 Schaumburg, IL 60173 312-807-1050
Piekarski, Van Winkle & Associates
Inquire with Piekarski,
1375 E Woodfield Rd, Ste 750 Schaumburg, IL 60173 847-619-1111

Frequently Asked Questions

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 I 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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