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Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Crystal Lake
has
8
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Crystal Lake,
Illinois
have an average of
25
years of experience.
NOTE: The list of vetted financial
advisors in
Crystal Lake,
Illinois
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Crystal Lake, Illinois.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Michael Stewart
CFP®, RFC® CRYSTAL LAKE TAX & FINANCIAL INC 451 Coventry Lane, Suite 102, Crystal Lake, IL 60014 |
21 Years | Not Specified | $50,000 | Fee-Based |
| 27 Years | Not Specified | $100,000 | Fee-Based | |
|
Mark S. La Spisa
CFP®, CRPS®, CFS, AIF® VERMILLION FINANCIAL ADVISORS 16 Executive Court,Suite 3, Barrington, IL 60010 |
32 Years | Not Specified | $1,000,000 | Fee-Based |
| 35 Years | $0 | Not Specified | Fee-Only | |
| 11 Years | $35,000,000 | $400,000 | Fee-Only | |
| Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based | |
|
Jacob Schatz
CFP®, RICP® INTENTGEN FINANCIAL PARTNERS 1460 Bond Street Suite 120, Naperville, IL 60563 |
15 Years | Not Specified | $0 | Fee-Based |
| 35 Years | $0 | Not Specified | Fee-Only |
Qualifications
CRD# 4243807
Firm CRD# 173272
Series 65
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
451 Coventry Lane,
Suite 102,
Crystal Lake,
IL
60014
Phone Number
815-526-3092
Michael Stewart has been in suburban Chicago for most of his 51 years. He has been in the financial planning industry for over 21 years. His past experience includes 8 years in the Private Client Group and Investment Management divisions of two of Chicago's largest banks, overseeing deposits in excess of $200,000,000 in McHenry County. In 2008, Michael founded his own firm to independently serve the tax planning and conservative financial planning needs of his clients in or nearing retirement. Michael strives on educate his clients on how to invest profitably and avoid loss by providing conservative options. He is dedicated to helping his clients reap the rewards of a well planned retirement. In addition, Michael is a well established author, speaker and consultant on economic matters. He lives in McHenry with his wife of 21 years and their 3 children.
At Crystal Lake Tax & Financial, we specialize in teaching clients how the world of income- generating investments and strategies can be used to help those in and nearing retirement to conservatively achieve their long-term financial goals and avoid common retirement planning mistakes. Protecting your principal from market losses and generating income and dividends will grow your money organically, or as we like to say "the old fashioned way." We rely on real world proven strategies rather than just hope like so many other brokers. Our number one mission is client education. We want to work with you to ensure that you make informed, educated decisions that will best suit your current needs and enable you to achieve your long term goals. We believe piece of mind comes from understanding your options and from working with your advisor to choose the options that work best for you and your family. Services offered; Financial Planning, Retirement Income Planning, Estate Planning, Income Tax Preparation and Investment Management.
Qualifications
CRD# 2783392
Firm CRD# 8032
Series 6, 7, 63, 66
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
5404 W Elm St,
Suite J,
McHenry,
IL
60050
Phone Number
815-534-9524
Brian manages $47 million in AUM as of December 2023. As a Financial Planner, I try to make a difference in the lives of my clients every day by being available to discuss their concerns, problems and successes. I enjoy discussing what life brings us, as well as the options I can share to help. To me, the journey is as much fun as the solution. I get to know my clients and make sure they are receiving the proper guidance for their personal situation. Over the years, I have weathered market volatility and regulatory shifts with resilience, providing steadfast guidance during turbulent economic periods. This experience has not only solidified my knowledge but also cultivated a sense of trust among my clients, many of whom have relied on my counsel for decades. My commitment to upholding the highest ethical standards is evident in every client interaction. I understand the profound responsibility of managing individuals' financial well-being, and I approach each engagement with the utmost professionalism and discretion. As a testament to my dedication, I maintain an active pursuit of industry certifications and stay at the forefront of technological advancements to enhance the quality of service I deliver. With 27 years of experience as my compass, I am excited about the opportunities to continue making a positive impact in the lives of those I serve, offering a steady hand in an ever-evolving financial landscape.
At Forward Wealth Group, we understand that each client is unique, and we tailor our solutions to address specific financial objectives and challenges. Our team of seasoned professionals brings a wealth of knowledge and a client-centric approach to every interaction. Whether you are an individual seeking personalized investment strategies, a business looking for efficient financial management solutions, or an institution requiring sophisticated financial services, we have the knowledge and resources to support your success. Embracing technological advancements from Nitrogen (formerly Riskalyze) to determine your risk score, we leverage cutting-edge tools and platforms to deliver efficient and effective financial solutions. Our commitment to innovation ensures that our clients have access to the latest financial technologies and market insights. Integrity, trust, and transparency are the cornerstones of our business. We believe in building long-lasting relationships based on mutual respect and open communication. Our commitment to ethical practices ensures that clients can rely on our services with confidence, knowing that their financial well-being is our top priority.
