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Financial Planners in Frankfort, IL: 2026 rankings

286 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Frankfort: Prime Credit Advisors, RFA Score 74/100; 4.9★ from 217 Google reviews; open 7 days a week.

  2. 2

    Most-reviewed: TreeLife Financial Solution Corp, 476 Google reviews at 4.8★, the most of 286 ranked; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

286 Frankfort financial planners are ranked here by RFA Score, from eight published factors. 129 open Saturdays and 7 open Sundays, based on posted hours. The median Google rating is 4.5★ across 286 rated firms.

Top 10 financial planners in Frankfort at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Frankfort at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Prime Credit Advisors744.9★ (217)Orland Park, 8 mi awaySat · Sun · EveningsTop score
2TreeLife Financial Solution Corp724.8★ (476)Chicago, 21 mi awaySatMost reviews
3Centier Bank715.0★ (238)Cedar Lake, 22 mi awaySat—
4Kubiak & Kubiak Wealth Management705.0★ (64)Orland Park, 9 mi away——
5Centier Bank704.9★ (169)Hammond, 21 mi awaySat—
6Centier Bank704.8★ (197)East Chicago, 21 mi awaySat—
7Bank of America (with Drive-thru ATM)694.4★ (93)New Lenox, 6 mi away——
8Pensinger Financial, Inc.695.0★ (66)Lemont, 13 mi away——
9Old Second National Bank694.8★ (123)Darien, 18 mi awaySat—
10Bank of America (with Drive-thru ATM)694.1★ (169)Orland Park, 7 mi awaySat—

All 286 financial planners in Frankfort, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Frankfort

    Based in Orland Park, 8 mi away

    74/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 217 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 217 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    15255 S 94th Ave 5th fl, Orland Park, IL 60462
  2. Based in Cedar Lake, 22 mi away

    71/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 238 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 238 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    9728 W 133rd Ave, Cedar Lake, IN 46303
  3. Based in Hammond, 21 mi away

    70/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.9★ from 169 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 169 Google reviews
    Hours
    Mon–Tue 10 AM–6 PM · Wed closed · Thu–Fri 10 AM–6 PM · Sat 10 AM–2 PM · Sun closed
    Address
    2635 169th St, Hammond, IN 46323
  4. Based in East Chicago, 21 mi away

    70/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.8★ from 197 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 197 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu 9 AM–4 PM · Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    720 W 145th St, East Chicago, IN 46312
  5. Based in Darien, 18 mi away

    69/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.8★ from 123 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 123 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    8001 S Cass Ave, Darien, IL 60561
  6. Based in Saint John, 20 mi away

    69/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 93 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 93 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    9621 Wicker Ave, St John, IN 46373
  7. Based in Chicago Heights, 8 mi away

    68/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.6★ from 65 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 65 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    3301 Vollmer Rd, Flossmoor, IL 60422
  8. Based in Highland, 20 mi away

    68/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.8★ from 121 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 121 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    9102 Indianapolis Blvd, Highland, IN 46322
  9. Based in East Chicago, 22 mi away

    68/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.8★ from 147 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 147 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1500 119th St, Whiting, IN 46394
  10. Based in Mokena, 3 mi away

    68/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Thu 8 AM–4 PM · Fri 8 AM–3:30 PM · Sat–Sun closed
    Address
    9480 Enterprise Dr #1, Mokena, IL 60448
  11. Based in Hammond, 19 mi away

    68/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.8★ from 102 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 102 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu–Fri 9 AM–4 PM · Sat 9 AM–12 PM · Sun closed
    Address
    5433 Hohman Ave, Hammond, IN 46320
  12. Based in Munster, 19 mi away

    68/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.9★ from 87 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 87 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    9716 White Oak Ave, Munster, IN 46321
  13. Based in Dyer, 17 mi away

    68/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.8★ from 83 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 83 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1121 Sheffield Ave, Dyer, IN 46311
  14. Based in South Holland, 15 mi away

    68/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.5★ from 106 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 106 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    601 E 162nd St, South Holland, IL 60473
  15. Based in Highland, 20 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.8★ from 84 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 84 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    9701 Indianapolis Blvd, Highland, IN 46322
  16. Based in Hinsdale, 23 mi away

    67/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.8★ from 95 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 95 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    119 E Ogden Ave Ste 204, Hinsdale, IL 60521

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 286 ranked financial planners here; the rest are on their profiles.

financial planners in Frankfort, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Dan Hollowell - COUNTRY Financial Agent675.0★ (69)22 mi
27Connor & Gallagher OneSource (CGO)674.9★ (88)24 mi
28Dave Forrester - COUNTRY Financial Agent675.0★ (27)9 mi
29Old Second National Bank674.9★ (58)18 mi
30Carreon Solutions665.0★ (27)9 mi
31Centier Bank664.6★ (89)22 mi
32Jim Andresen - COUNTRY Financial Representative665.0★ (18)6 mi
33Mike Rogala - COUNTRY Financial Agent665.0★ (10)In Frankfort
34Narish Financial Service665.0★ (10)In Frankfort
35Old Second National Bank664.6★ (32)11 mi
36Hammer Financial Group, Inc.654.4★ (85)20 mi
37Old Second National Bank654.6★ (49)16 mi
38Dr. Pat Pachciarz® | The Pinnacle Group655.0★ (44)21 mi
39BMO Bank N.A Branches654.6★ (63)20 mi
40The Money Team Wealth Management- Northwestern Mutual Rob Dalaskey CLU ChFC RICP655.0★ (57)25 mi
41Nestlehut Financial Services Inc655.0★ (9)In Frankfort
42Atlas Wealth Management - Frankfort, IL655.0★ (9)In Frankfort
43Valor Capital Partners654.7★ (10)In Frankfort
44Candace Jablonski - COUNTRY Financial Agent655.0★ (16)7 mi
45Old Second National Bank654.5★ (35)12 mi
46Shoaibi Financial Services655.0★ (28)15 mi
47Wisely Advised654.8★ (41)18 mi
48Megent Financial654.7★ (20)8 mi
49Edelman Financial Engines655.0★ (11)4 mi
50Paul Malito - COUNTRY Financial Representative655.0★ (8)In Frankfort

Also serving Frankfort

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

How we ranked Frankfort financial planners

We scored 286 Frankfort financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Frankfort data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Frankfort: frequently asked questions

Which financial planner has the highest RFA Score in Frankfort?

By RFA Score, the highest-ranked financial planner in Frankfort, IL is Prime Credit Advisors with an RFA Score of 74/100. It has 4.9★ from 217 Google reviews. It is open 7 days a week. TreeLife Financial Solution Corp (#2) and Centier Bank (#3) follow. We ranked 286 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Frankfort?

RankedFinancialAdvisors ranks 286 financial planners serving Frankfort, IL. 6 of them are based in Frankfort; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Frankfort work on weekends?

129 of 286 ranked financial planners post Saturday hours and 7 post Sunday hours. The highest-ranked open Saturdays are Prime Credit Advisors (#1), TreeLife Financial Solution Corp (#2) and Centier Bank (#3). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Frankfort financial planners have?

The median Google rating among 286 rated financial planners in Frankfort is 4.5★, with a median of 16 reviews. TreeLife Financial Solution Corp has the most, 476 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Frankfort count in this ranking?

Yes, if they are within 25 mi of the Frankfort city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Frankfort ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Frankfort a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Frankfort

  1. November 2026: RFA Scores recalculated for 286 financial planners serving Frankfort.