Find a Financial Advisor in Aurora, IL

 

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We did the hard work of finding trustworthy partners in Aurora, IL.

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We Only Work With The Best Aurora Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Aurora, IL


  • Financial Advisor Close to Aurora, IL

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Aurora, IL


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Aurora, IL

We evaluated over 13,000 RIA firms to bring you the best of the best Aurora financial advisors.
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How Retirement-Friendly is Aurora, IL?

  • Population: 199,927
  • % of Population 62 Years and Over: 11.3%
  • Average Home Value: $189,900
  • Average Monthly Housing Cost: $1,334
  • Average Household Income: $94,667
  • Illinois Total Tax Burden: 9.52% (9th Highest in U.S.)
  • Illinois Property Tax: 4.00% (8th Highest in U.S.)
  • Illinois Individual Income Tax: 2.11% (19th Lowest in U.S.)
  • Illinois Sales and Excise Tax: 3.41% (24th Highest in U.S.)



The Top Financial Advisor Firms in Aurora, IL

 

CLEAR PERSPECTIVE ADVISORS, LLC

Website

(630) 780-1701

201 N. Constitution Dr.
Suite 2
Aurora, IL 60506

SEC#: 801-72318
Years in Business: 10 years

REZNY WEALTH MANAGEMENT, INC.

Website

(630) 527-1897

75 Executive Drive
Suite 325
Aurora, IL 60504

SEC#: 801-79468
Years in Business: 7 years

RIVER STREET ADVISORS, LLC

Website

(630) 844-5730

37 S. River Street

Aurora, IL 60506

SEC#: 801-119750
Years in Business: 1 years

GARRETT INVESTMENT ADVISORS, LLC

Website

(630) 277-8385

#326, 2112 W. Galena Blvd
Suite 8
Aurora, IL 60506

SEC#: 801-72913
Years in Business: 10 years

GARRETT INVESTMENT ADVISORS, LLC

Website

(630) 277-8385

#326, 2112 W. Galena Blvd
Suite 8
Aurora, IL 60506

SEC#: 801-72913
Years in Business: 10 years

GARRETT INVESTMENT ADVISORS, LLC

Website

(630) 277-8385

#326, 2112 W. Galena Blvd
Suite 8
Aurora, IL 60506

SEC#: 801-72913
Years in Business: 10 years

GARRETT INVESTMENT ADVISORS, LLC

Website

(630) 277-8385

#326, 2112 W. Galena Blvd
Suite 8
Aurora, IL 60506

SEC#: 801-72913
Years in Business: 10 years

 


Aurora, IL Financial Advisor FAQs

The fees are small in the beginning when you are building up your portfolio, but can grow to thousands of dollars annually.
Financial Advisors are financial professionals who have mastered the theory, skills and knowledge needed to help clients with financial decisions relative to their unique situation. They work one-on-one with clients in many cases, but they also interact often with teams of other advisors on more complex or multi-million dollar transactions that require this type of specialist expertise.
Since the financial industry is more of a person-to-person service than any other industry, it's important to know what type of advisor you're working with. For example, if you had taxes and insurance questions as well as investment questions, you might ask your advisor if he or she can help with those areas as well. That way there won't be a lot of back and forth for those tasks.
It depends. Some people need financial advisors to help them make decisions about what is best for their goals and others don't. If you are the type of person who feels that they would benefit from seeking the advice of a qualified advisor then then I would recommend that you conduct an extensive search for someone who has expertise in your area of concern, ask questions during your initial meeting with him or her, and raise any concerns you have after getting more information about what they do for their clients.