Find a financial advisor in Bartlett, IL

Find financial advisors in Bartlett, IL

Find financial advisors in Bartlett, IL

Share a few details and we'll show you the best financial advisors in your area.
Zip code

Service type

Find financial advisors in Bartlett, IL

Share a few details and we'll show you the best financial advisors in your area.
Zip code

Service type

Top 10 financial advisors in Bartlett, IL

Clients agree: these Bartlett financial advisors are highly rated for knowledge, experience, communication, and more.
Alexa CPA Group

Alexa CPA Group

5.0(1)
Offers online services
1 hire on Thervo
19+ years in business
Serves Bartlett, IL
Alex T. says, "Everything is straight and on time. " Read more
Kenneth P. Rapoport CPA, Ltd.

Kenneth P. Rapoport CPA, Ltd.

5.0Exceptional(11)
Top Pro
Offers online services
7 hires on Thervo
33+ years in business
Serves Bartlett, IL
Susan I. says, "Years ago, Ken helped me with some difficulties with the IRS. He patiently worked his way through the issue and was able to reduce the amount owed and have the penalty waived. And Ken’s charge was very reasonable. Since then, my partner and I have over the last 8 years engaged Ken’s services for our annual taxes. Because of Ken’s extensive tax expertise, we always get a refund much larger than if we had used TurboTax, even allowing for his fee. Ken is also personable, attentive, and most importantly, honest. I highly recommend Ken!" Read more
IITS TAX SERVICE LLC

IITS TAX SERVICE LLC

5.0(2)
Offers online services
15+ years in business
Serves Bartlett, IL
Derek C. says, "I was very pleased with the customer service she's so polite and walk me through everything and put everything in her words to make me understand the situations what was going on five stars we'll see you again next year" Read more
Ricon Data Systems - Terence Connell CPA

Ricon Data Systems - Terence Connell CPA

5.0(4)
Offers online services
1 hire on Thervo
35+ years in business
Serves Bartlett, IL
A. C. says, "terry is very kind and patient especially to a computer illiterate like me!" Read more
Northwestern Mutual

Northwestern Mutual

5.0(2)
Offers online services
7+ years in business
Serves Bartlett, IL
Robert S. says, "She was very professional and provided great insight and delivered a great product. I was looking for an in depth retirement plan and I received." Read more
Pearre And Associates LTD

Pearre And Associates LTD

New on Thervo
Offers online services
40+ years in business
Serves Bartlett, IL
We have a wide spectrum of product offerings from protection to investment offering. However our most valued srervice is our economics based consultive service. We start with understand our clients concerns then follow with an education based discussion on their options using a model to visualize and understand the benefits and features of the products and issues associated with their concerns. Armed with the knowledge required, our clients are able to decide on the actions require to initiate strategies to help them achieve financial success as they see it....
Kruse Asset Management

Kruse Asset Management

New on Thervo
Offers online services
17+ years in business
Serves Bartlett, IL
Kruse Asset Management uses math and data to make investment decisions to slant the odds in our clients' favor for outperforming the markets, reduce risk and improve your future.

Your Personal Financial Planning questions, answered

Answers to commonly asked questions from the experts on Thervo.

How much do financial planners charge?

Financial planners charge a flat fee or an hourly rate for their services. A fee-only financial planner charges a flat fee for services ranging from $1,000 to $10,000 to develop a comprehensive financial plan.

A financial planner's hourly rates range from $200 to $400 per hour, depending on the advisor's experience. The larger and more complex your portfolio, the more time the financial planner will spend helping you develop a financial plan.

In contrast, financial advisors commonly charge a percentage of the assets under management (AUM). The standard fee for financial advisors is .0.25% to 1% of AUM, so for investors with $100,000 in assets, the annual fees would be $1,000. Some financial advisors serve only wealthy clients and set a minimum size for investment accounts. However, the more money the advisors manage, the lower the percentage fee they will charge.

What is a financial planner?

