Top financial advisors in Springfield, 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 Springfield, IL when you're planning for retirement or managing significant assets and want to avoid costly mistakes like overlooking local tax implications. A common pitfall is not accounting for Illinois' lack of tax on retirement income, which can affect your withdrawal strategy.
- Retirement income planning. Confirm how they incorporate Illinois' tax rules, especially the absence of state tax on retirement income, into your cash flow projections.
- Property tax impact. Since property taxes can be high, ask how they help manage this expense within your overall financial plan.
- Experience with local markets. Look for advisors familiar with Springfield's economic environment to better align your investments with regional opportunities and risks.
- Fee structure clarity. Understand whether they charge flat fees or other models, and how that might influence the advice you receive.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Brent L
Series 66
Springfield, IL
Cetera
Brent Leach's decade of experience and Series 66 designation equip him to address retirement income planning in Springfield, IL, with a focus on tax-loss harvesting and retirement plans for business owners. His affiliation with Cetera, a large firm offering flat fees and diverse portfolio management options, distinguishes him by combining personalized financial planning with access to extensive resources and a broad client base.
Experience: 10 years
Avg account: $306,089
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Christopher P
CFP®, PFS™, Series 66
Springfield, IL
OSAIC Institutions, INC.
Christopher Parks offers retirement income planning expertise in Springfield, IL, leveraging 20 years of experience and CFP® and PFS™ credentials. His affiliation with OSAIC Institutions, a large firm providing customized advisory services and alternative investments, combined with a flat-fee structure, distinguishes him from others by balancing personalized planning with access to diverse investment options.
Experience: 21 years
Avg account: $308,738
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Harlin N
Series 66
Springfield, IL
Private Advisor Group, LLC
Harlin Noel's 24 years of experience and Series 66 designation equip him to address retirement income planning in Springfield, IL, considering local tax advantages like the absence of state tax on retirement income. Operating within the large firm Private Advisor Group, he offers flexible fee structures including flat fees and negotiable AUM rates, serving a diverse client base from individuals to high-net-worth households.
Experience: 24 years
Avg account: $303,047
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Timothy H
Series 63, Series 66
Springfield, IL
Edward Jones
Timothy Healy's 25 years of experience and Series 63 and 66 licenses equip him to address retirement income planning in Springfield, IL, including local tax considerations like Illinois' exemption of retirement income from state tax. As part of Edward Jones, a large firm managing over $1 trillion in assets, he offers a fee structure up to 1.35% annually and specializes in wealth management and multi-generational wealth transfer, distinguishing him from advisors at smaller firms.
Experience: 25 years
Avg account: $246,728
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Daniel S
CFP®, Series 63, Series 65
Springfield, IL
LPL Financial
Daniel Stewart's 28 years of experience and CFP® certification equip him to address retirement income planning in Springfield, IL, including local tax considerations like Illinois' exemption of retirement income from state tax. Operating through LPL Financial, a large firm offering flat-fee financial planning, he serves diverse clients including business owners and retirees, providing access to extensive research and asset management resources.
Experience: 28 years
Avg account: $399,489
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