Frankfort, IL Financial Advisors and Resources



Financial Advisor Firms in Frankfort, IL


LATKO WEALTH MANAGEMENT, LTD.

Website

(815) 469-8887

45 East Colorado Avenue

Frankfort, IL 60423

SEC#: 801-113279
Years in Business: 3 years

PROVIDENCE WEALTH ADVISORS, LLC

Website

(815) 306-2020

20220 South Lagrange Road

Frankfort, IL 60423

SEC#: 801-71352
Years in Business: 11 years

FORUM FINANCIAL MANAGEMENT, LP

Website

(708) 629-7984

9645 Lincolnway Lane
Suite 214A
Frankfort, IL 60423

SEC#: 801-69970
Years in Business: 12 years

FORUM FINANCIAL MANAGEMENT, LP

Website

(708) 629-7984

9645 Lincolnway Lane
Suite 214A
Frankfort, IL 60423

SEC#: 801-69970
Years in Business: 12 years

LATKO WEALTH MANAGEMENT, LTD.

Website

(815) 469-8887

45 East Colorado

Frankfort, IL 60423

SEC#: 801-113279
Years in Business: 3 years

FORUM FINANCIAL MANAGEMENT, LP

Website

(708) 629-7984

9645 Lincolnway Lane
Suite 214A
Frankfort, IL 60423

SEC#: 801-69970
Years in Business: 12 years

FORUM FINANCIAL MANAGEMENT, LP

Website

(708) 629-7984

9645 Lincolnway Lane
Suite 214A
Frankfort, IL 60423

SEC#: 801-69970
Years in Business: 12 years

WINTRUST INVESTMENTS, LLC

Website

(815) 464-6888

20901 S. Lagrange Road

Frankfort, IL 60423

SEC#: 801-64233
Years in Business: 16 years

FOCUS FINANCIAL NETWORK, INC.

Website

(815) 534-5155

15 Oak Street
Suite 2D
Frankfort, IL 60423

SEC#: 801-71117
Years in Business: 11 years


How Retirement-Friendly is Frankfort, IL?

  • Population: 18,999
  • % of Population 62 Years and Over: 18.4%
  • Average Home Value: $395,600
  • Average Monthly Housing Cost: $2,315
  • Average Household Income: $158,838
  • 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.)


Frankfort, IL Financial Advisor FAQs

Ask for referrals, ask for a list of services they provide, and find out how much they charge.
This can depend on a number of factors such as desired service level, location, firm size and complexity. A typical range is from $150-$250 per hour ($3000-$5000 annually), but it's possible to find deals for as low as $50 or less per hour ($1200 or less annually).
In general, financial advisors advise clients using best practices in macroeconomics and industry trends. They provide advice about long-term investments and retirement planning as well as help with taxes and saving for college costs.
What experience do you have in navigating the complex world of financial planning? Bear in mind that gauging their experience is far more than just the length of time they’ve worked in the profession. Know about their type of experience.