Find a Financial Advisor in Palatine, IL

 

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

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We Only Work With The Best Palatine 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 Palatine, IL


  • Financial Advisor Close to Palatine, 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 Palatine, 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 Palatine, IL

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

  • Population: 68,407
  • % of Population 62 Years and Over: 17%
  • Average Home Value: $287,200
  • Average Monthly Housing Cost: $1,365
  • Average Household Income: $109,952
  • 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 Palatine, IL

 

DETTERBECK WEALTH MANAGEMENT

Website

(847) 934-6262

110 N. Brockway
Suite 330
Palatine, IL 60067

SEC#: 801-110527
Years in Business: 4 years

MERCER GLOBAL ADVISORS INC.

Website

(847) 303-1220

4801 Emerson Avenue
Suite 106
Palatine, IL 60067

SEC#: 801-69271
Years in Business: 13 years

CWM, LLC

Website

(847) 934-7777

220 N Smith St # 220,

Palatine, IL 60067

SEC#: 801-72037
Years in Business: 11 years

CWM, LLC

Website

(847) 934-7777

220 N Smith St # 220,

Palatine, IL 60067

SEC#: 801-72037
Years in Business: 11 years

AUSDAL FINANCIAL PARTNERS, INC.

Website

(847) 529-2348

334 E. Colfax Street Unit A
Second Floor
Palatine, IL 60067

SEC#: 801-69266
Years in Business: 13 years

MERCER GLOBAL ADVISORS INC.

Website

(847) 303-1220

4801 Emerson Avenue
Suite 106
Palatine, IL 60067

SEC#: 801-69271
Years in Business: 13 years

WIPFLI FINANCIAL ADVISORS, LLC

Website

(847) 358-1170

625 N. North Court
Suite 200
Palatine, IL 60067

SEC#: 801-56865
Years in Business: 22 years

AUSDAL FINANCIAL PARTNERS, INC.

Website

(847) 529-2348

334 E. Colfax Street Unit A
Second Floor
Palatine, IL 60067

SEC#: 801-69266
Years in Business: 13 years

MERCER GLOBAL ADVISORS INC.

Website

(847) 303-1220

4801 Emerson Avenue
Suite 106
Palatine, IL 60067

SEC#: 801-69271
Years in Business: 13 years

 


Palatine, IL Financial Advisor FAQs

It's true that not everyone needs a financial advisor, but many people do. If you are unsure about what to invest in or how to manage common tasks like buying life insurance policies or annuities, then an advisor could be invaluable.
As a financial advisor, I work closely with clients to help them reach their personal and financial goals. This includes understanding each client's situation and determining the best plan of action for progressing their investments. The goal is to look at where they want to be in five years and help create a strategy that will get them there without taking unnecessary risks along the way.
Financial advisors charge a fee for their services and split their fee with the broker-dealer where they work. Financial advisors vary in price according to many factors, such as length of time as an advisor, net worth of clients, and whether or not they offer investment advice.
Beware of anyone who promises unrealistic rates of return or who will only do business with you if you sign up for their company's investment products. We recommend that all consumers rely on trusted reviews and referrals before choosing an advisor.