Find a Financial Advisor in DeKalb County, IL

 

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

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We Only Work With The Best DeKalb County 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 DeKalb County, IL


  • Financial Advisor Close to DeKalb County, 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 DeKalb County, 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 DeKalb County, IL

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

  • Population: 104,366
  • % of Population 62 Years and Over: 15.1%
  • Average Home Value: $177,400
  • Average Monthly Housing Cost: $1,078
  • Average Household Income: $77,444
  • 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 DeKalb County, IL

 

WALSH & ASSOCIATES, LLC

Website

(815) 748-2130

444 E. Hillcrest Drive
Suite 230
Dekalb, IL 60115

SEC#: 801-77605
Years in Business: 8 years

 


DeKalb County, IL Financial Advisor FAQs

Financial advisors can get paid in a number of different ways. If they are commission-based, their pay comes from the commissions they earn when they sell you an investment. The fee-only advisor will instead charge according to an agreed upon rate (hourly or by project) for his or her services.
An advisor will help you identify your long-term goals, work through your budget issues, allocate funds appropriately, manage risk properly so your investments are able to grow over time while still being protected against market volatility.
You need a financial advisor in order to be able to make sound decisions about what you should be investing in and how much to invest and where. A financial advisor can also provide personalized guidance for your particular income and spending needs.
The first question or task to ask yourself is whether this person is trustworthy. You want someone who is honest, diligent, loyal, financially literate, knowledgeable about investment vehicles, and someone who has integrity.