Top financial advisors in Naperville, IL
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Naperville, IL when you're planning for retirement or managing significant assets and want to understand how local factors like property taxes affect your strategy. A common mistake is overlooking how Illinois' lack of tax on retirement income can influence your withdrawal plans.
- Local tax knowledge. Confirm how they incorporate Naperville's property tax rates into your overall financial plan.
- Retirement income planning. Ask how they adjust strategies knowing Illinois doesn't tax retirement income.
- Experience with asset management. Look for advisors who balance growth and preservation tailored to your financial goals.
- Fee structure clarity. Understand whether their flat-fee approach aligns with your preferences and needs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Nolan C
Series 66
Naperville, IL
Arkadios Wealth Advisors
Nolan Clifford in Naperville, IL, offers expertise in wealth management and retirement plans for business owners, supported by Arkadios Wealth Advisors' multifaceted investment approach combining fundamental, technical, and cyclical analysis. His firm provides flexible fee options including flat fees from $250 to $15,000 and hourly rates, catering to individuals, trusts, and businesses seeking tailored asset management and retirement income strategies.
Experience: 0 years
Avg account: $516,266
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Susan A
CFP®, Series 66
Naperville, IL
Advisors Capital Management, LLC
Susan Ahlfeld's 23 years of experience and CFP® certification equip her to address retirement income planning and asset management in Naperville, IL, considering local property tax impacts. Her firm uses a blend of macro analysis and fundamental research for discretionary portfolio management, serving high-net-worth individuals and retirement plans with an AUM fee up to 0.65%, distinguishing her through a research-driven, client-focused approach.
Experience: 24 years
Avg account: $635,389
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Bharati T
Series 63, Series 65
Naperville, IL
Cetera
Bharati Thakkar's 12 years of experience and expertise in wealth management and retirement plans for business owners make her well-suited to address retirement income planning in Naperville, IL, considering local tax factors. Affiliated with Cetera, a large firm offering flat-fee financial planning and a mix of portfolio management solutions, she serves high earners approaching retirement, providing tailored strategies compared to other advisors.
Experience: 13 years
Avg account: $306,089
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Larsa H
Series 63, Series 65
Naperville, IL
FIFTH THIRD SECURITIES, Inc.
Larsa Heil in Naperville, IL, offers expertise in passive/index investing and tax-loss harvesting, supporting retirement planning with 12 years of industry experience. Affiliated with the large firm Fifth Third Securities, she provides access to managed-account programs and tax-overlay services, charging a 1.50% AUM fee, which may suit clients seeking comprehensive investment options and local tax considerations.
Experience: 12 years
Avg account: $230,450
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Richard W
Series 65, Series 63
Naperville, IL
LPL Financial
Richard Williams offers expertise in wealth management and retirement plans, making him well-suited for clients in Naperville, IL, who need guidance on local tax implications and retirement income strategies. Affiliated with LPL Financial, a large firm managing over $819 billion in assets, he provides flat-fee financial planning and has over 15 years of industry experience, distinguishing him from advisors with smaller firm backgrounds or different fee structures.
Experience: 4 years
Avg account: $399,489
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