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Financial planning in Peoria, IL

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

All 5

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 reportedGuardian 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 reportedReatherford 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 reportedRp 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 reportedStorehouse 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