Advisory Services Provided:
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
Qualifications
CRD# 1600709
Firm CRD# 119239
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
16 Executive Court,Suite 3,
Barrington,
IL
60010
Phone Number
847-382-9999
In 1988, Mark co-founded Vermillion Financial Advisors, Inc. (VFA). His vision for VFA was to fill a niche providing individuals and business owners with true comprehensive financial planning to support objective investment advice, and business planning services. Currently, Mark specializes in assisting high net worth clients in excess of $1,000,000, who are over 50 years of age with Comprehensive Personal Financial Planning and investment advisory services. These services include designing solutions for providing financial security to last throughout retirement, to make sure clients are only paying their fair share of taxes, ensure family members are provided for should an incapacitation (or death) occur and selection of risk appropriate investments. In addition to his client's responsibilities, Mark wears many hats as the company's President and Managing Advisor. Mark is not only involved in the day-to-day direction of the marketing, financial consulting and operations functions of VFA, he also serves as an accomplished public speaker and conducts seminars on an array of financial topics ranging from investment portfolio design, successful retirement transition planning, wealth transfer, and tax reduction strategies. Mark is a member of, and has served on, many boards of directors and committees for various charitable organizations as well as organizations related to the future of the financial planning profession. Because of his background, expertise and position within the financial planning community, Mark has become a favorite resource of many media outlets. He has been involved, or featured, in numerous articles, radio broadcasts, television shows, and on-line websites. Some of the more recognized media outlets include CBS' "60 minutes", the Daily Herald, the Chicago Tribune's "Ask an Expert", the Chicago Sun Times, USA Today, Forbes, CNBC, Financial Planning Digest, Kiplinger's Personal Finance Magazine, and Bloomberg Wealth Manager, to mention just a few. (View all media recognition) Mark's experience in financial planning has earned him numerous awards and recognition within the financial planning profession. Over his career he has obtained many professional designations and licenses, including a number of FINRA Stockbroker and General Securities Principal licenses, an insurance license, Certified Financial Planner (CFP®), Accredited Investment Fiduciary (AIF®), and Chartered Retirement Plan Specialist (CRPS®). In 2009, with Mark's leadership, Vermillion Financial Advisors decided to change platforms and become a "fee for service" advisory firm, affording our clients a more extensive and less restrictive menu of financial planning services, a wider array of financial and investment products. Mark makes his home in Palatine with his wife Laura and four sons, John, Joseph, Christopher and Stephen. Mark's hobbies include running (having completed seven marathons), golf, cycling, hiking, and traveling to experience new places with his family.
Vermillion Financial Advisors has been providing investment management, personal financial planning, and business consulting services since 1988. We specialize in serving individuals over the age of 50, who wish to be proactive in addressing their personal finances. These individuals are often interested in planning for a secure retirement and confirming they have sufficient funds to last throughout retirement. They also want to engage the services of a professional to assist the family when a loved one passes or becomes incapacitated. Clients generally seek Vermillion Financial Adavisors' advice as the result of many common changes in life but most often as of a monetary windfall (e.g. an inheritance, sale of a family business, severance package or retirement buyout), an unexpected life event (e.g. death or change in health status of a loved one). Often it is simply because time is too limited for busy clients to properly address their financial planning needs or because personal finances have become too complex. Business owners often seek VFA advice to evaluate current employee benefits, strategic planning, or business succession.
Advisory Services Provided:
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
Qualifications
Firm CRD# 107271
Compensation/Fee Fee-Only, Based on Assets
Office Location
475 Half Day Road,
Lincolnshire,
IL
60069
Phone Number
847-541-6888
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
Advisory Services Provided:
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
Qualifications
CRD# 5969705
Firm CRD# 325609
Series 65
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
1811 Hicks Rd. Suite A,
Rolling Meadows,
IL
60008
Phone Number
847-701-0400
Chris Barberini, the Director of Wealth Management at Lakeshore Capital Group, has worked with clients for over a decade to tailor financial plans that not only help maximize their money now, but also in the future. Chris has made a commitment to his clients to be transparent and to have an open line of communication at all times as he works with them to build comprehensive financial strategies that are specific to their personal situations. Chris has knowledge in wealth management, specifically, investment consultation, equity compensation, retirement planning, tax planning and mitigation, asset allocation and placement, risk management, wealth transfer to heirs, as well as social security*. He acts in the best interest of his clients, upholding the fiduciary standard. Chris currently carries a Series 65 registration as well as a life and health insurance license. Chris is a lifelong resident of suburban Chicago. When not working with clients, you can find him spending time with his family -- wife Kelly, daughter Clara, son Geo, and dog Stanley. He also enjoys time spent with friends, whether it be golfing, cooking or watching one of his favorite Chicago sports teams.
