Fee-OnlyFinder

Financial planning in Champaign, IL

8 advisers in Champaign offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 8

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 reported