Find a Financial Advisor in McHenry County, IL

 

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

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We Only Work With The Best McHenry 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 McHenry County, IL


  • Financial Advisor Close to McHenry 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 McHenry 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 McHenry County, IL

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

  • Population: 307,714
  • % of Population 62 Years and Over: 17.6%
  • Average Home Value: $228,100
  • Average Monthly Housing Cost: $1,462
  • Average Household Income: $105,240
  • 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 McHenry County, IL

 

CORNERSTONE WEALTH MANAGEMENT, LLC

Website

(815) 344-8509

3507 W. Elm Street

Mchenry, IL 60050

SEC#: 801-76973
Years in Business: 9 years

WINTRUST INVESTMENTS, LLC

Website

(815) 479-1710

4049 West Algonquin Road

Algonquin, IL 60102

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

BMO HARRIS FINANCIAL ADVISORS, INC

Website

(847) 669-7252

12920 S Rte 47

Huntley, IL 60142

SEC#: 801-64847
Years in Business: 16 years

BMO HARRIS FINANCIAL ADVISORS, INC

Website

(815) 333-6140

225 West Jackson Street

Woodstock, IL 60098

SEC#: 801-64847
Years in Business: 16 years

 


McHenry County, IL Financial Advisor FAQs

The commission-only payment structure is the most basic way that financial advisors get paid. The idea is that a client pays a predetermined percentage of each trade for services rendered. In turn, the advisor's pay will be a chunk of those fees collected over time as the account grows and the trades are processed.
A professional financial advisor assists clients in their investing and gives holistic financial advice to help with things like cash flow and risk management, as well as preparing long-term plans.
Financial planning is an important part of one's overall well-being. An advisor can help you create a solid financial foundation by making sure your money goes towards secure investments and reasonable fees with simple investment strategies.
Consider a financial advisor who can demonstrate familiarity with your goals and values, empathy, and the ability to provide creative solutions to complex problems.