Find a Financial Advisor in Hoffman Estates, IL

 

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

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We Only Work With The Best Hoffman Estates 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 Hoffman Estates, IL


  • Financial Advisor Close to Hoffman Estates, 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 Hoffman Estates, 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 Hoffman Estates, IL

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

  • Population: 50,841
  • % of Population 62 Years and Over: 16.4%
  • Average Home Value: $285,600
  • Average Monthly Housing Cost: $1,553
  • Average Household Income: $109,634
  • 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 Hoffman Estates, IL

 

CLEARWATER CAPITAL PARTNERS

Website

(847) 841-8650

2800 West Higgins Road
Suite 1025
Hoffman Estates, IL 60169

SEC#: 801-70905
Years in Business: 12 years

WEALTHCARE CAPITAL MANAGEMENT LLC

Website

(847) 971-5603

2500 W Higgins Road
Suite 1273
Hoffman Estates, IL 60169

SEC#: 801-60183
Years in Business: 20 years

ROYAL FUND MANAGEMENT, LLC

Website

(847) 370-8198

2815 Forbs Ave
Suite 107
Hoffman Estates, IL 60192

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(847) 370-8198

2815 Forbs Ave
Suite 107
Hoffman Estates, IL 60192

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(847) 370-8198

2815 Forbs Ave
Suite 107
Hoffman Estates, IL 60192

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(847) 370-8198

2815 Forbs Ave
Suite 107
Hoffman Estates, IL 60192

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(847) 370-8198

2815 Forbs Ave
Suite 107
Hoffman Estates, IL 60192

SEC#: 801-77918
Years in Business: 8 years

CORECAP ADVISORS, LLC

Website

(847) 558-9979

5407 Trillium Blvd
Suite 260
Hoffman Estates, IL 60192

SEC#: 801-72687
Years in Business: 10 years

WINTRUST INVESTMENTS, LLC

Website

(847) 884-0500

2200 W. Higgins Road

Hoffman Estates, IL 60169

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

 


Hoffman Estates, IL Financial Advisor FAQs

Depending on who you consult, the cost of a financial advisor typically ranges from $250–350 per hour, with higher end advisors charging more and many offering packages for hourly rate plus a flat fee. Average fees in the US vary depending on account size (and range from $150 to $300 per hour).
A financial advisor can give you a new perspective on how to invest and plan for the future. It's good to know what you own, sell it if needed, and figure out what you need going forward.
If you're a first-time investor then it's important that the advisor is a fiduciary, has a minimum level of insurance underwritten, and is registered with the U.S. Securities and Exchange Commission (SEC) as an investment advisor representative.
You do not need a financial advisor if you are disciplined about investing, but most people would benefit from having one. A fiduciary is required to give you advice that benefits you the most, not themselves.