We serve as a CFO to families that want to minimize taxes, optimize investments, & plan for their loved ones. We are built with the intent to be there every step of the way. We're Lakeshore Capital Group. A group of experienced, team-oriented financial professionals invested in aligning your financial picture with your needs and your goals - not the market. By working together, we've made it our mission to ensure every facet of your finances is working in tandem to move you forward in the right direction.
Advisory Services Provided:
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
Qualifications
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
2610 Lake Cook Road Suite 250,
Riverwoods,
IL
60015
Phone Number
888-242-6766
Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 5522486
Firm CRD# 304569
Series 7, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
1460 Bond Street Suite 120,
Naperville,
IL
60563
Phone Number
630-821-6990
As the financial world evolves and changes, Jacob feels called to continually improve and expand his skillset so he can create better experiences for clients and provide them with the exemplary service they deserve. His career with IntentGen Financial Partners has helped him follow through on this calling by giving him the opportunity to make a significant impact in the lives of clients. By closely collaborating with them to build their financial plan, Jacob is able to help clients intentionally protect, spend and give their money in purposeful ways. Jacob currently resides in Collierville, TN. He's extended his commute by a few hours and balances working remotely with trips back to the Naperville office. In his spare time, Jacob enjoys exercising, golfing and spending time outdoors with his family and their dogs. "I believe our team can make a significant impact for our clients through a collaborative partnership that helps them intentionally protect, spend and give their money." - Jacob Schatz
No matter your financial path, our team of advisors can provide the support and care that will help you achieve your goals. We know that every client who walks through our doors has a unique and complex set of needs. Our advisors and support staff work collectively in order to provide personalized and comprehensive solutions for all of life's most pressing financial challenges. Each member of our team has diverse skills and specializations, and everyone brings something unique to the table. As a result, there's no problem too big or too small for us to handle together. Our process is designed to help you articulate your priorities and attach purpose to your resources. From there, we'll work together to strategize for the future and maximize your ability to grow. As an independent practice and a member of the Thrivent Advisor Network, we retain the best that Thrivent offers, but can now go even further to serve you and your community.
Advisory Services Provided:
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
Qualifications
Firm CRD# 107271
Compensation/Fee Fee-Only, Based on Assets
Office Location
4040 N. Lincoln Ave,
Chicago,
IL
60618
Phone Number
773-697-9528
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
Advisory Services Provided:
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
Financial advisors in Illinois may offer a range of services, including investment management, retirement planning, tax planning, estate planning, and insurance. Some advisors may specialize in one area, while others may offer multiple financial services. By clicking on the "View full profile" button of any vetted financial advisor in our directory, you can access detailed information about their services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to confirm what specific services are offered by an advisor.
When choosing a financial advisor in Illinois, it's important to consider an advisor's qualifications, experience, and method of compensation. Additionally, it's important to consider their investment philosophy, approach to financial management, and whether a financial advisor is bound to act in your best interests. To ensure you are making an informed decision and choosing the right financial advisor to manage your finances, we recommend our guide on the 5 Things to Consider When Hiring a Financial Advisor.
A financial advisor in Illinois can help you prepare for your child's college expenses by analyzing your current financial situation, setting college savings goals, and recommending investment strategies to help you achieve those goals. They can also provide guidance on college savings vehicles, such as 529 plans, and help you navigate financial aid options when it is time for your child to go to college. To learn more about effective ways to save for college, read on about the best approaches to plan for a college education.
To find a reputable financial advisor in Illinois, you have several options. You can conduct thorough research and perform a background check using regulatory bodies like FINRA BrokerCheck and the SEC, as they uphold strict ethical standards. Additionally, check online reviews, seek referrals from trusted individuals, and verify the advisor's credentials and track record. For a streamlined approach, we suggest using the free financial advisor match tool to find and compare vetted advisors tailored to your specific needs.
To find a trustworthy financial advisor in Illinois who can assist with your retirement planning, it is recommended to thoroughly assess each advisor's experience, credentials, and track record of working with clients for their retirement. Taking the time to evaluate these factors will help you find a trustworthy advisor who can provide the guidance you need for a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.
During your first meeting with a financial advisor in Illinois, you can expect to discuss your financial goals and concerns, as well as your current financial situation. The planner may ask questions about your income, expenses, assets, and liabilities, as well as your risk tolerance and investment preferences. Based on this information, the planner can develop a personalized plan to help you in achieving your financial goals. For more information on how to prepare for your first meeting, refer to this guide on how to prepare for a meeting with your financial advisor.
