Advisers in Peoria, IL

6 advisers in Peoria — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Hourly fees (4)Flat / fixed fees (4)

All advisers

David Vaughan Investments, LLC5823 N Forest Park Drive · Peoria, IL 61614 · (309) 685-0033 · Financial planningCRD 105990 · % of assets, Fixed fees · $5.3 billion AUMSEC registeredNo commissions reported Guardian Wealth Management INC.311 Sw Water Street, Suite 210 · Peoria, IL 61602 · (309) 692-1460 · Financial planningCRD 154159 · % of assets, Hourly charges · $289.1 million AUMSEC registeredNo commissions reported Nash-Hasty Private Wealth Management1605 West Candletree Drive, Suite #108 · Peoria, IL 61614 · (309) 589-0180 · % of assets managedCRD 328332 · % of assets · $64.0 million AUMState registeredNo commissions reported Reatherford Wealth Management LLC316 Sw Washington St, Suite 1a · Peoria, IL 61602 · (309) 431-5380 · Financial planningCRD 318975 · % of assets, Hourly charges, Fixed fees · $15.9 million AUMState registeredNo commissions reported Rp Zeigler Investment Services2914 N Willow Knolls, Suite B · Peoria, IL 61614 · (309) 240-8787 · Financial planningCRD 297925 · % of assets, Hourly charges, Fixed fees · $64.7 million AUMState registeredNo commissions reported Storehouse Wealth Management, LLC5901 N Prospect Rd, Ste 7d · Peoria, IL 61614 · (309) 370-3107 · Financial planningCRD 315433 · % of assets, Hourly charges, Fixed fees · $21.1 million AUMState registeredNo commissions reported

Talking to advisers in Peoria? 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.