Fee-OnlyFinder

Flat / fixed fees in Champaign, IL

7 advisers in Champaign offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 7

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 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