Fee-OnlyFinder

Advisers in Champaign, IL

9 advisers in Champaign — 9 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (8)Hourly fees (6)Flat / fixed fees (7)Retirement plan consulting (3)

All advisers

Cline Financial Concepts, LLC1800 S. Oak Street, Suite 101 · Champaign, IL 61820 · (217) 607-0251 · Financial planningCRD 135679 · % of assets, Hourly charges, Fixed fees · $86.8 million AUMState registeredNo commissions reportedCozad Asset Management INC2501 Galen Drive · Champaign, IL 61821 · (217) 356-8363 · Financial planningCRD 104764 · % of assets, Hourly charges, Fixed fees · $2.6 billion AUMSEC registeredNo commissions reportedHolder Wealth Management2504 Galen Drive, Suite 105 · Champaign, IL 61821 · (217) 398-4015 · Financial planningCRD 170086 · % of assets, Hourly charges · $284.0 million AUMSEC registeredNo commissions reportedLester Financial Group, LLC301 N. Neil St., Suite 400 · Champaign, IL 61820 · (217) 356-6533 · Financial planningCRD 317036 · % of assets, Hourly charges, Fixed fees · $398.6 million AUMSEC registeredNo commissions reportedLifewise Wealth Advisors2911 Crossing Court, Suite 102 · Champaign, IL 61822 · (217) 351-8755 · Financial planningCRD 341748 · % of assets, Fixed fees · $491.9 million AUMSEC registeredNo commissions reportedRuedi Wealth Management, INC.2502 Galen Drive, Suite 102 · Champaign, IL 61821 · (217) 356-1400 · Financial planningCRD 173262 · % of assets, Hourly charges, Fixed fees · $498.0 million AUMSEC registeredNo commissions reportedSterling Wealth Management, INC.301 N. Neil Street, Suite 203 · Champaign, IL 61820 · (217) 398-1900 · Financial planningCRD 131304 · % of assets, Hourly charges, Fixed fees · $494.6 million AUMSEC registeredNo commissions reportedTenet Wealth Partners, LLC301 N Neil Street, Suite 303 · Champaign, IL 61820 · (217) 281-4250 · Financial planningCRD 339818 · % of assets, Fixed fees, Other · $246.9 million AUMSEC registeredNo commissions reportedW.k. Cooper II Asset Management Corporation3011 Village Office Place, Suite B · Champaign, IL 61822 · (217) 356-2575 · % of assets managedCRD 123610 · % of assets · $100.5 million AUMState registeredNo commissions reported
Talking to advisers in Champaign? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.