A financial planner helps to create a long-term financial plan for your wealth. Financial planners may sell commission-based products like life insurance, but their primary focus is helping you manage your finances including creating a budget, saving for emergencies, building college funds for your children, retirement planning, and estate planning.

A financial advisor is different from a financial planner in that their main purpose is to offer guidance and advice on financial matters like investments. They help you make informed decisions to build wealth and achieve your financial goals.

Are financial planners worth the cost?

A financial planner is worth the cost, especially if you have debt to consolidate or need help reaching your financial goals. Working with a financial planner can help you grow your wealth, manage your assets, and plan for retirement. They provide the expertise to make sound financial decisions while saving you time on researching financial investments and savings accounts. Employing a financial planner gives you peace of mind that you are making responsible financial decisions and have a plan for the future.

If you are considering working with a financial planner, be sure to:

  • Ask about all of the fees associated with the services you are interested in.
  • Make sure the financial planner you choose is a fiduciary. These financial planners have a fiduciary duty or legal obligation to act in your best interest, rather than looking for investments that pay the highest commissions.
  • Only agree to financial investments or products when you understand the risk and potential benefits.

How much money should I have before hiring a financial planner?

There is no minimum amount of money you should have before hiring a financial planner. Some financial planners have minimum account balance requirements, which can range from $50,000 to $1 million or more. If you have less than the minimum account balance, you may still be able to find a financial planner willing to work with you if you pay a higher fee.

Online financial planners are often more affordable than traditional financial planners and may not have minimum account balance requirements. Online planners can be accessed from anywhere with an internet connection, giving you the flexibility to work with an advisor on your schedule. These companies also have access to a wider range of expertise, employing a network of advisors with different specialties able to create a personalized financial plan tailored to your specific needs and goals.

How do I choose a financial planner?

Choosing a financial planner is a major life decision that can help you achieve your financial and retirement goals. Do not settle for a planner based on their price or location. Instead, do your research and find a planner that specializes in the services you need. If debt consolidation is an issue, find a planner that can help you reduce your debt while still building your savings. If you want to retire early, find a planner that can help you invest in products to help you reach your goals sooner.

Here are some tips to help you find the best financial planner for you:

  • Do your research by reading reviews, comparing fees, and learning about the different planning services available.
  • Interview several advisors in person to be sure you are comfortable with their personality and philosophy.
  • Make sure the planner is a fiduciary that will act in your best interests.
  • Ask about their fee structure and make sure the "all-in" costs fit your budget.
  • Get everything in writing including the services they provide, how they will be compensated, and any extra fees you should expect.
  • Be prepared to ask questions about their approach to financial planning and how they will handle your specific situation.

What questions should I ask a financial planner?

Before committing to a financial planner, make sure you are hiring the best person for you and your financial situation. Schedule interviews with several potential advisors and ask these important questions:

  • Are you a fiduciary?
  • What is your fee structure?
  • What additional fees should I expect?
  • What are your qualifications?
  • How often will we meet?
  • Will you be available for phone calls or emails outside of scheduled appointments?
  • What is your investment philosophy?
  • Will you help me invest in ethically responsible companies?

Reviews for Bartlett financial advisors

Recent success stories from people in the Bartlett area.
Heather I.
Thank you very much for helping me with my taxes last year. I have not used an accountant before, and I must thank you for being so thorough, organized, and resourceful. I didn’t know what to expect, but was very pleasantly surprised. You are obviously very good at what you do! Also I appreciate your help amending last year’s return to maximize my refund. It helped make a big difference! 🙂 All the best to you!
Kenneth P. Rapoport CPA, Ltd.
Alesha B.
Very professional easy to work with. Willing to explain everything. Very reliable dependable and trustworthy have been preparing my taxes for the last decade never been disappointed.
IITS TAX SERVICE LLC
Jeb W.
Used to work with this guy. I am very computer savvy myself. But Terry is super experienced and I noticed that his prices are very reasonable.
Ricon Data Systems - Terence Connell CPA
Mohammed H.
very professional
Northwestern Mutual
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Bartlett financial advisors by service