Find a Financial Advisor in Glen Carbon, IL

 

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

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We Only Work With The Best Glen Carbon 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 Glen Carbon, IL


  • Financial Advisor Close to Glen Carbon, 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 Glen Carbon, 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 Glen Carbon, IL

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

  • Population: 12,569
  • % of Population 62 Years and Over: 23.7%
  • Average Home Value: $232,100
  • Average Monthly Housing Cost: $1,238
  • Average Household Income: $110,821
  • 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 Glen Carbon, IL

 

CARSONALLARIA WEALTH MANAGEMENT, LTD.

Website

(618) 288-9505

2246 S. State Route 157
Suite 225
Glen Carbon, IL 62034

SEC#: 801-112867
Years in Business: 3 years

WEALTH MANAGEMENT LLC

Website

(618) 288-8989

1 Country Club Executive Park

Glen Carbon, IL 62034

SEC#: 801-65977
Years in Business: 15 years

 


Glen Carbon, IL Financial Advisor FAQs

It all depends how much experience you have with investing, your risk tolerance, and the complexity of your financial life.
Ask yourself what your short term, medium term, and long-term goals are. Do an internet search for top ranked advisors in the geographical area where you live and see what each person's credentials are. Interview potential advisors face to face if possible before selecting one to trust with your finances. Be wary of anyone that isn't willing to tell you what type of education they've received.
A financial advisor may vary in cost based on the services they offer as well as their location. Some financial advisors, such as those at a bank, typically charge a fee for each client they service rather than take a percentage of an individual's portfolio.
A financial advisor may be compensated in a variety of ways - not just by selling products. The most common method is an annual fee (called a commission or commission splitting), which may range from 1-5% of the money that they manage, up to our about $25,000 per year.